Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
138,20 € ↑2,50 (1,84%)
2026-06-04
DEL PRIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionPinnacle Associates Ltd
Latest Disclosed Ownership13,839 shares
Latest Disclosed Value $ 2,400,362
Pinnacle Associates Ltd reports 26.58% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On April 21, 2026 - Pinnacle Associates Ltd filed a 13F-HR form disclosing ownership of 13,839 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $2,071,006 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 10,933 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 26.58% during the quarter. The current value of the position is $1,912,550 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)
2026-04-21 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 13,839 2,906 26.58 2,400 18.34 0.0308
2026-02-05 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 10,933 734 7.20 2,028 -1.31 0.0260
2025-11-13 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 10,199 307 3.10 2,055 -4.95 0.0273
2025-08-04 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 9,892 130 1.33 2,163 -9.24 0.0313
2025-05-06 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 9,762 -198 -1.99 2,382 12.62 0.0349
2025-02-14 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 9,960 3,262 48.70 2,116 66.67 0.0287
2024-10-25 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 6,698 266 4.14 1,269 -6.35 0.0216
2024-07-30 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 6,432 -225 -3.38 1,355 -1.17 0.0212
2024-04-26 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 6,657 -41 -0.61 1,371 8.04 0.0216
2024-01-19 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 6,698 161 2.46 1,269 2.01 0.0214
2023-10-24 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 6,537 -68 -1.03 1,244 0.16 0.0231
2023-07-27 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 6,605 49 0.75 1,242 13.84 0.0216
2023-05-05 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 6,556 65 1.00 1,092 1.58 0.0223
2023-02-01 2022-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 6,491 -101 -1.53 1,074 9.15 0.0234
2023-01-25 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 6,526 -66 1,121 0.0000
2022-11-01 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 6,592 869 15.18 984 10.69 0.0226
2022-08-02 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,723 349 6.49 889 -2.95 0.0194
2022-05-05 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,374 0 0.00 916 -1.93 0.0162
2022-02-02 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 5,374 3,057 131.94 934 166.10 0.0161
2021-10-19 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,317 0 0.00 351 7.67 0.0065
2021-08-02 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,317 -37 -1.57 326 13.59 0.0059
2021-05-12 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,354 0 0.00 287 4.36 0.0055
2021-01-26 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,354 15 0.64 275 2.61 0.0056
2020-10-23 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,339 15 0.65 268 7.20 0.0064
2020-08-14 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,324 -1,350 -36.74 250 -21.38 0.0062
2020-05-13 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,674 3,674 -39.48 318 0.00 0.0097
2016-05-13 2016-03-31 13F MARSH & MCLENNAN COS COM 571748102 0 -6,311 -100.00 0 -100.00
2016-02-11 2015-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 6,311 131 2.12 350 8.36 0.0073
2016-02-09 2015-12-31 13F MARSH & MCLENNAN COS COM 571748102 6,311 131 350 0.0075
2015-11-10 2015-09-30 13F MARSH & MCLENNAN COS COM 571748102 6,180 -251 -3.90 323 -11.51 0.0071
2015-08-12 2015-06-30 13F MARSH & MCLENNAN COS COM 571748102 6,431 360 5.93 365 7.04 0.0068
2015-05-15 2015-03-31 13F Marsh & Mclennan COM 571748102 6,071 0 0.00 341 -1.73 0.0064
2015-02-12 2014-12-31 13F Marsh & Mclennan COM 571748102 6,071 0 0.00 347 9.12 0.0068
2014-11-12 2014-09-30 13F Marsh & Mclennan COM 571748102 6,071 -319 -4.99 318 -3.93 0.0065
2014-08-14 2014-06-30 13F Marsh & Mclennan COM 571748102 6,390 -1,300 -16.91 331 -12.66 0.0065
2014-05-14 2014-03-31 13F Marsh & Mclennan COM 571748102 7,690 0 0.00 379 1.88 0.0074
2014-02-12 2013-12-31 13F Marsh & Mclennan COM 571748102 7,690 -446 -5.48 372 5.08 0.0073
2013-11-14 2013-09-30 13F Marsh & Mclennan COM 571748102 8,136 1,665 25.73 354 37.21 0.0073
2013-08-13 2013-06-30 13F Marsh & Mclennan COM 571748102 6,471 6,471 258 0.0058
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.