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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionBokf, Na
Latest Disclosed Ownership8,529 shares
Latest Disclosed Value $ 1,479,355
Bokf, Na reports 0.81% decrease in ownership of MMC / Marsh & McLennan Companies, Inc.

On May 8, 2026 - Bokf, Na filed a 13F-HR form disclosing ownership of 8,529 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $1,479,355 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 8,599 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -0.81% during the quarter. The current value of the position is $1,558,248 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)
2026-05-08 2026-03-31 13F MARSH common 571748102 8,529 -70 -0.81 1,479 -7.27 0.0174
2026-02-03 2025-12-31 13F MARSH common 571748102 8,599 -2,878 -25.08 1,595 -31.01 0.0244
2025-11-13 2025-09-30 13F MARSH & MCLENNAN COS common 571748102 11,477 553 5.06 2,313 -3.18 0.0348
2025-08-12 2025-06-30 13F MARSH & MCLENNAN COS common 571748102 10,924 -45 -0.41 2,388 -10.76 0.0387
2025-05-13 2025-03-31 13F MARSH & MCLENNAN COS common 571748102 10,969 -1,474 -11.85 2,677 2.88 0.0473
2025-02-14 2024-12-31 13F MARSH & MCLENNAN COS common 571748102 12,443 232 1.90 2,602 -3.99 0.0440
2024-11-14 2024-09-30 13F MARSH & MCLENNAN COS common 571748102 12,211 -182 -1.47 2,709 3.75 0.0481
2024-08-08 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 12,393 12 0.10 2,611 3.45 0.0469
2024-05-15 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 12,381 -4,952 -28.57 2,524 -23.14 0.0460
2024-02-14 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 17,333 185 1.08 3,284 0.98 0.0643
2023-11-14 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 17,148 -1,196 -6.52 3,252 -5.74 0.0717
2023-08-21 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 18,344 -44 -0.24 3,450 12.67 0.0703
2023-05-11 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 18,388 -5,082 -21.65 3,063 -21.14 0.0641
2023-02-13 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 23,470 289 1.25 3,884 12.19 0.0717
2022-11-14 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 23,181 1,953 9.20 3,461 5.04 0.0700
2022-08-11 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 21,228 1,626 8.30 3,295 -1.38 0.0632
2022-05-13 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 19,602 1,000 5.38 3,341 3.31 0.0551
2022-03-11 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 18,602 -537 -2.81 3,234 11.59 0.0500
2021-11-10 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 19,139 -1,750 -8.38 2,898 13.92 0.0498
2021-04-21 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 20,889 -8,812 -29.67 2,544 -26.79 0.0463
2021-02-12 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 29,701 7,524 33.93 3,475 36.60 0.0663
2020-10-30 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 22,177 -2,315 -9.45 2,544 -3.23 0.0559
2020-08-12 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 24,492 8,100 49.41 2,629 85.53 0.0618
2020-05-13 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 16,392 2,920 21.67 1,417 -5.60 0.0408
2020-02-12 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 13,472 519 4.01 1,501 15.82 0.0339
2019-11-13 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 12,953 -1,135 -8.06 1,296 -7.76 0.0312
2019-08-14 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 14,088 -1,719 -10.87 1,405 -5.32 0.0338
2019-05-15 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 15,807 -8,811 -35.79 1,484 -24.40 0.0355
2019-02-13 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 24,618 -1,757 -6.66 1,963 -10.04 0.0562
2018-11-13 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 26,375 531 2.05 2,182 2.97 0.0548
2018-08-13 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 25,844 936 3.76 2,119 3.01 0.0570
2018-05-14 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 24,908 352 1.43 2,057 2.95 0.0584
2018-02-14 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 24,556 -129 -0.52 1,998 -3.38 0.0550
2017-11-14 2017-09-30 13F MARSH & MCLENNAN COS COM 571748102 24,685 533 2.21 2,068 9.82 0.0600
2017-08-14 2017-06-30 13F MARSH & MCLENNAN COS COM 571748102 24,152 26 0.11 1,883 5.61 0.0592
2017-05-15 2017-03-31 13F MARSH & MCLENNAN COS COM 571748102 24,126 1,457 6.43 1,783 16.38 0.0556
2017-02-14 2016-12-31 13F MARSH & MCLENNAN COS COM 571748102 22,669 -570 -2.45 1,532 -1.98 0.0504
2016-11-10 2016-09-30 13F MARSH & MCLENNAN COS COM 571748102 23,239 993 4.46 1,563 2.63 0.0517
2016-08-12 2016-06-30 13F MARSH & MCLENNAN COS COM 571748102 22,246 741 3.45 1,523 16.44 0.0537
2016-05-13 2016-03-31 13F MARSH & MCLENNAN COS COM 571748102 21,505 -5,151 -19.32 1,308 -11.50 0.0473
2016-02-09 2015-12-31 13F MARSH & MCLENNAN COS COM 571748102 26,656 -9,569 -26.42 1,478 -21.88 0.0534
2015-11-13 2015-09-30 13F MARSH & MCLENNAN COS COM 571748102 36,225 -2,432 -6.29 1,892 -13.69 0.0712
2015-08-13 2015-06-30 13F MARSH & MCLENNAN COS COM 571748102 38,657 -23,223 -37.53 2,192 -36.83 0.0744
2015-05-14 2015-03-31 13F MARSH & MCLENNAN COS COM 571748102 61,880 8,203 15.28 3,470 12.92 0.1168
2015-02-12 2014-12-31 13F MARSH & MCLENNAN COS COM 571748102 53,677 -7,390 -12.10 3,073 -3.85 0.1061
2014-11-13 2014-09-30 13F MARSH & MCLENNAN COS COM 571748102 61,067 1,392 2.33 3,196 3.33 0.1068
2014-08-14 2014-06-30 13F MARSH & MCLENNAN COS COM 571748102 59,675 -7,557 -11.24 3,093 -6.70 0.0993
2014-05-14 2014-03-31 13F MARSH & MCLENNAN COS COM 571748102 67,232 -4,913 -6.81 3,315 -4.99 0.1099
2014-02-14 2013-12-31 13F MARSH & MCLENNAN COS COM 571748102 72,145 -22,344 -23.65 3,489 -15.21 0.1169
2013-11-12 2013-09-30 13F MARSH & MCLENNAN COS COM 571748102 94,489 8,990 10.51 4,115 20.57 0.1494
2013-08-14 2013-06-30 13F MARSH & MCLENNAN COS COM 571748102 85,499 85,499 3,413 0.1289
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.