Marsh & McLennan Companies, Inc.
US ˙ NYSE ˙ US5717481023
DIESES SYMBOL IST NICHT MEHR AKTIV

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionAcima Private Wealth, Llc
Latest Disclosed Ownership1,881 shares
Latest Disclosed Value $ 326,259
Acima Private Wealth, Llc reports 1.88% decrease in ownership of MMC / Marsh & McLennan Companies, Inc.

On April 6, 2026 - Acima Private Wealth, Llc filed a 13F-HR form disclosing ownership of 1,881 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $326,259 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 1,917 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -1.88% during the quarter. The current value of the position is $343,659 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)
2026-04-06 2026-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 -36 -1.88 326 -8.17 0.1024
2026-01-15 2025-12-31 13F MARSH COM Stock 571748102 1,917 0 0.00 356 -8.03 0.1104
2025-11-10 2025-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,917 36 1.91 386 -6.08 0.1210
2025-07-24 2025-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 411 -10.46 0.1401
2025-05-09 2025-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 459 15.04 0.1647
2025-02-05 2024-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 400 -4.77 0.1345
2024-11-12 2024-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 420 5.81 0.1406
2024-07-30 2024-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 396 2.33 0.1456
2024-05-14 2024-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 387 8.71 0.1428
2024-02-29 2023-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 356 -0.28 0.1391
2024-02-29 2023-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 358 1.13 0.1592
2024-02-29 2023-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 354 12.78 0.1693
2024-02-29 2023-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 313 0.64 0.1538
2024-02-29 2022-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 311 11.07 0.1596
2024-02-29 2022-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 281 -4.11 0.1443
2024-02-29 2022-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 292 -9.03 0.1457
2022-05-02 2022-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 321 -1.83 0.1483
2022-03-10 2021-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 327 14.74 0.1407
2021-11-09 2021-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 285 7.55 0.1310
2021-08-13 2021-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 265 15.72 0.1216
2021-05-14 2021-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 229 4.09 0.1125
2021-05-14 2020-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 220 1.85 0.1139
2021-05-14 2020-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 216 6.93 0.1303
2021-05-14 2020-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 202 23.93 0.1305
2020-05-01 2020-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 163 -22.38 0.1255
2020-01-24 2019-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 210 11.70 0.1451
2019-10-30 2019-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 188 0.00 0.1437
2019-07-23 2019-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 188 6.21 0.1483
2019-05-06 2019-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 0 0.00 177 18.00 0.1514
2019-02-07 2018-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,881 1,881 150 0.1469
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.