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

SecurityMRSH / Marsh & McLennan Companies, Inc.
InstitutionTruefg, Llc
Latest Disclosed Ownership5,000 shares
Latest Disclosed Value $ 867,250
Truefg, Llc ownership in MRSH / Marsh & McLennan Companies, Inc.

On April 22, 2026 - Truefg, Llc filed a 13F-HR form disclosing ownership of 5,000 shares of Marsh & McLennan Companies, Inc. (US:MRSH) valued at $867,250 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 5,000 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $786,600 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)
2026-04-22 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,000 0 0.00 867 -6.47 0.2299
2026-01-21 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 5,000 0 0.00 928 -7.94 0.2489
2025-11-06 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 5,000 0 0.00 1,008 -7.87 0.2784
2025-08-15 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,000 1,500 42.86 1,093 27.99 0.3249
2025-04-14 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,500 0 0.00 854 14.94 0.2811
2025-01-15 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,500 0 0.00 743 -4.74 0.2428
2024-10-18 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,500 0 0.00 781 5.83 0.2552
2024-08-07 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,500 0 0.00 738 2.36 0.2664
2024-04-23 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,500 0 0.00 721 8.60 0.2642
2024-02-08 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,500 0 0.00 663 -0.45 0.2624
2023-11-09 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,500 0 0.00 666 1.22 0.2882
2023-08-11 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,500 0 0.00 658 13.06 0.2829
2023-05-11 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,500 0 0.00 583 0.52 0.2631
2023-02-13 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,500 0 0.00 579 10.71 0.2760
2022-11-14 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,500 0 0.00 523 -3.68 0.2772
2022-08-11 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,500 0 0.00 543 -8.89 0.2775
2022-05-10 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,500 0 0.00 596 -1.97 0.2706
2022-02-07 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,500 0 0.00 608 4.11 0.2682
2021-11-10 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,500 0 0.00 584 18.70 0.2648
2021-07-22 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,500 0 0.00 492 15.49 0.2501
2021-04-27 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,500 0 0.00 426 3.90 0.2319
2021-01-08 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,500 0 0.00 410 2.24 0.2456
2020-10-07 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,500 0 0.00 401 6.65 0.2789
2020-07-21 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,500 0 0.00 376 24.09 0.2838
2020-04-16 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,500 0 0.00 303 -22.31 0.2739
2020-02-06 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,500 3,500 390 0.2956
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.