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

SecurityMRSH / Marsh & McLennan Companies, Inc.
InstitutionEwa, Llc
Latest Disclosed Ownership1,598 shares
Latest Disclosed Value $ 277,194
Ewa, Llc reports 3.50% increase in ownership of MRSH / Marsh & McLennan Companies, Inc.

On April 23, 2026 - Ewa, Llc filed a 13F-HR form disclosing ownership of 1,598 shares of Marsh & McLennan Companies, Inc. (US:MRSH) valued at $277,173 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 1,544 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 3.50% during the quarter. The current value of the position is $251,397 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)
2026-04-23 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,598 54 3.50 277 -3.15 0.0629
2026-02-03 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,544 -194 -11.16 286 -18.29 0.0699
2025-10-31 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,738 -50 -2.80 350 -10.26 0.0970
2025-07-18 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,788 7 0.39 391 -10.14 0.1231
2025-04-22 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,781 38 2.18 435 17.30 0.1616
2025-02-14 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,743 3 0.17 370 -3.90 0.1391
2024-11-15 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,740 19 1.10 385 2.12 0.1377
2024-07-24 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,721 22 1.29 377 8.02 0.1561
2024-05-13 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,699 9 0.53 349 7.06 0.1570
2024-02-05 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,690 -34 -1.97 327 -5.51 0.1594
2023-11-15 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,724 140 8.84 345 16.16 0.2236
2023-08-10 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,584 83 5.53 298 9.19 0.2042
2023-05-16 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,501 1,501 272 0.2022
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.