Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
138,20 € ↑2,50 (1,84%)
2026-06-04
AKTIENPREIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership3,984 shares
Latest Disclosed Value $ 690,943
Sowell Financial Services LLC reports 4.70% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 3,984 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $596,206 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 3,805 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 4.70% during the quarter. The current value of the position is $550,589 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)
2026-04-20 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,984 179 4.70 691 -2.13 0.0256
2026-01-21 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,805 -668 -14.93 706 -21.75 0.0259
2025-10-17 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,473 -195 -4.18 901 -11.67 0.0346
2025-07-14 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 4,668 664 16.58 1,021 4.40 0.0416
2025-04-17 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,004 4,004 977 0.0445
2023-11-08 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 0 -12,070 -100.00 0 -100.00
2023-08-14 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 12,070 7,211 148.41 2,270 0.1265
2023-05-12 2023-03-31 13F MARSH & MCLENNAN COS STOCK 571748102 4,859 -9,979 -67.25 1 -100.00 0.0624
2023-02-09 2022-12-31 13F Marsh & MC Lennan Stock 571748102 14,838 -424 -2.78 2 -99.91 0.1589
2022-11-15 2022-09-30 13F Marsh & MC Lennan Stock 571748102 15,262 1,144 8.10 2,278 3.92 0.2297
2022-08-15 2022-06-30 13F MARSH & MCLENNAN COS Stock 571748102 14,118 14,118 2,192 0.2026
2021-11-04 2021-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 0 -10,217 -100.00 0 -100.00
2021-08-05 2021-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 10,217 28 0.27 1,437 2.35 0.0952
2021-05-07 2021-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 10,189 404 4.13 1,404 22.62 0.0489
2021-01-13 2020-12-31 13F MARSH & MCLENNAN COS INC COM COM 571748102 9,785 885 9.94 1,145 12.14 0.0489
2020-11-12 2020-09-30 13F MARSH & MCLENNAN COS INC COM COM 571748102 8,900 -3,302 -27.06 1,021 -22.06 0.0510
2020-08-13 2020-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 12,202 -10,574 -46.43 1,310 -33.47 0.0720
2020-05-12 2020-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 22,776 6,087 36.47 1,969 5.92 0.1457
2020-02-07 2019-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 16,689 -2,822 -14.46 1,859 -4.76 0.1417
2019-11-14 2019-09-30 13F MARSH & MCLENNAN COS INC COM COM 571748102 19,511 19,511 1,952 0.1613
2017-05-31 2017-03-31 13F Marsh & Mclennan COM 571748102 0 -598 -100.00 0 -100.00
2017-02-27 2016-12-31 13F Marsh & Mclennan COM 571748102 598 598 43 0.0144
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.