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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership100,460 shares
Latest Disclosed Value $ 17,424,837
AE Wealth Management LLC reports 0.21% decrease in ownership of MMC / Marsh & McLennan Companies, Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 100,460 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $17,424,837 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 100,672 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -0.21% during the quarter. The current value of the position is $18,354,042 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)
2026-05-13 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 100,460 -212 -0.21 17,425 -6.70 0.0028
2026-01-26 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 100,672 94,410 1,507.67 18,677 1,379.87 0.1072
2025-11-03 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 6,262 2,303 58.17 1,262 45.90 0.0080
2025-08-06 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,959 446 12.70 866 0.93 0.0063
2025-05-06 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,513 506 16.83 857 34.33 0.0072
2025-02-13 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,007 -180 -5.65 639 -10.27 0.0054
2024-11-14 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,187 319 11.12 711 17.72 0.0065
2024-08-12 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,868 272 10.48 604 13.11 0.0060
2024-05-15 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,596 -5,584 -68.26 535 -66.16 0.0060
2024-02-14 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 8,180 -6,185 -43.06 1,579 -42.26 0.0081
2023-10-11 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 14,365 4 0.03 2,734 1.18 0.0163
2023-07-10 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 14,361 555 4.02 2,701 17.49 0.0162
2023-04-14 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 13,806 -9,928 -41.83 2,299 -41.46 0.0148
2023-01-31 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 23,734 7,813 49.07 3,928 65.21 0.0284
2022-10-25 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 15,921 -1,768 -9.99 2,377 -13.44 0.0188
2022-08-03 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 17,689 987 5.91 2,746 -3.51 0.0220
2022-04-18 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 16,702 3,042 22.27 2,846 19.88 0.0195
2022-01-20 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 13,660 1,897 16.13 2,374 33.30 0.0166
2021-11-01 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 11,763 2 0.02 1,781 7.61 0.0147
2021-07-21 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 11,761 109 0.94 1,655 16.63 0.0145
2021-04-27 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 11,652 7,810 203.28 1,419 216.04 0.0143
2021-02-01 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,842 -4,121 -51.75 449 -50.82 0.0051
2020-11-06 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 7,963 -3,917 -32.97 913 -28.45 0.0130
2020-08-05 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 11,880 4,863 69.30 1,276 110.21 0.0197
2020-05-07 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 7,017 4,946 238.82 607 162.77 0.0139
2020-01-15 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,071 67 3.34 231 15.50 0.0050
2019-11-05 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,004 2,004 200 0.0058
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.