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

SecurityMRSH / Marsh & McLennan Companies, Inc.
InstitutionSolstein Capital, LLC
Latest Disclosed Ownership231 shares
Latest Disclosed Value $ 40,067
Solstein Capital, LLC reports 71.11% increase in ownership of MRSH / Marsh & McLennan Companies, Inc.

On May 14, 2026 - Solstein Capital, LLC filed a 13F-HR form disclosing ownership of 231 shares of Marsh & McLennan Companies, Inc. (US:MRSH) valued at $40,067 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 135 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 71.11% during the quarter. The current value of the position is $36,341 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)
2026-05-14 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 231 96 71.11 40 60.00 0.0164
2026-02-13 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 135 0 0.00 25 -7.41 0.0100
2025-11-12 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 135 -40 -22.86 27 -28.95 0.0062
2025-08-01 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 175 40 29.63 38 18.75 0.0196
2025-04-17 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 135 0 0.00 33 14.29 0.0192
2025-02-13 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 135 0 0.00 29 -6.67 0.0160
2024-10-29 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 135 0 0.00 30 7.14 0.0160
2024-07-26 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 135 0 0.00 28 3.70 0.0186
2024-04-24 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 135 0 0.00 28 8.00 0.0193
2024-01-23 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 135 0 0.00 26 0.00 0.0189
2023-10-25 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 135 0 0.00 26 0.00 0.0221
2023-07-27 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 135 0 0.00 25 13.64 0.0212
2023-04-19 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 135 0 0.00 22 0.00 0.0196
2023-02-02 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 135 -368 -73.16 22 -70.67 0.0187
2022-11-01 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 503 0 0.00 75 -3.85 0.0661
2022-08-09 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 503 0 0.00 78 -9.30 0.0597
2022-05-05 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 503 0 0.00 86 -1.15 0.0567
2022-01-27 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 503 0 0.00 87 14.47 0.0524
2021-10-27 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 503 0 0.00 76 7.04 0.0436
2021-08-12 2021-06-30 13F MARSH & MCLENNAN COS INC COM COM 571748102 503 0 0.00 71 16.39 0.0874
2021-05-13 2021-03-31 13F Marsh & McLennan Cos COM 571748102 503 503 61 0.0829
2021-02-11 2020-12-31 13F Marsh & McLennan Cos Common 571748102 0 -368 -100.00 0 -100.00
2020-11-12 2020-09-30 13F Marsh & McLennan Cos Common 571748102 368 0 0.00 42 5.00 0.0941
2020-08-12 2020-06-30 13F Marsh & McLennan Cos Common 571748102 368 0 0.00 40 25.00 0.0950
2020-05-12 2020-03-31 13F Marsh & McLennan Cos Common 571748102 368 0 0.00 32 -21.95 0.1232
2020-02-12 2019-12-31 13F Marsh & McLennan Cos Common 571748102 368 368 41 0.0826
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.