Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
138,20 € ↑2,50 (1,84%)
2026-06-04
DEL PRIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionStephens Inc /ar/
Latest Disclosed Ownership7,412 shares
Latest Disclosed Value $ 1,285,611
Stephens Inc /ar/ reports 16.12% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On April 28, 2026 - Stephens Inc /ar/ filed a 13F-HR form disclosing ownership of 7,412 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $1,109,206 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 6,383 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 16.12% during the quarter. The current value of the position is $1,024,338 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)
2026-04-28 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 7,412 1,029 16.12 1,286 8.53 0.0161
2026-02-05 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 6,383 1,162 22.26 1,184 12.55 0.0147
2025-10-27 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 5,221 1,289 32.78 1,052 22.47 0.0134
2025-07-29 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,932 77 2.00 860 -8.62 0.0118
2025-05-01 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,855 131 3.52 941 18.84 0.0138
2025-01-28 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,724 -143 -3.70 791 -8.24 0.0111
2024-10-28 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,867 -645 -14.30 863 -9.26 0.0122
2024-08-06 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 4,512 -377 -7.71 951 -5.66 0.0145
2024-05-15 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,889 501 11.42 1,007 21.18 0.0156
2024-02-13 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,388 290 7.08 831 6.68 0.0143
2023-11-14 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,098 -199 -4.63 780 -3.59 0.0149
2023-08-14 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 4,297 -6 -0.14 808 12.85 0.0145
2023-05-15 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,303 620 16.83 717 17.57 0.0137
2023-02-14 2022-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 3,683 1,252 51.50 609 67.77 0.0125
2023-01-25 2022-12-31 13F MARSH & MCLENNAN COS OM 571748102 3,683 1,252 1 0.0125
2022-11-02 2022-09-30 13F MARSH & MCLENNAN COS OM 571748102 2,431 -30 -1.22 363 -4.97 0.0078
2022-08-03 2022-06-30 13F MARSH & MCLENNAN COS OM 571748102 2,461 -19 -0.77 382 -9.69 0.0077
2022-05-04 2022-03-31 13F MARSH & MCLENNAN COS OM 571748102 2,480 572 29.98 423 27.41 0.0069
2022-03-07 2021-12-31 13F MARSH & MCLENNAN COS OM 571748102 1,908 -224 -10.51 332 2.79 0.0050
2021-10-27 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,132 -3,501 -62.15 323 -59.22 0.0050
2021-08-12 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,633 -801 -12.45 792 1.02 0.0119
2021-05-14 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 6,434 207 3.32 784 7.54 0.0129
2021-02-10 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 6,227 -81 -1.28 729 0.69 0.0131
2020-11-13 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 6,308 -567 -8.25 724 -1.90 0.0143
2020-08-24 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 6,875 1,413 25.87 738 56.36 0.0159
2020-05-14 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,462 653 13.58 472 -11.94 0.0126
2020-02-14 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,809 -556 -10.36 536 -0.19 0.0112
2019-10-18 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 5,365 164 3.15 537 3.47 0.0118
2019-08-01 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,201 -430 -7.64 519 -1.89 0.0118
2019-05-03 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,631 -185 -3.18 529 14.01 0.0125
2019-02-11 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 5,816 -190 -3.16 464 -6.64 0.0132
2018-11-14 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 6,006 -1,272 -17.48 497 -16.75 0.0124
2018-08-10 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 7,278 1,059 17.03 597 16.15 0.0180
2018-05-03 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 6,219 -202 -3.15 514 -1.72 0.0192
2018-02-05 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 6,421 1,676 35.32 523 31.41 0.0196
2017-11-08 2017-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,745 868 22.39 398 31.79 0.0144
2017-08-10 2017-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,877 249 6.86 302 12.69 0.0104
2017-05-11 2017-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,628 -357 -8.96 268 -0.37 0.0097
2017-02-09 2016-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,985 119 3.08 269 3.46 0.0110
2016-11-30 2016-09-30 13F/A-2 MARSH & MCLENNAN COS COM 571748102 3,866 -98 -2.47 260 -4.06 0.0114
2016-11-10 2016-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,866 260
2016-08-05 2016-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,964 -2 -0.05 271 12.45 0.0121
2016-05-05 2016-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,966 3,966 0.00 241 0.0118
2015-11-03 2015-09-30 13F MARSH & MCLENNAN COS COM 571748102 0 -3,680 -100.00 0 -100.00
2015-07-29 2015-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,680 -119 -3.13 209 -1.88 0.0095
2015-05-06 2015-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,799 266 7.53 213 5.45 0.0097
2015-02-12 2014-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,533 3,533 202 0.0096
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.