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

SecurityMRSH / Marsh & McLennan Companies, Inc.
InstitutionCerity Partners LLC
Latest Disclosed Ownership213,048 shares
Latest Disclosed Value $ 36,953,079
Cerity Partners LLC reports 18.42% increase in ownership of MRSH / Marsh & McLennan Companies, Inc.

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 213,048 shares of Marsh & McLennan Companies, Inc. (US:MRSH) valued at $36,953,176 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 179,904 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 18.42% during the quarter. The current value of the position is $33,516,711 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)
2026-05-15 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 213,048 33,144 18.42 36,953 10.72 0.0259
2026-02-11 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 179,904 -125,878 -41.17 33,376 -45.84 0.0486
2025-10-22 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 305,782 -12,112 -3.81 61,624 -11.34 0.0999
2025-08-13 2025-06-30 13F MARSH & MCLENNAN COS Stock 571748102 317,894 56,931 21.82 69,504 9.14 0.1239
2025-04-30 2025-03-31 13F MARSH & MCLENNAN COS Stock 571748102 260,963 135,306 107.68 63,682 136.05 0.1290
2025-02-13 2024-12-31 13F MARSH & MCLENNAN COS Stock 571748102 125,657 -5,029 -3.85 26,979 -7.46 0.0585
2024-11-12 2024-09-30 13F MARSH & MCLENNAN COS Stock 571748102 130,686 32,312 32.85 29,155 40.64 0.0646
2024-08-13 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 98,374 -9,223 -8.57 20,729 -6.47 0.0546
2024-05-14 2024-03-31 13F MARSH & MCLENNAN COS Stock 571748102 107,597 32,508 43.29 22,163 55.78 0.0585
2024-01-26 2023-12-31 13F MARSH & MCLENNAN COS Stock 571748102 75,089 43,329 136.43 14,227 135.43 0.0467
2023-11-14 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 31,760 -27,018 -45.97 6,044 -45.33 0.0294
2023-08-14 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 58,778 -9,820 -14.32 11,055 -9.91 0.0430
2023-05-11 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 68,598 4,110 6.37 12,271 11.96 0.0289
2023-02-15 2022-12-31 13F MARSH & MCLENNAN COS Stock 571748102 64,488 7,075 12.32 10,959 27.86 0.0702
2022-11-14 2022-09-30 13F MARSH & MCLENNAN COS Stock 571748102 57,413 729 1.29 8,571 -2.60 0.1030
2022-08-10 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 56,684 -37,437 -39.78 8,800 -45.13 0.0973
2022-04-25 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 94,121 -16,502 -14.92 16,039 -16.60 0.2492
2022-02-14 2021-12-31 13F MARSH & MCLENNAN COS Stock 571748102 110,623 5,786 5.52 19,232 21.15 0.2927
2021-10-25 2021-09-30 13F Marsh & MC Lennan Stock 571748102 104,837 807 0.78 15,875 8.47 0.3493
2021-08-11 2021-06-30 13F MARSH & MCLENNAN COS Stock 571748102 104,030 49,490 90.74 14,635 120.31 0.3203
2021-08-11 2021-03-31 13F/A-1 MARSH & MCLENNAN COS Stock 571748102 54,540 54,540 6,643 0.1578
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.