Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
135,70 € ↓ -3,10 (-2,23%)
2026-06-03
DEL PRIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership713,781 shares
Latest Disclosed Value $ 123,805,314
Mackenzie Financial Corp reports 4.96% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 713,781 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $106,817,327 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 680,074 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 4.96% during the quarter. The current value of the position is $96,860,082 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)
2026-05-13 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 713,781 33,707 4.96 123,805 -2.64 0.1486
2026-02-18 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 680,074 -1,422,212 -67.65 127,168 -69.98 0.1506
2025-11-13 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,102,286 -182,908 -8.00 423,674 -15.20 0.5132
2025-08-13 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,285,194 1,554,114 212.58 499,635 180.06 0.6473
2025-05-07 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 731,080 -38,799 -5.04 178,405 9.10 0.2537
2025-05-02 2024-12-31 13F/A-2 MARSH & MCLENNAN COS COM 571748102 769,879 204,130 36.08 163,530 29.57 0.2228
2025-02-20 2024-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 769,879 204,130 163,530 0.2125
2025-02-14 2024-12-31 13F Marsh & McLennan Cos Common Stock 571748102 769,879 204,130 158,327 0.2273
2024-11-13 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 565,749 143,894 34.11 126,213 41.98 0.1756
2024-08-14 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 421,855 14,723 3.62 88,893 6.00 0.1321
2024-05-10 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 407,132 -38,243 -8.59 83,861 -0.62 0.1208
2024-01-30 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 445,375 -143,354 -24.35 84,385 -24.05 0.1273
2023-10-25 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 588,729 -88,168 -13.03 111,111 -11.47 0.1868
2023-08-03 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 676,897 -123,515 -15.43 125,510 -5.85 0.1904
2023-04-24 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 800,412 -32,313 -3.88 133,309 -3.26 0.2059
2023-02-14 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 832,725 -62,291 -6.96 137,799 3.13 0.2302
2022-10-07 2022-09-30 13F Marsh & McLennan Cos Common Stock 571748102 895,016 138,775 18.35 133,617 13.81 0.2298
2022-08-10 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 756,241 61,585 8.87 117,406 -0.83 0.1880
2022-05-13 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 694,656 466,184 204.04 118,383 198.10 0.1587
2022-02-14 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 228,472 30,119 15.18 39,713 32.21 0.0535
2021-11-08 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 198,353 87,769 79.37 30,037 93.08 0.0426
2021-08-11 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 110,584 3,773 3.53 15,557 19.58 0.0216
2021-05-14 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 106,811 65,438 158.17 13,010 168.75 0.0198
2021-02-10 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 41,373 11,784 39.83 4,841 42.63 0.0105
2020-11-13 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 29,589 10,675 56.44 3,394 67.11 0.0084
2020-08-13 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 18,914 -9,087 -32.45 2,031 -16.11 0.0054
2020-05-14 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 28,001 1,509 5.70 2,421 -17.96 0.0078
2020-02-13 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 26,492 19,131 259.90 2,951 300.95 0.0073
2019-11-14 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 7,361 -180 -2.39 736 -2.13 0.0019
2019-08-23 2019-06-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 7,541 -131,696 -94.58 752 -94.25 0.0019
2019-08-14 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 7,541 -131,696 752
2019-05-15 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 139,237 9,568 7.38 13,074 26.43 0.0315
2019-02-06 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 129,669 122,982 1,839.12 10,341 1,769.98 0.0272
2018-11-15 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 6,687 1,487 28.60 553 29.81 0.0013
2018-08-13 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,200 2,272 77.60 426 76.03 0.0011
2018-05-14 2018-03-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 2,928 -928,313 -99.69 242 -99.68 0.0006
2018-05-14 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,928 242
2018-02-13 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 931,241 241,372 34.99 75,794 31.09 0.1830
2017-11-13 2017-09-30 13F MARSH & MCLENNAN COS COM 571748102 689,869 65,000 10.40 57,818 18.69 0.3118
2017-08-14 2017-06-30 13F MARSH & MCLENNAN COS COM 571748102 624,869 45,876 7.92 48,715 13.87 0.2712
2017-05-25 2017-03-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 578,993 25,038 4.52 42,782 14.26 0.2502
2017-05-12 2017-03-31 13F MARSH & MCLENNAN COS COM 571748102 578,993 42,782
2017-02-14 2016-12-31 13F MARSH & MCLENNAN COS COM 571748102 553,955 553,955 0.00 37,442 0.2243
2015-02-11 2014-12-31 13F MARSH & MCLENNAN COS COM 571748102 0 -287,100 -100.00 0 -100.00
2014-11-12 2014-09-30 13F MARSH & MCLENNAN COS COM 571748102 287,100 -13,900 -4.62 15,027 -3.66 0.0753
2014-08-11 2014-06-30 13F MARSH & MCLENNAN COS COM 571748102 301,000 3,100 1.04 15,598 6.21 0.0726
2014-05-14 2014-03-31 13F MARSH & MCLENNAN COS COM 571748102 297,900 13,700 4.82 14,686 6.85 0.0720
2014-02-11 2013-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 284,200 9,100 3.31 13,744 14.71 0.0695
2014-02-03 2013-12-31 13F MARSH & MCLENNAN COS COM 571748102 284,200 13,744
2013-11-12 2013-09-30 13F MARSH & MCLENNAN COS COM 571748102 275,100 275,100 11,981 0.0606
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.