Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
135,70 € ↓ -3,10 (-2,23%)
2026-06-03
DEL PRIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionCX Institutional
Latest Disclosed Ownership59,634 shares
Latest Disclosed Value $ 10,344
CX Institutional reports 45.17% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On April 6, 2026 - CX Institutional filed a 13F-HR form disclosing ownership of 59,634 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $8,924,228 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 41,078 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 45.17% during the quarter. The current value of the position is $8,092,334 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-06 2026-03-31 13F MARSH & MCLENNAN COM 571748102 59,634 18,556 45.17 10 42.86 0.3155
2026-02-02 2025-12-31 13F MARSH & MCLENNAN COM 571748102 41,078 1,968 5.03 8 0.00 0.2273
2025-10-23 2025-09-30 13F MARSH & MCLENNAN COM 571748102 39,110 3,572 10.05 8 0.00 0.2393
2025-07-16 2025-06-30 13F/A-1 MARSH & MCLENNAN COM 571748102 35,538 686 1.97 8 -12.50 0.2709
2025-07-11 2025-06-30 13F MARSH & MCLENNAN COM 571748102 35,538 686 8 0.2698
2025-04-15 2025-03-31 13F MARSH & MCLENNAN COM 571748102 34,852 1,648 4.96 9 -99.89 0.3210
2025-01-21 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 33,204 3,805 12.94 7,053 7.55 0.2801
2024-10-11 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 29,399 4,607 18.58 6,559 25.54 0.2912
2024-07-11 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 24,792 1,070 4.51 5,224 6.92 0.2452
2024-04-15 2024-03-31 13F Marsh & McLennan COM 571748102 23,722 1,122 4.96 4,886 14.11 0.2355
2024-01-12 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 22,600 2,839 14.37 4,282 13.88 0.2290
2023-10-18 2023-09-30 13F Marsh & McLennan COM 571748102 19,761 3,855 24.24 3,760 25.71 0.2071
2023-07-26 2023-06-30 13F MARSH & MCLENNAN COMPANIES INC COM COM 571748102 15,906 109 0.69 2,992 12.83 0.1549
2023-05-04 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 15,797 383 2.48 2,652 3.96 0.1412
2023-02-03 2022-12-31 13F MARSH & MCLENNAN COMPANIES INC COM COM 571748102 15,414 1,226 8.64 2,551 20.40 0.1550
2022-11-04 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 14,188 388 2.81 2,118 -1.12 0.1470
2022-08-02 2022-06-30 13F MARSH & MCLENNAN COM 571748102 13,800 4,449 47.58 2,142 34.38 0.1617
2022-05-09 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 9,351 177 1.93 1,594 -0.06 0.1276
2022-01-18 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 9,174 -186 -1.99 1,595 12.56 0.1268
2021-11-10 2021-09-30 13F MARSH & MCLENNAN COM 571748102 9,360 -278 -2.88 1,417 4.50 0.1158
2021-08-04 2021-06-30 13F MARSH & MCLENNAN COM 571748102 9,638 186 1.97 1,356 17.81 0.1114
2021-04-15 2021-03-31 13F MARSH & MCLENNAN COM 571748102 9,452 -18 -0.19 1,151 3.88 0.1029
2021-01-12 2020-12-31 13F MARSH & MCLENNAN COM 571748102 9,470 73 0.78 1,108 2.78 0.1067
2020-10-13 2020-09-30 13F MARSH & MCLENNAN COM 571748102 9,397 238 2.60 1,078 9.66 0.1163
2020-08-06 2020-06-30 13F MARSH & MCLENNAN COM 571748102 9,159 250 2.81 983 27.66 0.1292
2020-04-29 2020-03-31 13F MARSH & MCLENNAN COM 571748102 8,909 2 0.02 770 -22.38 0.1256
2020-01-21 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 8,907 0 0.00 992 11.34 0.1731
2019-10-10 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 8,907 -5 -0.06 891 0.22 0.1440
2019-07-17 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 8,912 35 0.39 889 6.59 0.1411
2019-04-03 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 8,877 117 1.34 834 19.31 0.1471
2019-01-14 2018-12-31 13F MARSH & MCLENNAN COM 571748102 8,760 8,760 699 0.1476
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.