Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
135,70 € ↓ -3,10 (-2,23%)
2026-06-03
DEL PRIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionProspera Financial Services Inc
Latest Disclosed Ownership3,386 shares
Latest Disclosed Value $ 588,098
Prospera Financial Services Inc reports 20.74% decrease in ownership of MSN / Marsh & McLennan Companies, Inc.

On April 14, 2026 - Prospera Financial Services Inc filed a 13F-HR form disclosing ownership of 3,386 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $506,715 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 4,272 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -20.74% during the quarter. The current value of the position is $459,480 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)
2026-04-14 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,386 -886 -20.74 588 -25.85 0.0095
2026-02-09 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,272 -8,271 -65.94 793 -68.63 0.0130
2025-11-06 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 12,543 4,377 53.60 2,528 41.62 0.0431
2025-08-06 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 8,166 5,266 181.59 1,786 152.12 0.0333
2025-05-15 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,900 337 13.15 708 30.15 0.0163
2025-02-13 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,563 38 1.50 545 -3.37 0.0127
2024-11-07 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,525 241 10.55 563 17.05 0.0144
2024-08-13 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,284 844 58.61 482 62.50 0.0134
2024-08-13 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,440 59 4.27 297 13.41 0.0088
2024-02-14 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,381 -295 -17.60 262 -18.44 0.0087
2023-11-13 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,676 279 19.97 320 21.67 0.0124
2023-08-08 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,397 -74 -5.03 264 7.35 0.0101
2023-05-12 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,471 23 1.59 246 2.51 0.0101
2023-02-08 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,448 1,448 240 0.0120
2022-10-27 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 0 -1,225 -100.00 0 -100.00
2022-08-08 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,225 -159 -11.49 191 -19.07 0.0097
2022-05-04 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,384 1,384 236 0.0099
2021-02-12 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 0 -668 -100.00 0 -100.00
2020-11-04 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 668 668 77 0.0294
2019-10-22 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 0 -3,215 -100.00 0 -100.00
2019-08-14 2019-06-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 3,215 -2,323 -41.95 328 -36.68 0.0368
2019-08-14 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,903 -1,635 312
2019-05-02 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,538 1,635 41.89 518 66.03 0.1705
2019-02-13 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,903 248 6.79 312 2.30 0.0630
2018-10-25 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,655 -1,519 -29.36 305 -29.23 0.0569
2018-07-18 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,174 -45 -0.86 431 0.70 0.0584
2018-04-12 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,219 -345 -6.20 428 -6.55 0.0598
2018-01-23 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 5,564 0 0.00 458 -1.08 0.0700
2017-10-11 2017-09-30 13F MARSH & MCLENNAN COS COM 571748102 5,564 326 6.22 463 13.76 0.0704
2017-07-19 2017-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,238 5,238 407 0.0653
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.