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

SecurityMRSH / Marsh & McLennan Companies, Inc.
InstitutionOppenheimer & Co Inc
Latest Disclosed Ownership4,536 shares
Latest Disclosed Value $ 786,769
Oppenheimer & Co Inc reports 8.70% decrease in ownership of MRSH / Marsh & McLennan Companies, Inc.

On April 23, 2026 - Oppenheimer & Co Inc filed a 13F-HR form disclosing ownership of 4,536 shares of Marsh & McLennan Companies, Inc. (US:MRSH) valued at $786,769 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 4,968 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -8.70% during the quarter. The current value of the position is $713,604 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 4,536 -432 -8.70 787 -14.66 0.0096
2026-02-02 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,968 -47 -0.94 922 -8.81 0.0131
2025-11-06 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 5,015 -918 -15.47 1,011 -22.13 0.0123
2025-07-31 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,933 107 1.84 1,297 -8.73 0.0172
2025-04-23 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,826 323 5.87 1,422 21.66 0.0215
2025-02-05 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 5,503 -23 -0.42 1,169 -5.19 0.0174
2024-11-05 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 5,526 122 2.26 1,233 8.26 0.0188
2024-08-08 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,404 1,024 23.38 1,139 26.16 0.0181
2024-05-07 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,380 -53 -1.20 902 7.51 0.0150
2024-02-13 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,433 -238 -5.10 840 -5.52 0.0154
2023-11-08 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,671 -56 -1.18 889 -0.11 0.0184
2023-08-03 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 4,727 10 0.21 889 13.25 0.0178
2023-05-10 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,717 -126 -2.60 786 -2.00 0.0167
2023-02-08 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,843 80 1.68 801 12.66 0.0182
2022-11-14 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,763 0 0.00 711 -3.79 0.0166
2022-08-08 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 4,763 -25 -0.52 739 -9.44 0.0159
2022-05-12 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,788 17 0.36 816 -1.57 0.0147
2022-02-02 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,771 109 2.34 829 17.42 0.0145
2021-11-12 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,662 0 0.00 706 7.62 0.0132
2021-08-03 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 4,662 -30 -0.64 656 14.89 0.0118
2021-05-10 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,692 17 0.36 571 4.39 0.0114
2021-02-11 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,675 46 0.99 547 3.01 0.0115
2020-11-13 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,629 130 2.89 531 9.94 0.0133
2020-08-11 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 4,499 -795 -15.02 483 5.46 0.0125
2020-05-08 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,294 -661 -11.10 458 -30.92 0.0139
2020-02-07 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 5,955 -252 -4.06 663 6.76 0.0164
2019-10-31 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 6,207 -3,014 -32.69 621 -32.50 0.0169
2019-08-09 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 9,221 3,712 67.38 920 77.95 0.0250
2019-04-24 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,509 317 6.11 517 24.88 0.0138
2019-01-29 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 5,192 -5,663 -52.17 414 -53.90 0.0129
2018-10-26 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 10,855 -113 -1.03 898 -0.11 0.0229
2018-08-10 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 10,968 -307 -2.72 899 -3.44 0.0244
2018-05-01 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 11,275 -4,272 -27.48 931 -26.40 0.0239
2018-02-07 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 15,547 -212 -1.35 1,265 -4.24 0.0326
2017-11-09 2017-09-30 13F MARSH & MCLENNAN COS COM 571748102 15,759 675 4.47 1,321 12.33 0.0354
2017-08-09 2017-06-30 13F MARSH & MCLENNAN COS COM 571748102 15,084 8,740 137.77 1,176 150.75 0.0324
2017-05-15 2017-03-31 13F MARSH & MCLENNAN COS COM 571748102 6,344 854 15.56 469 26.42 0.0133
2017-02-01 2016-12-31 13F MARSH & MCLENNAN COS COM 571748102 5,490 -415 -7.03 371 -6.55 0.0108
2016-11-07 2016-09-30 13F MARSH & MCLENNAN COS COM 571748102 5,905 -111 -1.85 397 -3.41 0.0116
2016-08-08 2016-06-30 13F MARSH & MCLENNAN COS COM 571748102 6,016 -1,713 -22.16 411 -12.55 0.0123
2016-04-26 2016-03-31 13F MARSH & MCLENNAN COS COM 571748102 7,729 0 0.00 470 9.56 0.0143
2016-02-03 2015-12-31 13F MARSH & MCLENNAN COS COM 571748102 7,729 -1,005 -11.51 429 -5.92 0.0128
2015-11-13 2015-09-30 13F MARSH & MCLENNAN COS COM 571748102 8,734 -100 -1.13 456 -8.98 0.0139
2015-08-12 2015-06-30 13F MARSH & MCLENNAN COS COM 571748102 8,834 1,096 14.16 501 15.44 0.0139
2015-05-08 2015-03-31 13F MARSH & MCLENNAN COS COM 571748102 7,738 3,762 94.62 434 90.35 0.0118
2015-02-10 2014-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,976 55 1.40 228 11.22 0.0065
2014-11-12 2014-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,921 3,921 205 0.0061
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.