Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
135,70 € ↓ -3,10 (-2,23%)
2026-06-03
AKTIENPREIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionSigma Planning Corp
Latest Disclosed Ownership1,979 shares
Latest Disclosed Value $ 343,276
Sigma Planning Corp reports 21.00% decrease in ownership of MSN / Marsh & McLennan Companies, Inc.

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 1,979 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $296,157 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 2,505 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -21.00% during the quarter. The current value of the position is $268,550 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,979 -526 -21.00 343 -25.76 0.0095
2026-01-30 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,505 -6 -0.24 462 -8.70 0.0128
2025-11-10 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,511 -18 -0.71 506 -8.33 0.0144
2025-08-05 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,529 275 12.20 553 0.36 0.0166
2025-05-02 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,254 -72 -3.10 550 11.34 0.0175
2025-02-03 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,326 66 2.92 494 -1.98 0.0155
2024-11-04 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,260 -2 -0.09 504 5.88 0.0154
2024-08-06 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,262 -65 -2.79 477 -0.63 0.0151
2024-05-02 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,327 2,327 479 0.0151
2024-02-01 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 0 -2,308 -100.00 0 -100.00
2023-11-06 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,308 103 4.67 439 6.04 0.0165
2023-08-02 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,205 -262 -10.62 415 0.98 0.0149
2023-05-08 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,467 161 6.98 411 7.61 0.0137
2023-01-24 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,306 31 1.36 382 12.06 0.0136
2022-11-10 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,275 4 0.18 340 -3.68 0.0130
2022-08-11 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,271 94 4.32 353 -4.85 0.0123
2022-04-20 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,177 542 33.15 371 30.63 0.0111
2022-02-02 2021-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,635 1 0.06 284 14.52 0.0079
2021-10-28 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,634 41 2.57 248 10.71 0.0075
2021-08-13 2021-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,593 -283 -15.09 224 -2.18 0.0067
2021-05-06 2021-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,876 30 1.63 229 6.02 0.0073
2021-02-09 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,846 11 0.60 216 2.37 0.0073
2020-11-03 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,835 1,835 211 0.0084
2020-05-01 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 0 -2,419 -100.00 0 -100.00
2020-02-03 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,419 2,419 270 0.0114
2019-11-01 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 0 -2,066 -100.00 0 -100.00
2019-08-01 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,066 2,066 206 0.0106
2019-01-31 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 0 -3,092 -100.00 0 -100.00
2018-11-07 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,092 -853 -21.62 256 -20.74 0.0150
2018-08-02 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,945 897 29.43 323 28.17 0.0216
2018-05-11 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,048 449 17.28 252 18.87 0.0184
2018-02-07 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,599 147 6.00 212 2.91 0.0163
2017-11-06 2017-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,452 2,452 206 0.0170
2017-01-23 2016-12-31 13F MARSH & MCLENNAN COS COM 571748102 0 -4,805 -100.00 0 -100.00
2016-11-07 2016-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,805 4,805 323 0.0383
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.