Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
138,20 € ↑2,50 (1,84%)
2026-06-04
DEL PRIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionAlta Advisers Ltd
Latest Disclosed Ownership1,878 shares
Latest Disclosed Value $ 325,739
Alta Advisers Ltd ownership in MSN / Marsh & McLennan Companies, Inc.

On May 7, 2026 - Alta Advisers Ltd filed a 13F-HR form disclosing ownership of 1,878 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $281,043 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,878 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 $259,540 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)
2026-05-07 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,878 0 0.00 326 -6.61 0.1179
2026-02-09 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,878 -400 -17.56 348 -24.18 0.1262
2025-10-31 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,278 0 0.00 459 -7.83 0.1404
2025-07-25 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,278 0 0.00 498 -10.27 0.1773
2025-04-25 2025-03-31 13F MARSH & MCLENNAN CO'S COM 571748102 2,278 700 44.36 556 65.67 0.2367
2025-02-14 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,578 115 7.86 335 2.76 0.2117
2024-11-08 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,463 0 0.00 326 5.84 0.1491
2024-08-08 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,463 163 12.54 308 15.36 0.1483
2024-04-24 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,300 0 0.00 268 8.54 0.1327
2024-02-12 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,300 0 0.00 246 -0.40 0.1315
2023-11-03 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,300 0 0.00 247 1.23 0.1433
2023-07-25 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,300 0 0.00 245 12.96 0.1375
2023-05-09 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,300 0 0.00 217 0.1293
2023-01-27 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,300 0 0.00 0 -100.00 0.1288
2022-10-28 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,300 1,300 194 0.1222
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.