Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
135,70 € ↓ -3,10 (-2,23%)
2026-06-03
DEL PRIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionEllevest, Inc.
Latest Disclosed Ownership2,910 shares
Latest Disclosed Value $ 504,740
Ellevest, Inc. reports 8.50% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On May 11, 2026 - Ellevest, Inc. filed a 13F-HR form disclosing ownership of 2,910 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $435,482 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,682 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 8.50% during the quarter. The current value of the position is $394,887 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)
2026-05-11 2026-03-31 13F MARSH & MCLENNAN COS INC COM COM 571748102 2,910 228 8.50 505 1.41 0.0702
2026-02-10 2025-12-31 13F MARSH & MCLENNAN COS INC COM COM 571748102 2,682 383 16.66 498 7.34 0.0688
2025-11-14 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,299 -880 -27.68 463 -33.38 0.0662
2025-08-05 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,179 97 3.15 695 -7.58 0.1109
2025-05-14 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,082 55 1.82 752 17.13 0.0501
2025-02-14 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,027 -282 -8.52 643 -13.01 0.0371
2024-11-13 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,309 133 4.19 738 10.31 0.0409
2024-08-14 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,176 -447 -12.34 669 -10.32 0.0401
2024-05-13 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,623 -166 -4.38 746 4.04 0.0463
2024-02-06 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,789 31 0.82 718 0.28 0.0489
2023-11-09 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,758 109 2.99 715 4.23 0.0550
2023-08-09 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,649 -56 -1.51 686 11.18 0.0516
2023-05-04 2023-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 3,705 -268 -6.75 617 -6.09 0.0479
2023-02-03 2022-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 3,973 581 17.13 657 29.84 0.0553
2022-11-02 2022-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 3,392 -213 -5.91 506 -9.64 0.0480
2022-07-18 2022-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 3,605 1,091 43.40 560 30.84 0.0526
2022-04-19 2022-03-31 13F MARSH & MCLENNAN COS Stock 571748102 2,514 546 27.74 428 25.15 0.0361
2022-01-24 2021-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,968 176 9.82 342 26.20 0.0304
2021-10-19 2021-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,792 674 60.29 271 72.61 0.0264
2021-07-13 2021-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,118 499 80.61 157 109.33 0.0156
2021-05-03 2021-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 619 -263 -29.82 75 -27.18 0.0090
2021-02-04 2020-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 882 17 1.97 103 4.04 0.0151
2020-10-26 2020-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 865 100 13.07 99 20.73 0.0178
2020-07-06 2020-06-30 13F MARSH & MCLENNAN COS Stock 571748102 765 238 45.16 82 78.26 0.0175
2020-04-13 2020-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 527 193 57.78 46 24.32 0.0127
2020-02-05 2019-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 334 330 8,250.00 37 0.0103
2019-10-08 2019-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 4 4 0 0.0000
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.