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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionShell Asset Management Co
Latest Disclosed Ownership6,290 shares
Latest Disclosed Value $ 1,268
Shell Asset Management Co reports 26.66% decrease in ownership of MMC / Marsh & McLennan Companies, Inc.

On November 7, 2025 - Shell Asset Management Co filed a 13F-HR form disclosing ownership of 6,290 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $1,267,624 USD as of September 30, 2025. The entity filed a previous 13F-HR on July 23, 2025 disclosing 8,577 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -26.66% during the quarter. The current value of the position is $1,149,183 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)
2025-11-07 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 6,290 -2,287 -26.66 1 0.00 0.1274
2025-07-23 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 8,577 2,806 48.62 2 0.00 0.0647
2025-05-14 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,771 36 0.63 1 0.00 0.0668
2025-02-14 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 5,735 223 4.05 1 0.00 0.0532
2024-11-07 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 5,512 -198 -3.47 1 0.00 0.0541
2024-07-25 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,710 -146 -2.49 1 0.00 0.0548
2024-02-14 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 5,856 -142 -2.37 1 0.00 0.0513
2023-11-08 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 5,998 16 0.27 1 0.00 0.0471
2023-07-28 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,982 -2,489 -29.38 1 0.00 0.0444
2023-05-15 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 8,471 101 1.21 1 0.00 0.0586
2023-02-07 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 8,370 -21,382 -71.87 1 -99.98 0.0607
2022-11-14 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 29,752 -7,371 -19.86 4,442 -22.92 0.1731
2022-08-09 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 37,123 -7,031 -15.92 5,763 -23.42 0.1705
2022-05-04 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 44,154 -1,060 -2.34 7,525 -4.25 0.1776
2022-02-09 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 45,214 -13,297 -22.73 7,859 -11.30 0.1612
2021-11-04 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 58,511 -39,043 -40.02 8,860 -35.44 0.1989
2021-08-12 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 97,554 -48,576 -33.24 13,724 -22.89 0.2661
2021-05-10 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 146,130 24,014 19.66 17,799 24.57 0.3561
2021-02-16 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 122,116 -6,325 -4.92 14,288 -3.01 0.2950
2020-11-13 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 128,441 7,095 5.85 14,732 13.07 0.3425
2020-08-10 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 121,346 33,166 37.61 13,029 70.89 0.3252
2020-05-11 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 88,180 -7,487 -7.83 7,624 -28.47 0.2124
2020-02-13 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 95,667 8,456 9.70 10,658 22.15 0.2296
2019-11-12 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 87,211 -12,114 -12.20 8,725 -11.94 0.1992
2019-08-12 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 99,325 -4,607 -4.43 9,908 1.53 0.2192
2019-05-09 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 103,932 3,263 3.24 9,759 21.56 0.2152
2019-02-13 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 100,669 -5,820 -5.47 8,028 -8.87 0.2001
2018-11-13 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 106,489 -2,899 -2.65 8,809 -1.76 0.1739
2018-08-10 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 109,388 7,214 7.06 8,967 6.26 0.1838
2018-05-14 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 102,174 1,532 1.52 8,439 3.03 0.1680
2018-02-09 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 100,642 39,151 63.67 8,191 58.93 0.1626
2017-10-20 2017-09-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 61,491 -6,929 -10.13 5,154 -3.37 0.1146
2017-10-18 2017-09-30 13F MARSH & MCLENNAN COS COM 571748102 217,515 149,095 11,385
2017-07-26 2017-06-30 13F MARSH & MCLENNAN COS COM 571748102 68,420 257 0.38 5,334 5.90 0.1324
2017-04-26 2017-03-31 13F MARSH & MCLENNAN COS COM 571748102 68,163 1,735 2.61 5,037 12.18 0.1286
2017-01-10 2016-12-31 13F MARSH & MCLENNAN COS COM 571748102 66,428 -32,290 -32.71 4,490 -32.37 0.1214
2016-10-28 2016-09-30 13F MARSH & MCLENNAN COS COM 571748102 98,718 -8,340 -7.79 6,639 -9.41 0.1589
2016-07-25 2016-06-30 13F MARSH & MCLENNAN COS COM 571748102 107,058 11,587 12.14 7,329 26.27 0.1700
2016-05-11 2016-03-31 13F MARSH & MCLENNAN COS COM 571748102 95,471 -44,677 -31.88 5,804 -25.31 0.1390
2016-02-05 2015-12-31 13F MARSH & MCLENNAN COS COM 571748102 140,148 -77,367 -35.57 7,771 -31.74 0.1835
2015-10-13 2015-09-30 13F MARSH & MCLENNAN COS COM 571748102 217,515 39,935 22.49 11,385 13.07 0.1804
2015-07-30 2015-06-30 13F MARSH & MCLENNAN COS COM 571748102 177,580 -22,041 -11.04 10,069 -10.07 0.2015
2015-05-07 2015-03-31 13F MARSH & MCLENNAN COS COM 571748102 199,621 199,621 0.00 11,197 0.1950
2015-02-04 2014-12-31 13F MARSH & MCLENNAN COS COM 571748102 0 -217,515 -100.00 0 -100.00
2014-10-24 2014-09-30 13F MARSH & MCLENNAN COS COM 571748102 217,515 -827 -0.38 11,385 0.63 0.1768
2014-08-08 2014-06-30 13F MARSH & MCLENNAN COS COM 571748102 218,342 393 0.18 11,314 5.30 0.1744
2014-05-07 2014-03-31 13F MARSH & MCLENNAN COS COM 571748102 217,949 6,747 3.19 10,745 5.20 0.1785
2014-02-03 2013-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 211,202 -15,560 -6.86 10,214 3.43 0.1738
2014-01-27 2013-12-31 13F MARSH & MCLENNAN COS COM 571748102 211,202 10,214
2013-10-28 2013-09-30 13F MARSH & MCLENNAN COS COM 571748102 226,762 -5,518 -2.38 9,875 6.49 0.1814
2013-08-01 2013-06-30 13F MARSH & MCLENNAN COS COM 571748102 232,280 232,280 9,273 0.1765
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.