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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionWealth Alliance
Latest Disclosed Ownership9,088 shares
Latest Disclosed Value $ 1,576,238
Wealth Alliance reports 9.14% decrease in ownership of MMC / Marsh & McLennan Companies, Inc.

On May 14, 2026 - Wealth Alliance filed a 13F-HR form disclosing ownership of 9,088 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $1,576,238 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 10,002 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -9.14% during the quarter. The current value of the position is $1,660,378 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 9,088 -914 -9.14 1,576 -15.04 0.1557
2026-02-13 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 10,002 120 1.21 1,856 -6.83 0.1816
2025-11-07 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 9,882 711 7.75 1,992 -0.70 0.2049
2025-08-08 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 9,171 523 6.05 2,005 -4.98 0.2239
2025-05-05 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 8,648 410 4.98 2,110 20.64 0.2554
2025-02-03 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 8,238 -156 -1.86 1,750 -6.57 0.2093
2024-11-04 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 8,394 -119 -1.40 1,873 4.41 0.2236
2024-08-09 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 8,513 -142 -1.64 1,794 0.62 0.2317
2024-05-10 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 8,655 -267 -2.99 1,783 5.44 0.2339
2024-01-30 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 8,922 -13 -0.15 1,690 -0.59 0.2370
2023-11-09 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 8,935 -595 -6.24 1,700 -5.13 0.2682
2023-08-02 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 9,530 -43 -0.45 1,792 12.42 0.2680
2023-05-11 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 9,573 1,369 16.69 1,594 17.46 0.2583
2023-02-13 2022-12-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 Stock 571748102 8,204 2,392 41.16 1,358 56.34 0.2410
2022-11-14 2022-09-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 Stock 571748102 5,812 74 1.29 868 -2.58 0.1713
2022-10-11 2022-06-30 13F/A-1 MARSH &MCLENNAN COMPANIES INC COM USD1.00 Stock 571748102 5,738 -80 -1.38 891 -10.09 0.1710
2022-08-15 2022-06-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 Stock 571748102 5,443 -375 845 0.1028
2022-05-10 2022-03-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 Stock 571748102 5,818 346 6.32 991 4.21 0.1413
2022-05-10 2022-03-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 Stock 571748102 5,523 941
2022-02-14 2021-12-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 Stock 571748102 5,472 27 0.50 951 15.27 0.1912
2021-11-12 2021-09-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 Stock 571748102 5,445 -44 -0.80 825 6.87 0.1853
2021-08-16 2021-06-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 Stock 571748102 5,489 97 1.80 772 17.50 0.1818
2021-05-18 2021-03-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 Stock 571748102 5,392 207 3.99 657 8.24 0.1840
2021-02-11 2020-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 5,185 -2,668 -33.97 607 -32.63 0.1789
2020-12-01 2020-09-30 13F/A-1 MARSH & MCLENNAN COS INC COM Stock 571748102 7,853 14 0.18 901 7.01 0.3239
2020-11-13 2020-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 7,853 14 901 265,016.3687
2020-08-14 2020-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 7,839 677 9.45 842 36.03 0.3326
2020-05-15 2020-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 7,162 7,162 619 0.3338
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.