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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionBoston Trust Walden Corp
Latest Disclosed Ownership197,300 shares
Latest Disclosed Value $ 34,221,685
Boston Trust Walden Corp reports 3.59% decrease in ownership of MMC / Marsh & McLennan Companies, Inc.

On April 24, 2026 - Boston Trust Walden Corp filed a 13F-HR form disclosing ownership of 197,300 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $34,221,685 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 204,655 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -3.59% during the quarter. The current value of the position is $36,046,710 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)
2026-04-24 2026-03-31 13F MARSH COMMON STOCK 571748102 197,300 -7,355 -3.59 34,222 -9.87 0.1683
2026-01-28 2025-12-31 13F MARSH COMMON STOCK 571748102 204,655 27,100 15.26 37,968 6.11 0.2866
2025-10-17 2025-09-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 177,555 -15,513 -8.03 35,783 -15.23 0.2625
2025-07-28 2025-06-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 193,068 -44,763 -18.82 42,212 -27.27 0.3011
2025-04-21 2025-03-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 237,831 -5,566 -2.29 58,038 12.26 0.4240
2025-01-24 2024-12-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 243,397 -1,985 -0.81 51,700 -5.56 0.3628
2024-10-24 2024-09-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 245,382 -12,570 -4.87 54,742 0.71 0.3808
2024-07-19 2024-06-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 257,952 -14,208 -5.22 54,356 -3.04 0.4032
2024-04-22 2024-03-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 272,160 -2,782 -1.01 56,060 7.61 0.3999
2024-01-24 2023-12-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 274,942 3,847 1.42 52,093 0.98 0.3930
2023-10-18 2023-09-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 271,095 -2,619 -0.96 51,589 0.21 0.4323
2023-07-24 2023-06-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 273,714 -6,156 -2.20 51,480 10.44 0.4222
2023-04-19 2023-03-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 279,870 -12,994 -4.44 46,612 -3.82 0.4023
2023-01-20 2022-12-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 292,864 -1,013 -0.34 48,463 10.46 0.4261
2022-10-19 2022-09-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 293,877 -6,677 -2.22 43,873 -5.98 0.4346
2022-07-22 2022-06-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 300,554 -29,564 -8.96 46,661 -17.06 0.4409
2022-04-20 2022-03-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 330,118 -6,991 -2.07 56,259 -3.99 0.4647
2022-01-21 2021-12-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 337,109 -40,691 -10.77 58,596 2.42 0.4705
2021-10-25 2021-09-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 377,800 -12,463 -3.19 57,210 4.20 0.5066
2021-07-22 2021-06-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 390,263 38,268 10.87 54,903 28.06 0.4881
2021-04-21 2021-03-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 351,995 35,125 11.08 42,873 15.64 0.4152
2021-01-15 2020-12-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 316,870 79,916 33.73 37,074 36.41 0.3955
2020-10-14 2020-09-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 236,954 7,637 3.33 27,179 10.39 0.3385
2020-07-23 2020-06-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 229,317 -14,520 -5.95 24,622 16.79 0.3325
2020-04-24 2020-03-31 13F/A-1 MARSH MCLENNAN COS COMMON STOCK 571748102 243,837 -2,729 -1.11 21,082 -23.25 0.3360
2020-04-21 2020-03-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 243,837 -2,729 21,082 186,940.4843
2020-01-10 2019-12-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 246,566 697 0.28 27,470 11.67 0.3197
2019-10-21 2019-09-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 245,869 -1,475 -0.60 24,599 -0.30 0.3092
2019-07-25 2019-06-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 247,344 5,408 2.24 24,673 8.61 0.3211
2019-04-16 2019-03-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 241,936 15,195 6.70 22,718 25.63 0.3093
2019-01-17 2018-12-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 226,741 -12,295 -5.14 18,083 -8.55 0.2877
2018-10-23 2018-09-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 239,036 275 0.12 19,773 1.03 0.2724
2018-07-25 2018-06-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 238,761 3,320 1.41 19,572 0.65 0.2872
2018-04-13 2018-03-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 235,441 -4,114 -1.72 19,445 -0.27 0.2950
2018-01-29 2017-12-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 239,555 32,770 15.85 19,498 12.50 0.2858
2017-10-13 2017-09-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 206,785 199,863 2,887.36 17,331 3,109.44 0.2699
2017-07-19 2017-06-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 6,922 0 0.00 540 5.68 0.0087
2017-04-24 2017-03-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 6,922 322 4.88 511 14.57 0.0080
2017-02-07 2016-12-31 13F/A-1 MARSH MCLENNAN COS COMMON STOCK 571748102 6,600 0 0.00 446 0.45 0.0070
2017-02-01 2016-12-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 6,600 446
2016-10-17 2016-09-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 6,600 0 0.00 444 -1.77 0.0073
2016-08-09 2016-06-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 6,600 0 0.00 452 12.72 0.0077
2016-04-19 2016-03-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 6,600 0 0.00 401 9.56 0.0070
2016-01-21 2015-12-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 6,600 -950 -12.58 366 -7.11 0.0068
2015-10-29 2015-09-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 7,550 500 7.09 394 -1.50 0.0066
2015-07-17 2015-06-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 7,050 0 0.00 400 1.27 0.0061
2015-04-15 2015-03-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 7,050 7,050 0.00 395 0.0059
2015-01-28 2014-12-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 0 -6,600 -100.00 0 -100.00
2014-10-23 2014-09-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 6,600 0 0.00 345 0.88 0.0053
2014-08-01 2014-06-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 6,600 0 0.00 342 5.23 0.0050
2014-04-11 2014-03-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 6,600 0 0.00 325 1.88 0.0048
2014-02-11 2013-12-31 13F MARSH MCLENNAN COS COMMON STOCK 571748102 6,600 0 0.00 319 11.15 0.0047
2013-11-15 2013-09-30 13F MAR SHMCLENNAN COS COMMON STOCK 571748102 6,600 0 0.00 287 9.13 0.0044
2013-08-08 2013-06-30 13F MARSH MCLENNAN COS COMMON STOCK 571748102 6,600 6,600 263 0.0042
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.