Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
138,20 € ↑2,50 (1,84%)
2026-06-04
DEL PRIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership2,307,361 shares
Latest Disclosed Value $ 400,214,577
Stifel Financial Corp reports 6.90% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 2,307,361 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $345,296,574 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,158,391 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 6.90% during the quarter. The current value of the position is $318,877,290 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)
2026-05-12 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,307,361 148,970 6.90 400,215 -0.05 0.0863
2026-02-13 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,158,391 -136,547 -5.95 400,428 -13.42 0.3602
2025-11-12 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,294,938 39,794 1.76 462,501 -6.20 0.4223
2025-08-14 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,255,144 -16,442 -0.72 493,067 -11.05 0.4796
2025-05-14 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,271,586 46,654 2.10 554,335 17.30 0.5892
2025-02-13 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,224,932 1,883,146 550.97 472,599 519.79 0.4923
2024-11-14 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 341,786 -33,477 -8.92 76,251 -3.57 0.0800
2024-08-13 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 375,263 22,672 6.43 79,077 8.88 0.0890
2024-05-14 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 352,591 21,407 6.46 72,629 15.74 0.0827
2024-02-12 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 331,184 69 0.02 62,750 -0.42 0.0790
2023-11-13 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 331,115 -15,395 -4.44 63,013 -3.31 0.0886
2023-08-14 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 346,510 -7,711 -2.18 65,172 10.47 0.0892
2023-05-12 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 354,221 -1,888,723 -84.21 58,997 -84.11 0.0846
2023-02-13 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,242,944 103,483 4.84 371,163 16.21 0.5571
2022-11-14 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,139,461 36,065 1.71 319,402 -2.19 0.5230
2022-08-15 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,103,396 13,997 0.67 326,556 -8.29 0.5111
2022-05-13 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,089,399 48,811 2.39 356,076 0.39 0.4859
2022-02-14 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,040,588 25,932 1.29 354,696 16.26 0.4689
2021-11-15 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,014,656 9,733 0.49 305,078 8.16 0.4473
2021-08-13 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,004,923 56,155 2.88 282,053 18.83 0.4221
2021-05-14 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,948,768 1,769,108 984.70 237,360 1,029.16 0.3913
2021-02-12 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 179,660 -111 -0.06 21,021 1.94 0.0375
2020-11-16 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 179,771 -3,598 -1.96 20,620 4.73 0.0424
2020-08-14 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 183,369 6,012 3.39 19,689 27.88 0.0453
2020-05-14 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 177,357 -1,397 -0.78 15,397 -22.63 0.0425
2020-02-13 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 178,754 -6,224 -3.36 19,900 7.07 0.0415
2019-11-19 2019-09-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 184,978 9,150 5.20 18,586 6.06 0.0474
2019-11-13 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 184,978 9,150 18,586 10,418.3846
2019-08-14 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 175,828 1,098 0.63 17,524 6.54 0.0452
2019-05-14 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 174,730 44,780 34.46 16,449 58.16 0.0465
2019-02-13 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 129,950 -23,876 -15.52 10,400 -18.48 0.0336
2018-11-13 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 153,826 8,823 6.08 12,758 7.09 0.0366
2018-08-14 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 145,003 8,182 5.98 11,913 5.24 0.0366
2018-05-11 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 136,821 6,558 5.03 11,320 6.66 0.0357
2018-02-14 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 130,263 16,097 14.10 10,613 10.84 0.0336
2017-11-13 2017-09-30 13F MARSH & MCLENNAN COS COM 571748102 114,166 8,581 8.13 9,575 16.34 0.0332
2017-08-14 2017-06-30 13F MARSH & MCLENNAN COS COM 571748102 105,585 826 0.79 8,230 6.33 0.0306
2017-05-10 2017-03-31 13F MARSH & MCLENNAN COS COM 571748102 104,759 14,433 15.98 7,740 26.66 0.0300
2017-02-16 2016-12-31 13F MARSH & MCLENNAN COS COM 571748102 90,326 42,365 88.33 6,111 89.37 0.0259
2016-11-15 2016-09-30 13F MARSH & MCLENNAN COS COM 571748102 47,961 61 0.13 3,227 -1.62 0.0145
2016-08-17 2016-06-30 13F MARSH & MCLENNAN COS COM 571748102 47,900 -658 -1.36 3,280 11.15 0.0152
2016-05-16 2016-03-31 13F MARSH & MCLENNAN COS COM 571748102 48,558 -14,272 -22.72 2,951 -15.32 0.0157
2016-03-21 2015-12-31 13F/A-2 MARSH & MCLENNAN COS COM 571748102 62,830 6,170 10.89 3,485 18.14 0.0181
2016-02-26 2015-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 61,196 -1,634 3,394 0.0177
2016-02-16 2015-12-31 13F MARSH & MCLENNAN COS COM 571748102 50,708 3,504
2015-11-16 2015-09-30 13F MARSH & MCLENNAN COS COM 571748102 56,660 -5,533 -8.90 2,950 -16.19 0.0166
2015-08-17 2015-06-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 62,193 18,807 43.35 3,520 44.68 0.0182
2015-08-17 2015-06-30 13F MARSH & MCLENNAN COS COM 571748102 62,140 3,518
2015-05-14 2015-03-31 13F MARSH & MCLENNAN COS COM 571748102 43,386 3,670 9.24 2,433 7.23 0.0133
2015-02-13 2014-12-31 13F MARSH & MCLENNAN COS COM 571748102 39,716 21,329 116.00 2,269 135.86 0.0126
2014-11-13 2014-09-30 13F MARSH & MCLENNAN COS COM 571748102 18,387 -193 -1.04 962 -0.10 0.0084
2014-08-14 2014-06-30 13F MARSH & MCLENNAN COS COM 571748102 18,580 -325 -1.72 963 3.33 0.0086
2014-05-15 2014-03-31 13F MARSH & MCLENNAN COS COM 571748102 18,905 18,905 932 0.0089
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.