Citigroup Inc ownership in MRSH / Marsh & McLennan Companies, Inc.

Marsh & McLennan Companies, Inc.

US ˙ NYSE ˙ US5717481023

Security	MRSH / Marsh & McLennan Companies, Inc.
Institution	Citigroup Inc
Latest Disclosed Ownership	523,616 shares
Latest Disclosed Value	$ 90,821,123

On May 11, 2026 - Citigroup Inc filed a 13F-HR form disclosing ownership of 523,616 shares of Marsh & McLennan Companies, Inc. (US:MRSH) valued at $90,821,195 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 472,888 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 10.73% during the quarter. The current value of the position is $82,375,269 USD.

Citigroup Inc has a history of taking positions in derivatives of the underlying security (MRSH) in the form of stock options. The firm currently holds call options representing 0 of underlying shares valued at $0 USD and put options representing 0 of underlying shares valued at $0 USD .

Note: prior versions of this page mistakenly stated that the share values represented the number of options, not the number of underlying shares. For more information on the data backing these reports, please see the SEC document Frequently Asked Questions About Form 13F.

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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Institutional Put/Call Ratios

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In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.

Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.

MRSH / Marsh & McLennan Companies, Inc. Historical Put/Call Ratio

Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-11	2026-03-31	13F	MARSH & MCLENNAN COS	COM	571748102	523,616	50,728	10.73	90,821	3.52	0.0195
2026-02-13	2025-12-31	13F	MARSH & MCLENNAN COS	COM	571748102	472,888	-23,992	-4.83	87,730	-12.39	0.0387
2025-11-10	2025-09-30	13F	MARSH & MCLENNAN COS	COM	571748102	496,880	9,088	1.86	100,136	-6.11	0.0446
2025-08-11	2025-06-30	13F	MARSH & MCLENNAN COS	COM	571748102	487,792	-87,202	-15.17	106,651	-23.99	0.0524
2025-05-12	2025-03-31	13F	MARSH & MCLENNAN COS	COM	571748102	574,994	243,329	73.37	140,316	99.17	0.0717
2025-02-12	2024-12-31	13F	MARSH & MCLENNAN COS	COM	571748102	331,665	-176,580	-34.74	70,449	-37.87	0.0418
2024-11-12	2024-09-30	13F	MARSH & MCLENNAN COS	COM	571748102	508,245	23,445	4.84	113,384	10.99	0.0657
2024-08-12	2024-06-30	13F	MARSH & MCLENNAN COS	COM	571748102	484,800	111,988	30.04	102,157	33.03	0.0654
2024-05-10	2024-03-31	13F	MARSH & MCLENNAN COS	COM	571748102	372,812	-63,163	-14.49	76,792	-7.04	0.0504
2024-02-09	2023-12-31	13F	MARSH & MCLENNAN COS	COM	571748102	435,975	-58,998	-11.92	82,604	-12.30	0.0582
2023-12-06	2023-09-30	13F/A-1	MARSH & MCLENNAN COS	COM	571748102	494,973	-17,147	-3.35	94,193	-2.21	0.0704
2023-11-09	2023-09-30	13F	MARSH & MCLENNAN COS	COM	571748102	494,973	-17,147		94,193		0.0281
2023-08-10	2023-06-30	13F	MARSH & MCLENNAN COS	COM	571748102	512,120	-23,173	-4.33	96,320	8.04	0.0632
2023-05-11	2023-03-31	13F	MARSH & MCLENNAN COS	COM	571748102	535,293	59,974	12.62	89,153	13.35	0.0625
2023-02-09	2022-12-31	13F	MARSH & MCLENNAN COS	COM	571748102	475,319	68,376	16.80	78,656	29.47	0.0626
2022-11-10	2022-09-30	13F	MARSH & MCLENNAN COS	COM	571748102	406,943	-169,047	-29.35	60,752	-32.06	0.0435
2022-08-10	2022-06-30	13F	MARSH & MCLENNAN COS	COM	571748102	575,990	182,114	46.24	89,422	33.22	0.0666
2022-05-12	2022-03-31	13F	MARSH & MCLENNAN COS	COM	571748102	393,876	-26,936	-6.40	67,126	-8.23	0.0408
2022-02-10	2021-12-31	13F	MARSH & MCLENNAN COS	COM	571748102	420,812	-12,161	-2.81	73,146	11.56	0.0392
2021-11-10	2021-09-30	13F	MARSH & MCLENNAN COS	COM	571748102	432,973	-87,834	-16.86	65,567	-10.51	0.0387
2021-08-10	2021-06-30	13F	MARSH & MCLENNAN COS	COM	571748102	520,807	-41,492	-7.38	73,266	6.98	0.0441
2021-05-13	2021-03-31	13F	MARSH & MCLENNAN COS	COM	571748102	562,299	71,248	14.51	68,488	19.21	0.0443
2021-02-11	2020-12-31	13F	MARSH & MCLENNAN COS	COM	571748102	491,051	73,009	17.46	57,452	19.82	0.0339
2020-11-12	2020-09-30	13F	MARSH & MCLENNAN COS	COM	571748102	418,042	147,842	54.72	47,950	65.28	0.0313
2020-08-12	2020-06-30	13F	MARSH & MCLENNAN COS	COM	571748102	270,200	121,275	81.43	29,012	125.34	0.0226
2020-05-12	2020-03-31	13F	MARSH & MCLENNAN COS	COM	571748102	148,925	-88,435	-37.26	12,875	-51.31	0.0116
2020-02-12	2019-12-31	13F	MARSH & MCLENNAN COS	COM	571748102	237,360	-50,463	-17.53	26,445	-8.17	0.0191
2019-11-08	2019-09-30	13F	MARSH & MCLENNAN COS	COM	571748102	287,823	-682,629	-70.34	28,798	-70.25	0.0228
2019-08-12	2019-06-30	13F	MARSH & MCLENNAN COS	COM	571748102	970,452	734,746	311.72	96,803	337.37	0.0782
2019-05-13	2019-03-31	13F	MARSH & MCLENNAN COS	COM	571748102	235,706	88,373	59.98	22,133	88.35	0.0213
2019-02-12	2018-12-31	13F	MARSH & MCLENNAN COS	COM	571748102	147,333	99,552	208.35	11,751	197.27	0.0119
2018-11-13	2018-09-30	13F	MARSH & MCLENNAN COS	COM	571748102	47,781	4,510	10.42	3,953	11.48	0.0035
2018-08-10	2018-06-30	13F	MARSH & MCLENNAN COS	COM	571748102	43,271	-211,267	-83.00	3,546	-83.13	0.0033
2018-05-11	2018-03-31	13F	MARSH & MCLENNAN COS	COM	571748102	254,538	-14,511	-5.39	21,024	-3.99	0.0173
2018-02-12	2017-12-31	13F	MARSH & MCLENNAN COS	COM	571748102	269,049	5,178	1.96	21,897	-0.98	0.0176
2017-11-13	2017-09-30	13F	MARSH & MCLENNAN COS	COM	571748102	263,871	73,519	38.62	22,114	49.03	0.0181
2017-08-11	2017-06-30	13F	MARSH & MCLENNAN COS	COM	571748102	190,352	-218,124	-53.40	14,839	-50.84	0.0134
2017-05-12	2017-03-31	13F	MARSH & MCLENNAN COS	COM	571748102	408,476	-200,700	-32.95	30,183	-26.70	0.0269
2017-02-10	2016-12-31	13F	MARSH & MCLENNAN COS	COM	571748102	609,176	314,352	106.62	41,176	107.68	0.0371
2016-11-10	2016-09-30	13F	MARSH & MCLENNAN COS	COM	571748102	294,824	280,286	1,927.95	19,827	1,892.66	0.0185
2016-08-12	2016-06-30	13F	MARSH & MCLENNAN COS	COM	571748102	14,538	-169,084	-92.08	995	-91.09	0.0010
2016-05-13	2016-03-31	13F	MARSH & MCLENNAN COS	COM	571748102	183,622	89,257	94.59	11,162	113.30	0.0125
2016-02-12	2015-12-31	13F	MARSH & MCLENNAN COS	COM	571748102	94,365	71,677	315.92	5,233	341.60	0.0052
2015-11-13	2015-09-30	13F	MARSH & MCLENNAN COS	COM	571748102	22,688	-105,422	-82.29	1,185	-83.68	0.0011
2015-08-13	2015-06-30	13F	MARSH & MCLENNAN COS	COM	571748102	128,110	-8,670	-6.34	7,263	-5.34	0.0065
2015-05-14	2015-03-31	13F	MARSH & MCLENNAN COS	COM	571748102	136,780	118,485	647.64	7,673	632.86	0.0074
2015-02-17	2014-12-31	13F	MARSH & MCLENNAN COS	COM	571748102	18,295	-25,306	-58.04	1,047	-54.12	0.0009
2014-11-14	2014-09-30	13F	MARSH & MCLENNAN COS	COM	571748102	43,601	-15,129	-25.76	2,282	-25.03	0.0020
2014-08-14	2014-06-30	13F	MARSH & MCLENNAN COS	COM	571748102	58,730	-8,264	-12.34	3,044	-7.84	0.0029
2014-05-15	2014-03-31	13F	MARSH & MCLENNAN COS	COM	571748102	66,994	-67,430	-50.16	3,303	-49.19	0.0034
2014-02-14	2013-12-31	13F	MARSH & MCLENNAN COS	COM	571748102	134,424	-225,284	-62.63	6,501	-58.50	0.0059
2013-11-14	2013-09-30	13F	MARSH & MCLENNAN COS	COM	571748102	359,708	-125,305	-25.84	15,666	-19.08	0.0147
2013-08-14	2013-06-30	13F	MARSH & MCLENNAN COS	COM	571748102	485,013	485,013		19,361		0.0191

Disclosed Call Options

File Date	Effective Date	Form	Security	Class	Opt	Shares	ΔShares (%)	Value (x1000)	ΔValue (%)	Cost Basis (x1000)	Profit (x1000)	Return (%)
2022-05-12	2022-03-31	13F	MARSH & MCLENNAN COS	COM	Call	0	-100.00	0	-100.00	n/a	n/a	n/a
2022-02-10	2021-12-31	13F	MARSH & MCLENNAN COS	COM	Call	20,000	0.00	3,476	14.76	n/a	n/a	n/a
2021-11-10	2021-09-30	13F	MARSH & MCLENNAN COS	COM	Call	20,000	0.00	3,029	7.64	n/a	n/a	n/a
2021-08-10	2021-06-30	13F	MARSH & MCLENNAN COS	COM	Call	20,000	0.00	2,814	15.52	n/a	n/a	n/a
2021-05-13	2021-03-31	13F	MARSH & MCLENNAN COS	COM	Call	20,000	3,233.33	2,436	3,380.00	n/a	n/a	n/a
2021-02-11	2020-12-31	13F	MARSH & MCLENNAN COS	COM	Call	600	-70.00	70	-69.43	n/a	n/a	n/a
2020-11-12	2020-09-30	13F	MARSH & MCLENNAN COS	COM	Call	2,000	42.86	229	52.67	n/a	n/a	n/a
2020-08-12	2020-06-30	13F	MARSH & MCLENNAN COS	COM	Call	1,400	-22.22	150	-3.85	n/a	n/a	n/a
2020-05-12	2020-03-31	13F	MARSH & MCLENNAN COS	COM	Call	1,800	20.00	156	-6.59	n/a	n/a	n/a
2020-02-12	2019-12-31	13F	MARSH & MCLENNAN COS	COM	Call	1,500	-75.81	167	-73.06	n/a	n/a	n/a
2019-11-08	2019-09-30	13F	MARSH & MCLENNAN COS	COM	Call	6,200	-28.74	620	-28.57	n/a	n/a	n/a
2019-08-12	2019-06-30	13F	MARSH & MCLENNAN COS	COM	Call	8,700	74.00	868	84.68	n/a	n/a	n/a
2019-05-13	2019-03-31	13F	MARSH & MCLENNAN COS	COM	Call	5,000	16.28	470	37.03	n/a	n/a	n/a
2019-02-12	2018-12-31	13F	MARSH & MCLENNAN COS	COM	Call	4,300	59.26	343	53.81	n/a	n/a	n/a
2018-11-13	2018-09-30	13F	MARSH & MCLENNAN COS	COM	Call	2,700	-44.90	223	-44.53	n/a	n/a	n/a
2018-08-10	2018-06-30	13F	MARSH & MCLENNAN COS	COM	Call	4,900	0.00	402	-0.74	n/a	n/a	n/a
2018-05-11	2018-03-31	13F	MARSH & MCLENNAN COS	COM	Call	4,900	-15.52	405	-14.19	n/a	n/a	n/a
2018-02-12	2017-12-31	13F	MARSH & MCLENNAN COS	COM	Call	5,800	81.25	472	75.46	n/a	n/a	n/a
2017-11-13	2017-09-30	13F	MARSH & MCLENNAN COS	COM	Call	3,200	23.08	269	32.51	n/a	n/a	n/a
2017-08-11	2017-06-30	13F	MARSH & MCLENNAN COS	COM	Call	2,600	-97.42	203	-97.27	n/a	n/a	n/a
2017-05-12	2017-03-31	13F	MARSH & MCLENNAN COS	COM	Call	100,800	740.00	7,448	1,324.09	n/a	n/a	n/a
2013-11-14	2013-09-30	13F	MARSH & MCLENNAN COS	COM	Call	12,000	0.00	523	9.19	n/a	n/a	n/a
2013-08-14	2013-06-30	13F	MARSH & MCLENNAN COS	COM	Call	12,000		479		n/a	n/a	n/a

Disclosed Put Options

File Date	Effective Date	Form	Security	Class	Opt	Shares	ΔShares (%)	Value (x1000)	ΔValue (%)	Cost Basis (x1000)	Profit (x1000)	Return (%)
2022-05-12	2022-03-31	13F	MARSH & MCLENNAN COS	COM	Put	0	-100.00	0	-100.00	n/a	n/a	n/a
2022-02-10	2021-12-31	13F	MARSH & MCLENNAN COS	COM	Put	20,000	0.00	3,476	14.76	n/a	n/a	n/a
2021-11-10	2021-09-30	13F	MARSH & MCLENNAN COS	COM	Put	20,000	0.00	3,029	7.64	n/a	n/a	n/a
2021-08-10	2021-06-30	13F	MARSH & MCLENNAN COS	COM	Put	20,000	-33.33	2,814	-22.99	n/a	n/a	n/a
2021-05-13	2021-03-31	13F	MARSH & MCLENNAN COS	COM	Put	30,000		3,654		n/a	n/a	n/a
2021-02-11	2020-12-31	13F	MARSH & MCLENNAN COS	COM	Put	0	-100.00	0	-100.00	n/a	n/a	n/a
2020-11-12	2020-09-30	13F	MARSH & MCLENNAN COS	COM	Put	100	-90.00	11	-89.72	n/a	n/a	n/a
2020-08-12	2020-06-30	13F	MARSH & MCLENNAN COS	COM	Put	1,000	-9.09	107	12.63	n/a	n/a	n/a
2020-05-12	2020-03-31	13F	MARSH & MCLENNAN COS	COM	Put	1,100	120.00	95	69.64	n/a	n/a	n/a
2020-02-12	2019-12-31	13F	MARSH & MCLENNAN COS	COM	Put	500	-88.64	56	-87.27	n/a	n/a	n/a
2019-11-08	2019-09-30	13F	MARSH & MCLENNAN COS	COM	Put	4,400	10.00	440	10.28	n/a	n/a	n/a
2019-08-12	2019-06-30	13F	MARSH & MCLENNAN COS	COM	Put	4,000	-40.30	399	-36.57	n/a	n/a	n/a
2019-05-13	2019-03-31	13F	MARSH & MCLENNAN COS	COM	Put	6,700	458.33	629	555.21	n/a	n/a	n/a
2019-02-12	2018-12-31	13F	MARSH & MCLENNAN COS	COM	Put	1,200	300.00	96	284.00	n/a	n/a	n/a
2018-11-13	2018-09-30	13F	MARSH & MCLENNAN COS	COM	Put	300	-88.89	25	-88.69	n/a	n/a	n/a
2018-08-10	2018-06-30	13F	MARSH & MCLENNAN COS	COM	Put	2,700	-42.55	221	-43.04	n/a	n/a	n/a
2018-05-11	2018-03-31	13F	MARSH & MCLENNAN COS	COM	Put	4,700	20.51	388	22.40	n/a	n/a	n/a
2018-02-12	2017-12-31	13F	MARSH & MCLENNAN COS	COM	Put	3,900	2.63	317	-0.31	n/a	n/a	n/a
2017-11-13	2017-09-30	13F	MARSH & MCLENNAN COS	COM	Put	3,800		318		n/a	n/a	n/a
2016-02-12	2015-12-31	13F	MARSH & MCLENNAN COS	COM	Put	0	-100.00	0	-100.00	n/a	n/a	n/a
2015-11-13	2015-09-30	13F	MARSH & MCLENNAN COS	COM	Put	12,000	990.91	627	1,083.02	n/a	n/a	n/a
2014-02-14	2013-12-31	13F	MARSH & MCLENNAN COS	COM	Put	1,100	0.00	53	10.42	n/a	n/a	n/a
2013-11-14	2013-09-30	13F	MARSH & MCLENNAN COS	COM	Put	1,100	0.00	48	9.09	n/a	n/a	n/a
2013-08-14	2013-06-30	13F	MARSH & MCLENNAN COS	COM	Put	1,100		44		n/a	n/a	n/a

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.