Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
135,70 € ↓ -3,10 (-2,23%)
2026-06-03
AKTIENPREIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionWest Paces Advisors Inc.
Latest Disclosed Ownership2,546 shares
Latest Disclosed Value $ 441,604
West Paces Advisors Inc. reports 47.68% decrease in ownership of MSN / Marsh & McLennan Companies, Inc.

On May 5, 2026 - West Paces Advisors Inc. filed a 13F-HR form disclosing ownership of 2,546 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $381,009 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 4,866 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -47.68% during the quarter. The current value of the position is $345,492 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)
2026-05-05 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,546 -2,320 -47.68 442 -51.11 0.0856
2026-01-21 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,866 -688 -12.39 903 -19.39 0.1746
2025-10-22 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 5,554 91 1.67 1,119 -6.28 0.2228
2025-07-23 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,463 54 1.00 1,194 -9.48 0.2541
2025-04-15 2025-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 5,409 145 2.75 1,320 17.98 0.3006
2025-02-14 2024-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 5,264 -33 -0.62 1,118 -5.33 0.2729
2024-10-15 2024-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 5,297 188 3.68 1,182 9.76 0.2894
2024-07-17 2024-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 5,109 -35 -0.68 1,076 1.61 0.2807
2024-04-15 2024-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 5,144 -513 -9.07 1,059 -1.12 0.2792
2024-01-30 2023-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 5,657 -14 -0.25 1,072 -0.74 0.3012
2023-12-18 2023-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 5,671 -209 -3.55 1,079 -2.35 0.3380
2023-12-18 2023-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 5,880 -55 -0.93 1,106 11.84 0.3258
2023-12-18 2023-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 5,935 39 0.66 988 1.33 0.3071
2023-12-18 2022-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 5,896 -39 -0.66 976 10.05 0.3105
2023-12-19 2022-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 5,935 -237 -3.84 886 -7.52 0.3150
2023-12-19 2022-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 6,172 -8 -0.13 958 -9.02 0.3262
2023-12-19 2022-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 6,180 155 2.57 1,053 0.57 0.3285
2023-12-20 2021-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 6,025 -818 -11.95 1,047 1.06 0.3268
2023-12-20 2021-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 6,843 -229 -3.24 1,036 4.23 0.3636
2023-12-20 2021-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 7,072 -389 -5.21 995 9.47 0.3658
2023-12-20 2021-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 7,461 214 2.95 909 7.20 0.3652
2023-12-20 2020-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 7,247 -543 -6.97 848 -5.15 0.3775
2023-12-20 2020-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 7,790 -116 -1.47 894 5.31 0.4569
2023-12-20 2020-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 7,906 -170 -2.11 849 21.49 0.4590
2023-12-21 2020-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 8,076 -727 -8.26 698 -28.78 0.4432
2023-12-22 2019-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 8,803 -129 -1.44 981 9.74 0.5335
2023-12-22 2019-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 8,932 -24 -0.27 894 0.00 0.5339
2023-12-22 2019-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 8,956 -320 -3.45 893 2.53 0.5578
2023-12-22 2019-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 9,276 4 0.04 871 17.86 0.6100
2023-12-22 2018-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 9,272 -42 -0.45 739 -4.03 0.5703
2023-12-21 2018-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 9,314 1,554 20.03 770 21.07 0.5545
2023-12-22 2018-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 7,760 132 1.73 636 1.11 0.4756
2023-12-22 2018-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 7,628 287 3.91 630 5.36 0.4689
2023-12-22 2017-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 7,341 1,401 23.59 597 20.12 0.4422
2023-12-22 2017-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 5,940 -20 -0.34 498 7.11 0.3753
2023-12-22 2017-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 5,960 3,872 185.44 465 201.30 0.3688
2023-12-22 2017-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 2,088 0 0.00 154 9.22 0.1230
2023-12-22 2016-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 2,088 2,088 141 0.1317
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.