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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionArgent Trust Co
Latest Disclosed Ownership12,664 shares
Latest Disclosed Value $ 2,196,573
Argent Trust Co reports 3.24% increase in ownership of MMC / Marsh & McLennan Companies, Inc.

On May 13, 2026 - Argent Trust Co filed a 13F-HR form disclosing ownership of 12,664 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $2,196,573 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 12,266 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 3.24% during the quarter. The current value of the position is $2,313,713 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 COMMON STOCK 571748102 12,664 398 3.24 2,197 -3.47 0.0290
2026-02-10 2025-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 12,266 -3,080 -20.07 2,276 -26.42 0.0780
2025-11-12 2025-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 15,346 -4,768 -23.70 3,093 -29.68 0.1096
2025-08-12 2025-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 20,114 -275 -1.35 4,398 -11.62 0.1660
2025-05-09 2025-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 20,389 757 3.86 4,976 19.30 0.2042
2025-02-13 2024-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 19,632 80 0.41 4,170 -4.38 0.1700
2024-11-13 2024-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 19,552 150 0.77 4,362 6.68 0.1806
2024-08-12 2024-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 19,402 313 1.64 4,088 3.99 0.1800
2024-05-10 2024-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 19,089 239 1.27 3,932 10.08 0.1769
2024-02-09 2023-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 18,850 794 4.40 3,572 3.93 0.1777
2023-11-08 2023-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 18,056 2,082 13.03 3,436 14.38 0.1884
2023-08-11 2023-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 15,974 1,530 10.59 3,004 24.91 0.1628
2023-05-12 2023-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 14,444 898 6.63 2,406 7.32 0.1524
2023-02-10 2022-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 13,546 -51 -0.38 2,242 10.45 0.1483
2022-11-10 2022-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 13,597 82 0.61 2,029 -3.29 0.1469
2022-08-11 2022-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 13,515 215 1.62 2,098 -7.41 0.1439
2022-05-11 2022-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 13,300 -72 -0.54 2,266 -2.54 0.1381
2022-02-09 2021-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 13,372 -110 -0.82 2,325 13.86 0.1361
2021-11-09 2021-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 13,482 -320 -2.32 2,042 5.15 0.1312
2021-08-09 2021-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 13,802 -195 -1.39 1,942 13.97 0.1274
2021-05-12 2021-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 13,997 1,609 12.99 1,704 17.52 0.1198
2021-02-11 2020-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 12,388 8 0.06 1,450 2.11 0.1121
2020-11-13 2020-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 12,380 192 1.58 1,420 8.48 0.1251
2020-08-04 2020-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 12,188 961 8.56 1,309 34.81 0.1227
2020-05-11 2020-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 11,227 274 2.50 971 -20.41 0.1091
2020-02-11 2019-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 10,953 190 1.77 1,220 13.28 0.1085
2019-11-12 2019-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 10,763 6,330 142.79 1,077 143.67 0.1038
2019-08-13 2019-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 4,433 -9,839 -68.94 442 -67.01 0.0448
2019-05-15 2019-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 14,272 -1,459 -9.27 1,340 6.86 0.1403
2019-02-06 2018-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 15,731 500 3.28 1,254 1.37 0.1472
2018-11-14 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 15,231 2,901 23.53 1,237 22.60 0.1426
2019-04-15 2018-06-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 12,330 12,330 1,009 0.1231
2018-08-15 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 8,893 729
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.