Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
138,20 € ↑2,50 (1,84%)
2026-06-04
DEL PRIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership2,700 shares
Latest Disclosed Value $ 468,315
Wealthspire Advisors, LLC reports 59.93% decrease in ownership of MSN / Marsh & McLennan Companies, Inc.

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 2,700 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $404,055 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 6,739 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -59.93% during the quarter. The current value of the position is $373,140 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-01 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,700 -4,039 -59.93 468 -62.56 0.0037
2026-02-12 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 6,739 5,024 292.94 1,250 262.32 0.0099
2025-11-14 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,715 -604 -26.05 346 -31.82 0.0018
2025-08-11 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,319 -1,219 -34.45 507 -41.37 0.0028
2025-05-09 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,538 153 4.52 863 20.03 0.0052
2025-02-04 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,385 222 7.02 719 1.99 0.0071
2024-11-13 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,163 627 24.72 706 32.02 0.0072
2024-08-08 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,536 -281 -9.98 534 -7.93 0.0068
2024-05-06 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,817 -210 -6.94 580 1.22 0.0077
2024-02-07 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,027 214 7.61 574 7.10 0.0081
2023-11-06 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,813 1,613 134.42 535 137.78 0.0088
2023-08-01 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,200 1,200 226 0.0037
2023-05-09 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 0 -2,529 -100.00 0 -100.00
2023-02-14 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,529 2,529 418 0.0076
2022-11-14 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 0 -1,564 -100.00 0 -100.00
2022-08-09 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,564 1,564 243 0.0051
2022-05-09 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 0 -1,718 -100.00 0 -100.00
2022-02-14 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,718 -8,828 -83.71 299 -81.28 0.0066
2021-11-15 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 10,546 10,546 1,597 0.0331
2021-08-13 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 0 -6,419 -100.00 0 -100.00
2021-05-17 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 6,419 2,035 46.42 782 52.44 0.0186
2021-02-16 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,384 1,237 39.31 513 42.11 0.0153
2020-11-16 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,147 84 2.74 361 9.73 0.0215
2020-08-14 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,063 -4,318 -58.50 329 -48.43 0.0229
2020-05-12 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 7,381 7,381 638 0.0267
2019-05-07 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 0 -332 -100.00 0 -100.00
2019-02-14 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 332 332 26 0.0025
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.