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

SecurityMRSH / Marsh & McLennan Companies, Inc.
InstitutionInvesco Ltd.
Latest Disclosed Ownership22,881,119 shares
Ownership 4.30%
Invesco Ltd. ownership in MRSH / Marsh & McLennan Companies, Inc.

2012-02-07 - Invesco Ltd. has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 22,881,119 shares of Marsh & McLennan Companies, Inc. (US:MRSH). This represents 4.3 percent ownership of the company.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2012-02-07 2012-02-07 13G/A 22,881,119 4.30

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-05-12 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,884,778 423,900 12.25 673,815 4.95 0.0128
2026-02-19 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,460,878 167,690 5.09 642,062 -3.26 0.0984
2025-11-13 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,293,188 753,828 29.69 663,676 19.54 0.1046
2025-08-13 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,539,360 -56,354 -2.17 555,206 -12.35 0.0944
2025-05-12 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,595,714 -231,894 -8.20 633,432 5.46 0.1200
2025-02-13 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,827,608 258,384 10.06 600,612 4.79 0.1110
2024-11-12 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,569,224 122,639 5.01 573,168 11.18 0.1107
2024-08-13 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,446,585 56,624 2.37 515,544 4.72 0.1090
2024-05-14 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,389,961 314,918 15.18 492,284 25.21 0.1057
2024-02-13 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,075,043 167,730 8.79 393,158 8.32 0.0936
2023-11-13 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,907,313 -258,955 -11.95 362,962 -10.91 0.0978
2023-08-11 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,166,268 86,391 4.15 407,432 17.62 0.1068
2023-05-12 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,079,877 -210,485 -9.19 346,404 -8.60 0.0966
2023-02-13 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,290,362 -80,899 -3.41 379,009 7.06 0.1110
2022-11-14 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,371,261 -119,381 -4.79 354,007 -8.45 0.1139
2022-08-15 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,490,642 -26,361 -1.05 386,672 -9.86 0.1172
2022-05-16 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,517,003 374,070 17.46 428,946 15.16 0.1094
2022-02-14 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,142,933 198,337 10.20 372,484 26.49 0.0898
2021-11-15 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,944,596 -122,996 -5.95 294,471 1.24 0.0746
2021-08-17 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,067,592 62,844 3.13 290,870 19.12 0.0715
2021-05-17 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,004,748 167,632 9.12 244,178 13.60 0.0652
2021-02-16 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,837,116 6,357 0.35 214,943 2.36 0.0626
2020-11-16 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,830,759 -111,025 -5.72 209,989 0.72 0.0710
2020-08-14 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,941,784 -466,987 -19.39 208,491 0.11 0.0745
2020-05-15 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,408,771 -116,359 -4.61 208,263 -25.97 0.0877
2020-02-14 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,525,130 -855,087 -25.30 281,323 -16.82 0.0873
2019-11-14 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,380,217 -222,637 -6.18 338,192 -5.90 0.0884
2019-08-14 2019-06-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 3,602,854 553,997 18.17 359,384 25.53 0.0925
2019-08-14 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,602,854 -3,019,750 359,384
2019-05-15 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,048,857 112,796 3.84 286,287 22.27 0.0965
2019-02-14 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,936,061 -91,967 -3.04 234,151 -6.52 0.0896
2018-11-14 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,028,028 -1,692,262 -35.85 250,479 -35.26 0.0788
2018-08-14 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 4,720,290 392,859 9.08 386,923 8.26 0.1281
2018-05-15 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,327,431 -287,160 -6.22 357,403 -4.84 0.1336
2018-02-14 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,614,591 -209,306 -4.34 375,580 -7.10 0.1354
2017-11-14 2017-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,823,897 -409,099 -7.82 404,289 -0.90 0.1493
2017-08-14 2017-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,232,996 -244,638 -4.47 407,964 0.80 0.1270
2017-05-15 2017-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,477,634 -360,670 -6.18 404,742 2.57 0.1329
2017-02-14 2016-12-31 13F MARSH & MCLENNAN COS COM 571748102 5,838,304 -290,521 -4.74 394,610 -4.26 0.1326
2016-11-14 2016-09-30 13F MARSH & MCLENNAN COS COM 571748102 6,128,825 -1,005,226 -14.09 412,165 -15.61 0.1416
2016-08-15 2016-06-30 13F MARSH & MCLENNAN COS COM 571748102 7,134,051 -1,541,499 -17.77 488,396 -7.39 0.1794
2016-05-16 2016-03-31 13F MARSH & MCLENNAN COS COM 571748102 8,675,550 -1,315,701 -13.17 527,387 -4.81 0.2143
2016-02-16 2015-12-31 13F MARSH & MCLENNAN COS COM 571748102 9,991,251 116,379 1.18 554,016 7.44 0.2211
2015-11-16 2015-09-30 13F MARSH & MCLENNAN COS COM 571748102 9,874,872 -586,973 -5.61 515,667 -13.07 0.2188
2015-08-14 2015-06-30 13F MARSH & MCLENNAN COS COMMON 571748102 10,461,845 -141,740 -1.34 593,187 -0.26 0.2328
2015-05-15 2015-03-31 13F MARSH & MCLENNAN COS COMMON 571748102 10,603,585 -1,736,276 -14.07 594,755 -15.80 0.2301
2015-02-13 2014-12-31 13F MARSH & MCLENNAN COS COMMON 571748102 12,339,861 -998,608 -7.49 706,333 1.17 0.2729
2014-11-14 2014-09-30 13F MARSH & MCLENNAN COS COMMON 571748102 13,338,469 -1,373,421 -9.34 698,138 -8.43 0.2788
2014-08-14 2014-06-30 13F MARSH & MCLENNAN COS COMMON 571748102 14,711,890 -2,607,749 -15.06 762,369 -10.71 0.2999
2014-05-15 2014-03-31 13F MARSH & MCLENNAN COS COMMON 571748102 17,319,639 186,186 1.09 853,860 3.05 0.3464
2014-02-13 2013-12-31 13F MARSH & MCLENNAN COS COMMON 571748102 17,133,453 -513,483 -2.91 828,573 7.81 0.3290
2013-11-13 2013-09-30 13F MARSH & MCLENNAN COS COMMON 571748102 17,646,936 -841,011 -4.55 768,524 4.13 0.3340
2013-08-14 2013-06-30 13F MARSH & MCLENNAN COS COMMON 571748102 18,487,947 18,487,947 738,038 0.3441
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.