Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
135,70 € ↓ -3,10 (-2,23%)
2026-06-03
DEL PRIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionRegions Financial Corp
Latest Disclosed Ownership9,076 shares
Latest Disclosed Value $ 1,574,232
Regions Financial Corp reports 2.96% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On May 5, 2026 - Regions Financial Corp filed a 13F-HR form disclosing ownership of 9,076 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $1,358,223 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 8,815 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 2.96% during the quarter. The current value of the position is $1,231,613 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)
2026-05-05 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 9,076 261 2.96 1,574 -3.73 0.0102
2026-01-27 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 8,815 -421 -4.56 1,635 -12.14 0.0105
2025-11-19 2025-09-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 9,236 -423 -4.38 1,861 -11.84 0.0121
2025-11-19 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 9,236 -423 1,861 0.0120
2025-07-29 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 9,659 -366 -3.65 2,112 -13.70 0.0145
2025-05-08 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 10,025 -39 -0.39 2,446 14.46 0.0182
2025-02-14 2024-12-31 13F MARSH & MCLENNAN COM 571748102 10,064 -516 -4.88 2,138 -9.45 0.0157
2024-11-14 2024-09-30 13F MARSH & MCLENNAN COM 571748102 10,580 -479 -4.33 2,360 1.29 0.0170
2024-07-31 2024-06-30 13F MARSH & MCLENNAN COM 571748102 11,059 -4,734 -29.98 2,330 -28.37 0.0177
2024-04-23 2024-03-31 13F MARSH & MCLENNAN COM 571748102 15,793 212 1.36 3,253 10.20 0.0247
2024-02-06 2023-12-31 13F MARSH & MCLENNAN COM 571748102 15,581 -266 -1.68 2,952 -2.09 0.0243
2023-11-01 2023-09-30 13F MARSH & MCLENNAN COM 571748102 15,847 361 2.33 3,016 3.54 0.0271
2023-08-09 2023-06-30 13F MARSH & MCLENNAN COM 571748102 15,486 2,474 19.01 2,913 145,500.00 0.0252
2023-05-12 2023-03-31 13F MARSH & MCLENNAN COM 571748102 13,012 187 1.46 2 0.00 0.0195
2023-02-06 2022-12-31 13F MARSH & MCLENNAN COM 571748102 12,825 -19 -0.15 2 -99.90 0.0195
2022-11-03 2022-09-30 13F MARSH & MCLENNAN COM 571748102 12,844 -417 -3.14 1,918 -6.85 0.0193
2022-07-25 2022-06-30 13F MARSH & MCLENNAN COM 571748102 13,261 -2,488 -15.80 2,059 -23.29 0.0196
2022-04-25 2022-03-31 13F MARSH & MCLENNAN COM 571748102 15,749 -62 -0.39 2,684 -2.33 0.0217
2022-01-31 2021-12-31 13F MARSH & MCLENNAN COM 571748102 15,811 -167 -1.05 2,748 13.55 0.0214
2021-11-04 2021-09-30 13F MARSH & MCLENNAN COM 571748102 15,978 970 6.46 2,420 14.58 0.0209
2021-07-27 2021-06-30 13F MARSH & MCLENNAN COM 571748102 15,008 -2,404 -13.81 2,112 -0.38 0.0183
2021-06-02 2021-03-31 13F MARSH & MCLENNAN COM 571748102 17,412 -302 -1.70 2,120 2.32 0.0192
2021-02-05 2020-12-31 13F MARSH & MCLENNAN COM 571748102 17,714 522 3.04 2,072 5.07 0.0200
2020-10-15 2020-09-30 13F MARSH & MCLENNAN COM 571748102 17,192 -282 -1.61 1,972 5.12 0.0215
2020-07-27 2020-06-30 13F MARSH & MCLENNAN COM 571748102 17,474 1,652 10.44 1,876 37.13 0.0218
2020-04-29 2020-03-31 13F MARSH & MCLENNAN COM 571748102 15,822 82 0.52 1,368 -22.01 0.0182
2020-02-03 2019-12-31 13F MARSH & MCLENNAN COM 571748102 15,740 -225 -1.41 1,754 9.76 0.0184
2019-10-24 2019-09-30 13F MARSH & MCLENNAN COM 571748102 15,965 466 3.01 1,598 3.36 0.0177
2019-07-19 2019-06-30 13F MARSH & MCLENNAN COM 571748102 15,499 936 6.43 1,546 13.01 0.0174
2019-04-19 2019-03-31 13F Marsh & McLennan Cos COM 571748102 14,563 -1,432 -8.95 1,368 7.21 0.0158
2019-01-28 2018-12-31 13F Marsh & McLennan Cos COM 571748102 15,995 -399 -2.43 1,276 -5.90 0.0159
2018-10-22 2018-09-30 13F Marsh & McLennan Cos COM 571748102 16,394 -4 -0.02 1,356 0.89 0.0146
2018-07-26 2018-06-30 13F Marsh & McLennan Cos COM 571748102 16,398 642 4.07 1,344 3.31 0.0152
2018-04-18 2018-03-31 13F Marsh & McLennan Cos COM 571748102 15,756 -1,187 -7.01 1,301 -5.66 0.0146
2018-01-18 2017-12-31 13F Marsh & McLennan Cos COM 571748102 16,943 -10,208 -37.60 1,379 -39.41 0.0149
2017-10-23 2017-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 27,151 -35 -0.13 2,276 7.41 0.0259
2017-07-31 2017-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 27,186 -2,670 -8.94 2,119 -3.94 0.0249
2017-05-02 2017-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 29,856 -1,099 -3.55 2,206 5.45 0.0261
2017-02-03 2016-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 30,955 -1,872 -5.70 2,092 -5.25 0.0256
2016-10-28 2016-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 32,827 -586 -1.75 2,208 -3.45 0.0285
2016-07-26 2016-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 33,413 -1,971 -5.57 2,287 6.32 0.0297
2016-05-02 2016-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 35,384 14,178 66.86 2,151 82.91 0.0285
2016-01-29 2015-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 21,206 20 0.09 1,176 6.23 0.0158
2015-10-20 2015-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 21,186 -119 -0.56 1,107 -8.36 0.0158
2015-07-14 2015-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 21,305 13,499 172.93 1,208 175.80 0.0160
2015-04-23 2015-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 7,806 0 0.00 438 -2.01 0.0056
2015-01-21 2014-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 7,806 -1,090 -12.25 447 -4.08 0.0058
2014-10-27 2014-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 8,896 -2,663 -23.04 466 -22.20 0.0058
2014-07-23 2014-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 11,559 -555 -4.58 599 0.34 0.0073
2014-04-17 2014-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 12,114 -2,167 -15.17 597 -13.48 0.0076
2014-01-27 2013-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 14,281 -444 -3.02 690 7.64 0.0085
2013-10-18 2013-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 14,725 -783 -5.05 641 3.55 0.0085
2013-08-02 2013-06-30 13F MARSH & MCLENNAN COS COM 571748102 15,508 15,508 619 0.0084
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.