Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
138,20 € ↑2,50 (1,84%)
2026-06-04
DEL PRIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionFiduciary Trust Co
Latest Disclosed Ownership7,800 shares
Latest Disclosed Value $ 1,352,830
Fiduciary Trust Co reports 21.22% decrease in ownership of MSN / Marsh & McLennan Companies, Inc.

On May 15, 2026 - Fiduciary Trust Co filed a 13F-HR form disclosing ownership of 7,800 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $1,167,270 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,901 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -21.22% during the quarter. The current value of the position is $1,077,960 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)
2026-05-15 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 7,800 -2,101 -21.22 1,353 -26.36 0.0093
2026-02-13 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 9,901 -2,002 -16.82 1,837 -23.44 0.0209
2025-11-14 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 11,903 -1,027 -7.94 2,399 -15.18 0.0272
2025-08-14 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 12,930 457 3.66 2,827 -7.10 0.0348
2025-05-15 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 12,473 334 2.75 3,044 18.04 0.0399
2025-02-14 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 12,139 -744 -5.78 2,579 -10.27 0.0340
2024-11-14 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 12,883 4,253 49.28 2,874 58.03 0.0401
2024-08-14 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 8,630 -6 -0.07 1,819 2.25 0.0273
2024-05-14 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 8,636 -436 -4.81 1,779 3.49 0.0273
2024-02-12 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 9,072 320 3.66 1,719 3.18 0.0287
2023-11-14 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 8,752 -20 -0.23 1,666 0.97 0.0305
2023-08-01 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 8,772 -757 -7.94 1,650 3.91 0.0291
2023-05-15 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 9,529 -1,100 -10.35 1,587 -9.73 0.0294
2023-02-14 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 10,629 409 4.00 1,759 15.20 0.0342
2022-11-14 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 10,220 -1,405 -12.09 1,526 -15.41 0.0330
2022-08-12 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 11,625 -145 -1.23 1,804 -10.07 0.0380
2022-05-12 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 11,770 -198 -1.65 2,006 -3.60 0.0360
2022-02-14 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 11,968 -51 -0.42 2,081 14.34 0.0342
2021-11-12 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 12,019 -229 -1.87 1,820 5.63 0.0324
2021-08-16 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 12,248 386 3.25 1,723 19.32 0.0333
2021-05-19 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 11,862 -133 -1.11 1,444 2.92 0.0293
2021-01-26 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 11,995 -163 -1.34 1,403 0.65 0.0292
2020-11-13 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 12,158 -1,117 -8.41 1,394 -2.24 0.0328
2020-08-13 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 13,275 520 4.08 1,426 29.28 0.0353
2020-05-15 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 12,755 -111 -0.86 1,103 -23.08 0.0320
2020-02-04 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 12,866 -167 -1.28 1,434 9.97 0.0334
2019-11-12 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 13,033 135 1.05 1,304 1.32 0.0327
2019-08-14 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 12,898 300 2.38 1,287 8.79 0.0338
2019-05-07 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 12,598 0 0.00 1,183 17.71 0.0318
2019-01-29 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 12,598 0 0.00 1,005 -3.55 0.0308
2018-11-13 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 12,598 -4 -0.03 1,042 0.87 0.0292
2018-08-03 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 12,602 0 0.00 1,033 -0.77 0.0313
2018-05-07 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 12,602 1,865 17.37 1,041 19.11 0.0322
2018-01-29 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 10,737 -1,746 -13.99 874 -16.44 0.0260
2017-11-02 2017-09-30 13F MARSH & MCLENNAN COS COM 571748102 12,483 0 0.00 1,046 7.50 0.0322
2017-08-09 2017-06-30 13F MARSH & MCLENNAN COS COM 571748102 12,483 -47 -0.38 973 5.08 0.0298
2017-05-15 2017-03-31 13F MARSH & MCLENNAN COS COM 571748102 12,530 0 0.00 926 9.33 0.0283
2017-02-14 2016-12-31 13F MARSH & MCLENNAN COS COM 571748102 12,530 4,260 51.51 847 52.34 0.0274
2016-11-14 2016-09-30 13F MARSH & MCLENNAN COS COM 571748102 8,270 -505 -5.75 556 -7.49 0.0190
2016-08-12 2016-06-30 13F MARSH & MCLENNAN COS COM 571748102 8,775 -674 -7.13 601 4.70 0.0211
2016-05-16 2016-03-31 13F MARSH & MCLENNAN COS COM 571748102 9,449 2,390 33.86 574 46.80 0.0203
2016-02-03 2015-12-31 13F MARSH & MCLENNAN COS INC COM COMMON 571748102 7,059 -448 -5.97 391 -0.26 0.0166
2015-11-10 2015-09-30 13F MARSH & MCLENNAN COS INC COM COMMON 571748102 7,507 7 0.09 392 -7.98 0.0177
2015-08-10 2015-06-30 13F MARSH & MCLENNAN COS INC COM Common 571748102 7,500 -600 -7.41 426 -6.37 0.0177
2015-04-28 2015-03-31 13F MARSH & MCLENNAN COS INC COM COMMON 571748102 8,100 0 0.00 455 -1.94 0.0188
2015-01-26 2014-12-31 13F MARSH & MCLENNAN COS INC COM Common 571748102 8,100 0 0.00 464 9.43 0.0195
2014-11-03 2014-09-30 13F MARSH & MCLENNAN COS INC COM Common 571748102 8,100 -500 -5.81 424 -4.93 0.0187
2014-07-25 2014-06-30 13F MARSH & MCLENNAN COS INC COM Common 571748102 8,600 -500 -5.49 446 -0.67 0.0191
2014-05-13 2014-03-31 13F MARSH & MCLENNAN COS INC COM Common 571748102 9,100 0 0.00 449 2.05 0.0199
2014-02-19 2013-12-31 13F MARSH & MCLENNAN COS INC COM Common 571748102 9,100 -1,020 -10.08 440 0.00 0.0195
2013-10-31 2013-09-30 13F/A-1 MARSH & MCLENNAN COS INC COM Common 571748102 10,120 108 440 0.0203
2013-11-06 2013-09-30 13F/A-2 MARSH & MCLENNAN COS INC COM Common 571748102 10,120 108 1.08 440 10.00 0.0203
2013-10-29 2013-09-30 13F MARSH & MCLENNAN COS INC COM Common 571748102 10,120 440
2013-08-08 2013-06-30 13F MARSH & MCLENNAN COS INC COM Common 571748102 10,012 10,012 400 0.0185
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.