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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionHm Payson & Co
Latest Disclosed Ownership4,726 shares
Latest Disclosed Value $ 819,725
Hm Payson & Co ownership in MMC / Marsh & McLennan Companies, Inc.

On April 13, 2026 - Hm Payson & Co filed a 13F-HR form disclosing ownership of 4,726 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $819,725 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 4,726 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $863,440 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)
2026-04-13 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,726 0 0.00 820 -6.51 0.0061
2026-02-12 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,726 -224 -4.53 877 -12.14 0.0124
2025-10-17 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,950 4 0.08 998 -7.77 0.0143
2025-10-17 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 4,946 53 1.08 1,081 -9.46 0.0171
2025-04-29 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,893 -42 -0.85 1,194 13.93 0.0210
2025-02-07 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,935 -2 -0.04 1,048 -4.81 0.0178
2024-10-28 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,937 131 2.73 1,101 8.79 0.0189
2024-08-13 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 4,806 -122 -2.48 1,013 -0.30 0.0184
2024-06-20 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,928 13 0.26 1,015 9.02 0.0189
2024-02-13 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,915 -122 -2.42 931 -2.82 0.0193
2023-11-06 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 5,037 744 17.33 959 18.71 0.0225
2023-07-17 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 4,293 -3,450 -44.56 807 -37.39 0.0181
2023-04-18 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 7,743 232 3.09 1,290 3.78 0.0309
2023-02-06 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 7,511 -85 -1.12 1,243 9.52 0.0310
2022-10-25 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 7,596 92 1.23 1,134 -2.66 0.0311
2022-08-15 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 7,504 -6 -0.08 1,165 -8.98 0.0299
2022-05-12 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 7,510 56 0.75 1,280 -1.23 0.0291
2022-02-15 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 7,454 -164 -2.15 1,296 12.31 0.0282
2021-11-30 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 7,618 164 2.20 1,154 10.01 0.0281
2021-08-17 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 7,454 0 0.00 1,049 15.53 0.0256
2021-06-15 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 7,454 -264 -3.42 908 0.55 0.0242
2021-03-10 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 7,718 114 1.50 903 3.56 0.0250
2020-12-21 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 7,604 20 0.26 872 7.13 0.0269
2020-08-13 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 7,584 0 0.00 814 24.09 0.0273
2020-07-01 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 7,584 -40 -0.52 656 -22.73 0.0258
2020-02-18 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 7,624 -91 -1.18 849 9.97 0.0273
2019-11-12 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 7,715 91 1.19 772 1.58 0.0272
2019-08-15 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 7,624 7,624 760 0.0273
2019-02-15 2018-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 0 -7,084 -100.00 0 -100.00
2018-11-30 2018-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 7,084 -680 -8.76 586 -8.01 0.0262
2018-08-27 2018-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 7,764 306 4.10 637 3.41 0.0272
2018-05-14 2018-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 7,458 124 1.69 616 3.18 0.0254
2018-02-16 2017-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 7,334 570 8.43 597 5.29 0.0240
2017-11-06 2017-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 6,764 -500 -6.88 567 0.18 0.0244
2017-08-04 2017-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 7,264 0 0.00 566 5.40 0.0255
2017-05-25 2017-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 7,264 10 0.14 537 9.37 0.0245
2017-02-15 2016-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 7,254 -750 -9.37 491 -8.91 0.0234
2016-11-14 2016-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 8,004 10 0.13 539 -1.46 0.0263
2016-08-08 2016-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 7,994 0 0.00 547 12.55 0.0273
2016-05-19 2016-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 7,994 2,900 56.93 486 72.34 0.0253
2016-02-23 2015-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 5,094 0 0.00 282 6.02 0.0145
2015-11-02 2015-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 5,094 858 20.25 266 10.83 0.0144
2015-08-11 2015-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 4,236 0 0.00 240 0.84 0.0119
2015-05-06 2015-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 4,236 0 0.00 238 -1.65 0.0119
2015-02-10 2014-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 4,236 -900 -17.52 242 -10.04 0.0120
2014-11-12 2014-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 5,136 0 0.00 269 1.13 0.0138
2014-08-13 2014-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 5,136 0 0.00 266 5.14 0.0137
2014-05-07 2014-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 5,136 142 2.84 253 4.55 0.0134
2014-02-10 2013-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 4,994 0 0.00 242 11.52 0.0130
2013-11-13 2013-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 4,994 4,994 217 0.0126
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.