Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
138,20 € ↑2,50 (1,84%)
2026-06-04
DEL PRIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionRMR Wealth Builders
Latest Disclosed Ownership9,024 shares
Latest Disclosed Value $ 1,565,288
RMR Wealth Builders reports 0.98% decrease in ownership of MSN / Marsh & McLennan Companies, Inc.

On April 22, 2026 - RMR Wealth Builders filed a 13F-HR form disclosing ownership of 9,024 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $1,350,442 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 9,113 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -0.98% during the quarter. The current value of the position is $1,247,117 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)
2026-04-22 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 9,024 -89 -0.98 1,565 -7.40 0.1233
2026-01-29 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 9,113 53 0.58 1,691 -7.40 0.1353
2025-11-05 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 9,060 -373 -3.95 1,826 -11.49 0.1528
2025-07-08 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 9,433 -66 -0.69 2,062 -11.04 0.1875
2025-04-16 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 9,499 862 9.98 2,318 26.39 0.2440
2025-01-14 2024-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 8,637 -38 -0.44 1,835 -5.22 0.1896
2025-01-10 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 8,637 -38 1,835 0.1908
2024-10-21 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 8,675 1 0.01 1,935 5.91 0.2051
2024-07-23 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 8,674 0 0.00 1,828 2.30 0.2098
2024-04-15 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 8,674 -180 -2.03 1,787 6.50 0.2160
2024-02-06 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 8,854 6 0.07 1,678 -0.36 0.2357
2023-10-23 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 8,848 0 0.00 1,684 1.14 0.2689
2023-07-21 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 8,848 6 0.07 1,664 13.04 0.2831
2023-04-11 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 8,842 0 0.00 1,473 0.62 0.2800
2023-02-15 2022-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 8,842 0 0.00 1,463 10.83 0.3317
2022-11-08 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 8,842 0 0.00 1,320 -3.86 0.3229
2022-08-02 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 8,842 -432 -4.66 1,373 -13.10 0.3421
2022-05-13 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 9,274 9,274 1,580 0.3389
2022-02-02 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 0 -11,319 -100.00 0 -100.00
2021-10-18 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 11,319 0 0.00 1,714 7.66 0.5033
2021-08-16 2021-06-30 13F MARSH & MCLENNAN COS INC COM Common Stock 571748102 11,319 -2 -0.02 1,592 15.45 0.5219
2021-05-13 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 11,321 -50 -0.44 1,379 3.68 0.3583
2021-02-26 2020-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 11,371 337 3.05 1,330 5.06 0.6533
2021-02-09 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 337 -10,697 1,330 728,061.0038
2020-11-13 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 11,034 144 1.32 1,266 8.30 0.3287
2020-08-19 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 10,890 445 4.26 1,169 0.43 1.0421
2020-03-03 2019-12-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 10,445 10,445 1,164 1.1213
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.