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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership134,815 shares
Latest Disclosed Value $ 23,383,737
Cwm, Llc reports 109.46% increase in ownership of MMC / Marsh & McLennan Companies, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 134,815 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $23,383,737 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 64,363 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 109.46% during the quarter. The current value of the position is $24,630,700 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)
2026-05-14 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 134,815 70,452 109.46 23,384 212,472.73 0.0614
2026-01-26 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 64,363 27,858 76.31 12 57.14 0.0324
2025-10-15 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 36,505 13,840 61.06 7 75.00 0.0221
2025-07-25 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 22,665 -3,484 -13.32 5 -33.33 0.0175
2025-05-01 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 26,149 2,044 8.48 6 20.00 0.0254
2025-02-04 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 24,105 2,055 9.32 5 25.00 0.0212
2024-10-08 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 22,050 523 2.43 5 0.00 0.0212
2024-07-10 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 21,527 121 0.57 5 0.00 0.0214
2024-04-05 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 21,406 -39 -0.18 4 0.00 0.0214
2024-02-01 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 21,445 -258 -1.19 4 0.00 0.0218
2023-10-11 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 21,703 -268 -1.22 4 0.00 0.0253
2023-08-03 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 21,971 45 0.21 4 33.33 0.0255
2023-05-01 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 21,926 939 4.47 4 0.00 0.0247
2023-02-01 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 20,987 4,283 25.64 3 -99.88 0.0256
2022-10-27 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 16,704 1,769 11.84 2,494 7.55 0.0198
2022-07-28 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 14,935 3,846 34.68 2,319 22.70 0.0180
2022-04-21 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 11,089 1,045 10.40 1,890 8.25 0.0134
2022-01-31 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 10,044 354 3.65 1,746 28.10 0.0123
2021-09-15 2021-06-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 9,690 0 0.00 1,363 0.00 0.0109
2021-07-29 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 9,690 0 1,363 0.0109
2021-09-15 2021-03-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 9,690 0 0.00 1,363 0.00 0.0109
2021-04-27 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 10,165 475 1,238 0.0109
2021-09-15 2020-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 9,690 0 0.00 1,363 0.00 0.0109
2021-01-27 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 7,765 -1,925 909 0.0085
2021-09-15 2020-09-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 9,690 0 0.00 1,363 0.00 0.0109
2020-10-19 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 7,928 -1,762 909 0.0101
2021-09-15 2020-06-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 9,690 0 0.00 1,363 0.00 0.0109
2020-07-22 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 7,851 -1,839 843 0.0100
2021-09-15 2020-03-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 9,690 0 0.00 1,363 0.00 0.0109
2020-04-28 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 8,954 -736 774 0.0115
2021-09-14 2019-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 9,690 0 0.00 1,363 0.00 0.0109
2020-01-27 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,403 -7,287 268 0.0034
2021-09-14 2019-09-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 9,690 0 0.00 1,363 0.00 0.0109
2019-10-22 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,883 -7,807 188 0.0027
2021-09-14 2019-06-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 9,690 0 0.00 1,363 0.00 0.0109
2019-07-31 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,359 -7,331 235 0.0039
2021-09-02 2019-03-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 9,690 7,749 399.23 1,363 779.35 0.0109
2019-04-22 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,878 -63 176 0.0035
2019-01-25 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,941 132 7.30 155 3.33 0.0039
2018-10-29 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,809 23 1.29 150 2.74 0.0038
2018-07-31 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,786 -3 -0.17 146 -1.35 0.0048
2018-04-26 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,789 16 0.90 148 2.78 0.0059
2018-01-16 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,773 -83 -4.47 144 -7.69 0.0064
2017-10-16 2017-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,856 82 4.62 156 13.04 0.0074
2017-07-17 2017-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,774 13 0.74 138 6.15 0.0071
2017-04-17 2017-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,761 1,698 2,695.24 130 3,150.00 0.0074
2017-01-19 2016-12-31 13F MARSH & MCLENNAN COS COM 571748102 63 63 4 0.0002
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.