Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
138,20 € ↑2,50 (1,84%)
2026-06-04
DEL PRIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionKey FInancial Inc
Latest Disclosed Ownership493 shares
Latest Disclosed Value $ 85,511
Key FInancial Inc reports 344.14% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On April 24, 2026 - Key FInancial Inc filed a 13F-HR form disclosing ownership of 493 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $73,777 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 111 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 344.14% during the quarter. The current value of the position is $68,133 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)
2026-04-24 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 493 382 344.14 86 325.00 0.0147
2026-02-09 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 111 0 0.00 21 -9.09 0.0038
2025-11-05 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 111 5 4.72 22 -4.35 0.0041
2025-08-05 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 106 0 0.00 23 -8.00 0.0047
2025-05-01 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 106 0 0.00 26 13.64 0.0056
2025-01-31 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 106 0 0.00 23 -4.35 0.0051
2024-10-29 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 106 3 2.91 24 9.52 0.0052
2024-07-30 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 103 0 0.00 22 0.00 0.0052
2024-05-13 2024-03-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 103 0 0.00 21 10.53 0.0054
2024-05-01 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 103 0 20 0.0053
2024-01-31 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 103 0 0.00 20 0.00 0.0053
2023-11-01 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 103 0 0.00 20 0.00 0.0066
2023-07-28 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 103 35 51.47 19 72.73 0.0064
2023-05-02 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 68 0 0.00 11 10.00 0.0041
2023-01-26 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 68 0 0.00 10 0.00 0.0048
2022-10-28 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 68 49 257.89 10 233.33 0.0047
2022-07-26 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 19 -80 -80.81 3 -82.35 0.0016
2022-04-27 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 99 80 421.05 17 466.67 0.0084
2022-01-19 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 19 0 0.00 3 0.00 0.0015
2021-11-01 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 19 -594 -96.90 3 -96.67 0.0017
2021-08-02 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 613 594 3,126.32 90 4,400.00 0.0503
2021-04-30 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 19 0 0.00 2 0.00 0.0013
2021-01-29 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 19 19 2 0.0015
2020-08-07 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 0 -19 -100.00 0 -100.00
2020-05-05 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 19 19 2 0.0021
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.