Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
135,70 € ↓ -3,10 (-2,23%)
2026-06-03
DEL PRIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionLantz Financial LLC
Latest Disclosed Ownership7,784 shares
Latest Disclosed Value $ 1,350,135
Lantz Financial LLC reports 0.27% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On April 9, 2026 - Lantz Financial LLC filed a 13F-HR form disclosing ownership of 7,784 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $1,164,876 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 7,763 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 0.27% during the quarter. The current value of the position is $1,056,289 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)
2026-04-09 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 7,784 21 0.27 1,350 -6.25 0.2791
2026-01-14 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 7,763 25 0.32 1,440 -7.63 0.3039
2025-11-06 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 7,738 -19 -0.24 1,559 -8.02 0.3451
2025-07-11 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 7,757 -2 -0.03 1,696 -10.46 0.4227
2025-04-08 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 7,759 26 0.34 1,893 15.29 0.5182
2025-01-21 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 7,733 -6 -0.08 1,643 -4.87 0.4378
2024-10-15 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 7,739 27 0.35 1,726 6.22 0.4674
2024-08-07 2024-06-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 7,712 -24 -0.31 1,625 2.01 0.5049
2024-07-10 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 7,712 -24 1,625 0.5049
2024-04-10 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 7,736 36 0.47 1,593 9.26 0.5128
2024-01-12 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 7,700 -20 -0.26 1,459 -0.75 0.5269
2023-10-20 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 7,720 30 0.39 1,469 1.59 0.5846
2023-07-12 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 7,690 16 0.21 1,446 13.15 0.5663
2023-04-10 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 7,674 0 0.00 1,278 0.71 0.5315
2023-01-23 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 7,674 5,382 234.82 1,270 271.05 0.5776
2022-10-17 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,292 0 0.00 342 -3.93 0.1780
2022-07-29 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,292 0 0.00 356 -10.55 0.1607
2022-01-19 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,292 0 0.00 398 14.70 0.1833
2021-10-14 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,292 0 0.00 347 7.76 0.1779
2021-07-16 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,292 0 0.00 322 15.41 0.1655
2021-04-19 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,292 0 0.00 279 4.10 0.1587
2021-01-19 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,292 0 0.00 268 1.90 0.1672
2020-10-09 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,292 0 0.00 263 6.91 0.1769
2020-07-22 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,292 2,292 246 0.1771
2020-04-10 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 0 -2,292 -100.00 0 -100.00
2020-01-17 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,292 2,292 255 0.1510
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.