Marsh & McLennan Companies, Inc.
US ˙ NYSE ˙ US5717481023

SecurityMRSH / Marsh & McLennan Companies, Inc.
InstitutionAviva Plc
Latest Disclosed Ownership393,705 shares
Latest Disclosed Value $ 68,288,132
Aviva Plc reports 4.52% decrease in ownership of MRSH / Marsh & McLennan Companies, Inc.

On May 14, 2026 - Aviva Plc filed a 13F-HR form disclosing ownership of 393,705 shares of Marsh & McLennan Companies, Inc. (US:MRSH) valued at $68,288,132 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 412,334 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -4.52% during the quarter. The current value of the position is $61,937,671 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 393,705 -18,629 -4.52 68,288 -10.73 0.1146
2026-02-12 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 412,334 -515,431 -55.56 76,496 -59.09 0.1290
2025-11-13 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 927,765 -152,419 -14.11 186,972 -20.83 0.3398
2025-08-07 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,080,184 31,669 3.02 236,171 -7.70 0.4877
2025-05-15 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,048,515 43,893 4.37 255,869 19.91 0.6173
2025-02-13 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,004,622 -57,294 -5.40 213,392 -9.92 0.5542
2024-11-14 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,061,916 9,280 0.88 236,903 6.80 0.6138
2024-08-02 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,052,636 103,515 10.91 221,811 13.46 0.6149
2024-05-14 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 949,121 21,961 2.37 195,500 11.29 0.6437
2024-02-09 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 927,160 29,893 3.33 175,669 2.88 0.6298
2023-11-13 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 897,267 -29,778 -3.21 170,750 -2.07 0.7181
2023-08-10 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 927,045 117,445 14.51 174,359 29.31 0.7101
2023-05-12 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 809,600 -10,042 -1.23 134,839 -0.59 0.6105
2023-02-14 2022-12-31 13F/A-2 MARSH & MCLENNAN COS COM 571748102 819,642 136,566 19.99 135,634 33.01 0.6671
2023-02-10 2022-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 819,642 136,566 968 0.0046
2023-02-09 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 819,642 136,566 136 0.6517
2022-11-14 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 683,076 -5,477 -0.80 101,976 -4.60 0.5878
2022-08-04 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 688,553 -131,583 -16.04 106,898 -23.52 0.5688
2022-05-13 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 820,136 -15,708 -1.88 139,768 -3.80 0.6988
2022-02-10 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 835,844 -144,937 -14.78 145,286 -2.18 0.6091
2021-11-12 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 980,781 -9,088 -0.92 148,520 6.65 0.6625
2021-08-10 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 989,869 16,298 1.67 139,255 17.43 0.6108
2021-05-13 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 973,571 -80,690 -7.65 118,581 -3.87 0.5792
2021-02-10 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,054,261 -43,204 -3.94 123,349 -2.01 0.6416
2020-11-12 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,097,465 -56,440 -4.89 125,879 1.60 0.7425
2020-08-13 2020-06-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 1,153,905 493,890 74.83 123,895 117.11 0.7724
2020-08-13 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,153,905 493,890 123,895 375,083.3035
2020-05-14 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 660,015 185,602 39.12 57,065 7.97 0.4180
2020-02-10 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 474,413 171,961 56.86 52,854 74.67 0.3201
2019-11-12 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 302,452 -8,358 -2.69 30,260 -2.40 0.2051
2019-07-30 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 310,810 118,922 61.97 31,003 72.07 0.2130
2019-05-14 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 191,888 340 0.18 18,018 17.95 0.1209
2019-02-12 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 191,548 -54,489 -22.15 15,276 -24.94 0.1139
2018-11-13 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 246,037 -9,468 -3.71 20,352 -2.83 0.1116
2018-08-01 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 255,505 -4,536 -1.74 20,944 -2.48 0.1236
2018-05-14 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 260,041 -25,720 -9.00 21,477 -7.66 0.1313
2018-02-13 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 285,761 -40,191 -12.33 23,258 -14.87 0.1317
2017-11-13 2017-09-30 13F MARSH & MCLENNAN COS COM 571748102 325,952 2,740 0.85 27,321 8.43 0.1470
2017-08-07 2017-06-30 13F MARSH & MCLENNAN COS COM 571748102 323,212 3,260 1.02 25,198 6.57 0.1408
2017-05-15 2017-03-31 13F MARSH & MCLENNAN COS COM 571748102 319,952 -19,825 -5.83 23,644 2.94 0.1353
2017-02-13 2016-12-31 13F MARSH & MCLENNAN COS COM 571748102 339,777 18,340 5.71 22,969 6.25 0.1372
2016-11-14 2016-09-30 13F MARSH & MCLENNAN COS COM 571748102 321,437 7,744 2.47 21,617 0.68 0.1349
2016-08-05 2016-06-30 13F MARSH & MCLENNAN COS COM 571748102 313,693 46,032 17.20 21,472 31.96 0.1471
2016-05-12 2016-03-31 13F MARSH & MCLENNAN COS COM 571748102 267,661 1,661 0.62 16,271 10.31 0.1209
2016-02-11 2015-12-31 13F MARSH & MCLENNAN COS COM 571748102 266,000 -25,738 -8.82 14,750 -3.18 0.1119
2015-11-12 2015-09-30 13F MARSH & MCLENNAN COS COM 571748102 291,738 -12,186 -4.01 15,234 -11.60 0.1262
2015-08-06 2015-06-30 13F MARSH & MCLENNAN COS COM 571748102 303,924 11,690 4.00 17,233 5.14 0.1219
2015-05-14 2015-03-31 13F MARSH & MCLENNAN COS COM 571748102 292,234 292,234 0.00 16,391 0.1123
2015-02-05 2014-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 0 -225,821 -100.00 0 -100.00
2014-11-13 2014-09-30 13F MARSH & MCLENNAN COS COM 571748102 225,821 -1,160 -0.51 11,819 0.48 0.0936
2014-08-13 2014-06-30 13F MARSH & MCLENNAN COS COM 571748102 226,981 -1,760 -0.77 11,762 4.30 0.0899
2014-05-14 2014-03-31 13F MARSH & MCLENNAN COS COM 571748102 228,741 10,910 5.01 11,277 7.05 0.0914
2014-02-13 2013-12-31 13F MARSH & MCLENNAN COS COM 571748102 217,831 65,435 42.94 10,534 58.72 0.0881
2013-11-13 2013-09-30 13F MARSH & MCLENNAN COS COM 571748102 152,396 -80,823 -34.66 6,637 -28.71 0.0582
2013-08-01 2013-06-30 13F MARSH & MCLENNAN COS COM 571748102 233,219 233,219 9,310 0.0941
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.