Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
135,70 € ↓ -3,10 (-2,23%)
2026-06-03
DEL PRIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionCommonwealth Equity Services, Llc
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Commonwealth Equity Services, Llc closes position in MSN / Marsh & McLennan Companies, Inc.

On April 27, 2026 - Commonwealth Equity Services, Llc filed a 13F-HR form disclosing ownership of 0 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 64,657 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -100.00% during the quarter. The current value of the position is $0 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)
2026-04-27 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 0 -64,657 -100.00 0 -100.00
2026-02-12 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 64,657 -4,810 -6.92 11,995 85,578.57 0.0160
2025-10-22 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 69,467 -25,245 -26.65 14 -30.00 0.0181
2025-08-06 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 94,712 -3,284 -3.35 21 -13.04 0.0274
2025-05-09 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 97,996 2,485 2.60 24 15.00 0.0338
2025-02-10 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 95,511 -1,974 -2.02 20 -4.76 0.0297
2024-10-18 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 97,485 129 0.13 22 5.00 0.0330
2024-07-31 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 97,356 1,901 1.99 21 5.26 0.0325
2024-04-29 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 95,455 2,495 2.68 20 11.76 0.0327
2024-02-06 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 92,960 9,557 11.46 18 13.33 0.0323
2023-10-23 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 83,403 9,209 12.41 16 15.38 0.0329
2023-08-10 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 74,194 -1,987 -2.61 14 8.33 0.0284
2023-05-11 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 76,181 -16,309 -17.63 13 -20.00 0.0266
2023-02-07 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 92,490 4,109 4.65 15 -99.89 0.0368
2022-11-14 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 88,381 6,882 8.44 13,194 4.28 0.0340
2022-07-19 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 81,499 11,318 16.13 12,652 5.79 0.0330
2022-05-04 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 70,181 554 0.80 11,960 -1.17 0.0273
2022-01-31 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 69,627 1,090 1.59 12,102 16.61 0.0273
2021-10-29 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 68,537 906 1.34 10,378 9.08 0.0261
2021-08-11 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 67,631 7,779 13.00 9,514 30.51 0.0242
2021-05-04 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 59,852 -137 -0.23 7,290 3.88 0.0206
2021-02-11 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 59,989 -2,132 -3.43 7,018 -1.50 0.0211
2020-11-05 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 62,121 22,732 57.71 7,125 68.48 0.0243
2020-08-12 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 39,389 3,741 10.49 4,229 37.22 0.0160
2020-05-11 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 35,648 -520 -1.44 3,082 -23.50 0.0144
2020-02-05 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 36,168 1,939 5.66 4,029 17.67 0.0153
2019-10-30 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 34,229 6,764 24.63 3,424 25.01 0.0146
2019-07-19 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 27,465 236 0.87 2,739 7.16 0.0121
2019-05-13 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 27,229 -414 -1.50 2,556 15.97 0.0118
2019-02-11 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 27,643 2,041 7.97 2,204 4.11 0.0117
2018-11-06 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 25,602 999 4.06 2,117 4.96 0.0101
2018-07-31 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 24,603 -728 -2.87 2,017 -3.59 0.0105
2018-05-14 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 25,331 -619 -2.39 2,092 -0.95 0.0114
2018-02-12 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 25,950 25,950 2,112 0.0115
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.