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

SecurityMRSH / Marsh & McLennan Companies, Inc.
InstitutionCapital Analysts, Inc.
Latest Disclosed Ownership227 shares
Latest Disclosed Value $ 40
Capital Analysts, Inc. reports 138.95% increase in ownership of MRSH / Marsh & McLennan Companies, Inc.

On May 14, 2026 - Capital Analysts, Inc. filed a 13F-HR form disclosing ownership of 227 shares of Marsh & McLennan Companies, Inc. (US:MRSH) valued at $39,373 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 15, 2026 disclosing 95 shares of Marsh & McLennan Companies, Inc.. The current value of the position is $35,712 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 227 132 138.95 0 0.0011
2026-05-15 2025-12-31 13F/A-2 MARSH & MCLENNAN COS COM 571748102 95 -76 -44.44 0 0.0163
2026-05-15 2025-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 76 -95 0 0.0003
2026-02-11 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 76 -95 0 0.0004
2025-11-14 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 171 1 0.59 0 0.0010
2025-08-13 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 170 1 0.59 0 0.0013
2025-05-14 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 169 64 60.95 0 0.0015
2025-02-14 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 105 -46 -30.46 0 0.0009
2024-11-13 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 151 -9 -5.62 0 0.0014
2024-08-14 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 160 -72 -31.03 0 0.0015
2024-05-14 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 232 80 52.63 0 0.0022
2024-01-30 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 152 -18 -10.59 0 0.0015
2023-11-13 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 170 39 29.77 0 0.0018
2023-08-11 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 131 8 6.50 0 0.0014
2023-05-05 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 123 -7 -5.38 0 0.0011
2023-02-08 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 130 -3 -2.26 0 0.0013
2022-11-14 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 133 16 13.68 0 0.0014
2022-08-12 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 117 16 15.84 0 0.0013
2022-05-12 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 101 0 0.00 0 0.0011
2022-02-10 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 101 0 0.00 0 0.0011
2021-11-04 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 101 1 1.00 0 0.0010
2021-11-15 2021-06-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 100 0 0.00 0 0.0009
2021-08-05 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 100 0 0 0.0009
2021-05-17 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 100 100 0 0.0008
2014-11-12 2013-03-31 13F * MARSH & MCLENNAN COS COM 571748102 0 -119 -100.00 0 -100.00
2014-11-12 2012-12-31 13F * MARSH & MCLENNAN COS COM 571748102 119 119 4 0.0017
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.