Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
135,70 € ↓ -3,10 (-2,23%)
2026-06-03
DEL PRIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionAvestar Capital, LLC
Latest Disclosed Ownership2,457 shares
Latest Disclosed Value $ 426,167
Avestar Capital, LLC reports 112.18% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On May 13, 2026 - Avestar Capital, LLC filed a 13F-HR form disclosing ownership of 2,457 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $367,690 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,158 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 112.18% during the quarter. The current value of the position is $333,415 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)
2026-05-13 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,457 1,299 112.18 426 99.07 0.0274
2026-02-10 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,158 -1,495 -56.35 215 -59.93 0.0139
2025-11-07 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,653 -945 -26.26 535 -32.06 0.0350
2025-08-13 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,598 609 20.37 787 7.82 0.0537
2025-05-14 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,989 190 6.79 729 22.73 0.0633
2025-01-29 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,799 188 7.20 595 2.06 0.0505
2024-11-13 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,611 -403 -13.37 582 -8.35 0.0599
2024-08-08 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,014 167 5.87 635 8.36 0.0652
2024-05-10 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,847 452 18.87 586 29.36 0.0615
2024-02-12 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,395 393 19.63 454 19.21 0.0514
2023-10-20 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,002 206 11.47 381 12.76 0.0542
2023-08-02 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,796 110 6.52 338 20.36 0.0541
2023-04-20 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,686 289 20.69 281 21.21 0.0501
2023-01-20 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,397 1,397 231 0.0418
2021-05-03 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 0 -12,923 -100.00 0 -100.00
2021-02-01 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 12,923 2,105 19.46 1,512 25.79 0.4197
2020-10-29 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 10,818 -43 -0.40 1,202 3.09 0.3963
2020-07-29 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 10,861 -756 -6.51 1,166 16.14 0.5153
2020-05-12 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 11,617 11,617 1,004 0.5485
2019-11-15 2019-09-30 13F/A-1 MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 0 -461 -100.00 0 -100.00
2019-08-06 2019-06-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 461 -36 -7.24 40 -2.44 0.0253
2019-05-09 2019-03-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 497 -11 -2.17 41 20.59 0.0269
2019-01-25 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 508 69 15.72 34 6.25 0.0232
2018-10-23 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 439 -103 -19.00 32 -17.95 0.0185
2018-08-10 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 542 34 6.69 39 8.33 0.0247
2018-05-10 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 508 -18 -3.42 36 0.00 0.0234
2018-02-14 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 526 526 36 0.0269
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.