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

SecurityMRSH / Marsh & McLennan Companies, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership6,473,992 shares
Latest Disclosed Value $ 1,122,914,561
Morgan Stanley reports 5.77% decrease in ownership of MRSH / Marsh & McLennan Companies, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 6,473,992 shares of Marsh & McLennan Companies, Inc. (US:MRSH) valued at $1,122,913,912 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 6,870,731 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -5.77% during the quarter. The current value of the position is $1,018,488,421 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 6,473,992 -396,739 -5.77 1,122,915 -11.90 0.0677
2026-05-27 2025-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 6,870,731 -182,055 -2.58 1,274,659 -10.32 0.0761
2026-02-13 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 6,870,731 -182,055 1,274,659 0.0761
2026-05-27 2025-09-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 7,052,786 558,492 8.60 1,421,348 0.10 0.0861
2025-11-14 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 7,052,786 558,492 1,421,348 0.0861
2025-08-15 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 6,494,294 -347,481 -5.08 1,419,913 -14.95 0.0925
2025-05-15 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 6,841,775 272,462 4.15 1,669,599 19.65 0.1194
2025-05-15 2024-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 6,569,313 56,924 0.87 1,395,389 -3.96 0.0978
2025-02-14 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 6,569,313 56,924 1,395,389 0.0978
2025-05-14 2024-09-30 13F/A-2 MARSH & MCLENNAN COS COM 571748102 6,512,389 184,060 2.91 1,452,850 8.95 0.1054
2025-02-14 2024-09-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 6,512,389 184,060 1,452,850 0.1053
2024-11-14 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 6,512,389 184,060 1,452,850 0.1053
2025-05-14 2024-06-30 13F/A-2 MARSH & MCLENNAN COS COM 571748102 6,328,329 258,227 4.25 1,333,506 6.65 0.1032
2024-10-17 2024-06-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 6,328,329 258,227 1,333,506 0.1032
2024-08-14 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 6,328,329 258,227 1,333,506 0.1032
2024-10-17 2024-03-31 13F/A-2 MARSH & MCLENNAN COS COM 571748102 6,070,102 -16,492 -0.27 1,250,320 8.42 0.1003
2024-08-16 2024-03-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 6,070,102 -16,492 1,250,320 0.0118
2024-05-15 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 6,070,102 -16,492 1,250,320 0.1003
2024-08-16 2023-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 6,086,594 -58,452 -0.95 1,153,228 -1.38 0.1016
2024-02-13 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 6,086,594 -58,452 1,153,228 0.1016
2023-11-15 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 6,145,046 150,655 2.51 1,169,403 3.72 0.1189
2023-08-14 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,994,391 -130,055 -2.12 1,127,426 10.53 0.1111
2023-05-15 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 6,124,446 -169,381 -2.69 1,020,027 -2.06 0.1094
2023-02-14 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 6,293,827 2,075,928 49.22 1,041,503 65.40 0.1183
2022-11-14 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,217,899 -341,397 -7.49 629,689 -11.04 0.0858
2022-10-27 2022-06-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 4,559,296 2,260,955 98.37 707,834 80.72 0.0919
2022-08-15 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 4,559,296 2,260,955 707,834 0.0919
2022-10-27 2022-03-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 2,298,341 -810,782 -26.08 391,685 -27.52 0.0528
2022-05-13 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,298,341 -810,782 391,685 0.0528
2022-02-14 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,109,123 1,041,869 50.40 540,428 72.64 0.0667
2021-11-15 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,067,254 41,684 2.06 313,045 9.86 0.0422
2021-08-23 2021-06-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 2,025,570 -206,133 -9.24 284,957 4.83 0.0376
2021-08-16 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,025,570 -206,133 284,957 0.0078
2021-05-17 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,231,703 435,355 24.24 271,821 29.33 0.0399
2021-02-16 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,796,348 -719,522 -28.60 210,172 -27.17 0.0325
2020-11-13 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,515,870 733,147 41.13 288,571 50.76 0.0558
2020-08-14 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,782,723 38,600 2.21 191,411 26.93 0.0424
2020-05-26 2020-03-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 1,744,123 -84,048 -4.60 150,798 -25.96 0.0410
2020-05-15 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,744,123 -84,048 150,798 11,584.4300
2020-02-14 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,828,171 499,619 37.61 203,676 53.23 0.0474
2019-11-14 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,328,552 -167,568 -11.20 132,922 -10.93 0.0352
2019-08-14 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,496,120 67,326 4.71 149,237 11.23 0.0397
2019-05-15 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,428,794 -594,669 -29.39 134,165 -16.86 0.0380
2019-02-14 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,023,463 -45,652 -2.21 161,371 -5.72 0.0483
2019-04-23 2018-09-30 13F/A-2 MARSH & MCLENNAN COS COM 571748102 2,069,115 320,959 18.36 171,158 19.44 0.0428
2018-11-20 2018-09-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 2,069,115 0 171,158 0.0428
2018-11-14 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,069,115 320,959 171,158
2019-04-23 2018-06-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 1,748,156 40,200 2.35 143,298 1.59 0.0387
2018-08-14 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,748,156 40,200 143,298
2019-04-23 2018-03-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 1,707,956 -556,208 -24.57 141,060 -23.45 0.0392
2018-05-14 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,707,956 -556,208 141,060
2019-04-23 2017-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 2,264,164 582,961 34.68 184,280 30.79 0.0504
2018-02-14 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,264,164 582,961 184,280
2017-11-14 2017-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,681,203 189,145 12.68 140,901 21.13 0.0422
2017-08-11 2017-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,492,058 -552,345 -27.02 116,320 -23.00 0.0351
2017-05-22 2017-03-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 2,044,403 -795,329 -28.01 151,060 -21.30 0.0464
2017-05-12 2017-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,044,403 151,060
2017-02-22 2016-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 2,839,732 974,872 52.28 191,937 53.05 0.0628
2017-02-13 2016-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,839,732 191,937
2016-11-10 2016-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,864,860 462,113 32.94 125,412 30.59 0.0428
2016-08-12 2016-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,402,747 67,905 5.09 96,032 18.35 0.0347
2016-05-12 2016-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,334,842 11,264 0.85 81,145 10.56 0.0312
2016-02-09 2015-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,323,578 -220,436 -14.28 73,393 -8.97 0.0266
2016-02-08 2015-09-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 1,544,014 107,370 7.47 80,629 -1.02 0.0298
2015-11-09 2015-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,544,014 80,629
2015-08-12 2015-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,436,644 -314,011 -17.94 81,457 -17.05 0.0282
2015-05-14 2015-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,750,655 -627,525 -26.39 98,196 -27.86 0.0362
2015-02-13 2014-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,378,180 -202,099 -7.83 136,126 0.80 0.0498
2014-12-16 2014-09-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 2,580,279 -1,351,550 -34.37 135,051 -30.33 0.0519
2014-11-14 2014-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,580,279 135,051
2014-05-13 2014-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,931,829 529,064 15.55 193,840 17.80 0.0812
2014-02-13 2013-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,402,765 135,266 4.14 164,557 15.64 0.0700
2013-11-13 2013-09-30 13F MARSH & MCLENNAN COS INC COM 571748102 3,267,499 -138,572 -4.07 142,301 4.65 0.0673
2013-08-08 2013-06-30 13F MARSH & MCLENNAN COS INC COM 571748102 3,406,071 3,406,071 135,972 0.0686
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.