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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionYcg, Llc
Latest Disclosed Ownership235,107 shares
Latest Disclosed Value $ 40,779,310
Ycg, Llc reports 2.32% decrease in ownership of MMC / Marsh & McLennan Companies, Inc.

On May 14, 2026 - Ycg, Llc filed a 13F-HR form disclosing ownership of 235,107 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $40,779,310 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 240,693 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -2.32% during the quarter. The current value of the position is $42,954,049 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.

Upgrade to unlock premium data and export to Excel .

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 235,107 -5,586 -2.32 40,779 -8.68 3.6911
2026-02-11 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 240,693 12,679 5.56 44,653 -2.82 3.3689
2025-10-28 2025-09-30 13F Marsh & McLennan Cos COM 571748102 228,014 12,437 5.77 45,952 -2.51 3.4504
2025-08-13 2025-06-30 13F Marsh & McLennan Cos COM 571748102 215,577 -2,308 -1.06 47,134 -11.35 3.6426
2025-05-13 2025-03-31 13F Marsh & McLennan Cos COM 571748102 217,885 -295 -0.14 53,170 14.73 4.1637
2025-02-10 2024-12-31 13F Marsh & McLennan Cos COM 571748102 218,180 -436 -0.20 46,344 -4.98 3.6832
2024-11-04 2024-09-30 13F Marsh & McLennan Cos COM 571748102 218,616 1,784 0.82 48,771 6.74 3.7651
2024-08-06 2024-06-30 13F Marsh & McLennan Cos COM 571748102 216,832 427 0.20 45,691 2.95 3.7256
2024-05-06 2024-03-31 13F Marsh & McLennan Cos COM 571748102 216,405 -504 -0.23 44,380 7.99 3.5284
2024-01-29 2023-12-31 13F Marsh & McLennan Cos COM 571748102 216,909 52 0.02 41,098 -0.41 3.4022
2023-10-25 2023-09-30 13F Marsh & McLennan Cos COM 571748102 216,857 -1,472 -0.67 41,268 0.50 3.8102
2023-08-14 2023-06-30 13F Marsh & McLennan Cos COM 571748102 218,329 -118 -0.05 41,063 12.87 3.6610
2023-05-12 2023-03-31 13F Marsh & McLennan Cos COM 571748102 218,447 -1,065 -0.49 36,382 -1.93 3.5576
2023-02-03 2022-12-31 13F Marsh & McLennan Cos COM 571748102 219,512 -4,998 -2.23 37,099 10.69 3.9660
2022-11-10 2022-09-30 13F Marsh & McLennan Cos COM 571748102 224,510 -81 -0.04 33,517 -3.87 3.9882
2022-08-04 2022-06-30 13F Marsh & McLennan Cos COM 571748102 224,591 -90 -0.04 34,868 -8.94 3.9418
2022-05-05 2022-03-31 13F Marsh & McLennan Cos COM 571748102 224,681 89 0.04 38,290 -1.92 3.6155
2022-02-14 2021-12-31 13F Marsh & McLennan Cos COM 571748102 224,592 -5,618 -2.44 39,039 11.98 3.4347
2021-11-05 2021-09-30 13F Marsh & McLennan Cos COM 571748102 230,210 -32,290 -12.30 34,861 -5.60 3.2896
2021-08-02 2021-06-30 13F Marsh & McLennan Cos COM 571748102 262,500 9,726 3.85 36,929 19.95 3.5769
2021-05-12 2021-03-31 13F Marsh & McLennan Cos COM 571748102 252,774 764 0.30 30,788 4.42 3.4362
2021-02-12 2020-12-31 13F Marsh & McLennan Cos COM 571748102 252,010 9,825 4.06 29,485 6.36 3.3880
2020-11-09 2020-09-30 13F Marsh & McLennan Cos COM 571748102 242,185 3,111 1.30 27,723 7.92 3.6009
2020-08-14 2020-06-30 13F Marsh & McLennan Cos COM 571748102 239,074 -7,143 -2.90 25,689 24.05 3.6609
2020-05-08 2020-03-31 13F Marsh & McLennan Cos COM 571748102 246,217 -36,995 -13.06 20,708 -34.37 3.4789
2020-01-30 2019-12-31 13F Marsh & McLennan Cos COM 571748102 283,212 18,255 6.89 31,553 19.03 4.1401
2019-10-16 2019-09-30 13F Marsh & McLennan Cos COM 571748102 264,957 40,372 17.98 26,509 17.77 3.9465
2019-07-23 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 224,585 1,120 0.50 22,509 6.81 3.5437
2019-05-01 2019-03-31 13F Marsh & McLennan Cos COM 571748102 223,465 531 0.24 21,073 18.53 3.6567
2019-01-30 2018-12-31 13F Marsh & McLennan Cos COM 571748102 222,934 11,952 5.66 17,779 1.87 3.6069
2018-10-23 2018-09-30 13F Marsh & McLennan Cos COM 571748102 210,982 41,183 24.25 17,452 25.25 3.4682
2018-07-19 2018-06-30 13F Marsh & McLennan Cos COM 571748102 169,799 139,600 462.27 13,934 469.90 2.9511
2018-05-03 2018-03-31 13F Marsh & McLennan Cos COM 571748102 30,199 30,199 2,445 0.5350
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.