Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
138,20 € ↑2,50 (1,84%)
2026-06-04
AKTIENPREIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionVise Technologies, Inc.
Latest Disclosed Ownership17,805 shares
Latest Disclosed Value $ 3,303,173
Vise Technologies, Inc. ownership in MSN / Marsh & McLennan Companies, Inc.

On April 21, 2026 - Vise Technologies, Inc. filed a 13F-HR form disclosing ownership of 17,805 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $2,664,518 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 17,805 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $2,460,651 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)
2026-04-21 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 17,805 0 0.00 3,303 0.00 0.0649
2026-02-11 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 17,805 3,486 24.35 3,303 14.49 0.0647
2025-11-13 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 14,319 -4,138 -22.42 2,886 -28.50 0.1074
2025-08-07 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 18,457 5,914 47.15 4,035 51.46 0.1666
2025-02-18 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 12,543 3,178 33.93 2,664 27.53 0.2220
2024-11-13 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 9,365 -572 -5.76 2,089 -0.19 0.2659
2024-08-02 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 9,937 708 7.67 2,094 10.10 0.3674
2024-05-15 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 9,229 269 3.00 1,901 12.02 0.3744
2024-02-08 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 8,960 4,266 90.88 1,698 90.03 0.3654
2023-10-31 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,694 878 23.01 893 24.55 0.2196
2023-08-08 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,816 186 5.12 718 18.71 0.1738
2023-05-10 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,630 169 4.88 605 5.59 0.1593
2023-02-10 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,461 1,182 51.86 573 68.24 0.1793
2022-11-14 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,279 163 7.70 340 3.34 0.1281
2022-08-15 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,116 266 14.38 329 4.44 0.1277
2022-06-08 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,850 1,850 315 0.1184
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.