Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
138,20 € ↑2,50 (1,84%)
2026-06-04
DEL PRIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionTower Bridge Advisors
Latest Disclosed Ownership1,716 shares
Latest Disclosed Value $ 297,640
Tower Bridge Advisors reports 10.44% decrease in ownership of MSN / Marsh & McLennan Companies, Inc.

On May 12, 2026 - Tower Bridge Advisors filed a 13F-HR form disclosing ownership of 1,716 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $256,799 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,916 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -10.44% during the quarter. The current value of the position is $237,151 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 Companies Common 571748102 1,716 -200 -10.44 298 -16.34 0.0209
2026-02-13 2025-12-31 13F MARSH & MCLENNAN C COMMON 571748102 1,916 -7 -0.36 355 -8.27 0.0359
2025-11-12 2025-09-30 13F MARSH & MCLENNAN COS COMMON 571748102 1,923 -200 -9.42 388 -16.59 0.0387
2025-08-11 2025-06-30 13F MARSH & MCLENNAN COS COMMON 571748102 2,123 0 0.00 464 -10.42 0.0499
2025-05-08 2025-03-31 13F MARSH & MCLENNAN C COMMON 571748102 2,123 -6 -0.28 518 14.60 0.0579
2025-02-05 2024-12-31 13F MARSH & MCLENNAN COS COMMON 571748102 2,129 -89 -4.01 452 -8.50 0.0482
2024-11-06 2024-09-30 13F MARSH & MCLENNAN COS COMMON 571748102 2,218 89 4.18 495 10.27 0.0513
2024-07-24 2024-06-30 13F MARSH & MCLENNAN COS COMMON 571748102 2,129 -200 -8.59 449 -6.47 0.0499
2024-04-29 2024-03-31 13F MARSH & MCLENNAN COS COMMON 571748102 2,329 -200 -7.91 480 0.00 0.0488
2024-02-14 2023-12-31 13F MARSH & MCLENNAN COS COMMON 571748102 2,529 -6 -0.24 479 -0.62 0.0412
2023-11-01 2023-09-30 13F MARSH & MCLENNAN COS COMMON 571748102 2,535 0 0.00 482 1.26 0.0447
2023-07-20 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,535 -200 -7.31 477 4.62 0.0437
2023-04-26 2023-03-31 13F MARSH & MCLENNAN COS COMMON 571748102 2,735 35 1.30 456 2.02 0.0373
2023-01-27 2022-12-31 13F MARSH & MCLENNAN COS COMMON 571748102 2,700 0 0.00 447 10.67 0.0371
2022-11-14 2022-09-30 13F MARSH & MCLENNAN COS COMMON 571748102 2,700 0 0.00 403 -3.82 0.0358
2022-07-21 2022-06-30 13F MARSH & MCLENNAN COS COMMON 571748102 2,700 -200 -6.90 419 -15.18 0.0342
2022-05-05 2022-03-31 13F MARSH & MCLENNAN COS COMMON 571748102 2,900 -300 -9.38 494 -11.15 0.0330
2022-02-09 2021-12-31 13F MARSH & MCLENNAN COS COMMON 571748102 3,200 0 0.00 556 14.88 0.0342
2021-10-28 2021-09-30 13F MARSH & MCLENNAN COS COMMON 571748102 3,200 -200 -5.88 485 1.26 0.0323
2021-08-10 2021-06-30 13F MARSH & MCLENNAN COS COMMON 571748102 3,400 0 0.00 478 15.46 0.0319
2021-05-12 2021-03-31 13F MARSH & MCLENNAN COS COMMON 571748102 3,400 -396 -10.43 414 -6.76 0.0312
2021-02-11 2020-12-31 13F MARSH & MCLENNAN COS COMMON 571748102 3,796 396 11.65 444 14.14 0.0362
2020-11-13 2020-09-30 13F MARSH & MCLENNAN COS COMMON 571748102 3,400 0 0.00 390 6.58 0.0398
2020-07-22 2020-06-30 13F MARSH & MCLENNAN COS COMMON 571748102 3,400 0 0.00 365 24.57 0.0409
2020-04-27 2020-03-31 13F MARSH & MCLENNAN COS COMMON 571748102 3,400 -300 -8.11 294 -28.88 0.0386
2020-02-05 2019-12-31 13F MARSH & MCLENNAN COS COMMON 571748102 3,700 0 0.00 412 7.85 0.0435
2019-11-12 2019-09-30 13F MARSH & MCLENNAN COS COMMON 571748102 3,700 0 0.00 382 3.52 0.0419
2019-08-06 2019-06-30 13F MARSH & MCLENNAN COS COMMON 571748102 3,700 0 0.00 369 6.34 0.0413
2019-04-30 2019-03-31 13F MARSH & MCLENNAN COS COMMON 571748102 3,700 -300 -7.50 347 8.78 0.0403
2019-02-07 2018-12-31 13F MARSH & MCLENNAN COS COMMON 571748102 4,000 0 0.00 319 -3.33 0.0411
2018-10-23 2018-09-30 13F MARSH & MCLENNAN COS COMMON 571748102 4,000 0 0.00 331 0.92 0.0346
2018-08-09 2018-06-30 13F MARSH & MCLENNAN COS COMMON 571748102 4,000 0 0.00 328 -0.91 0.0366
2018-05-02 2018-03-31 13F MARSH & MCLENNAN COS COMMON 571748102 4,000 -500 -11.11 330 -9.84 0.0366
2018-01-30 2017-12-31 13F MARSH & MCLENNAN COS COMMON 571748102 4,500 0 0.00 366 -2.92 0.0393
2017-11-06 2017-09-30 13F MARSH & MCLENNAN COS COMMON 571748102 4,500 0 0.00 377 7.71 0.0429
2017-07-26 2017-06-30 13F MARSH & MCLENNAN COS COMMON 571748102 4,500 0 0.00 351 5.42 0.0402
2017-05-02 2017-03-31 13F MARSH & MCLENNAN COS COMMON 571748102 4,500 0 0.00 333 9.21 0.0388
2017-01-31 2016-12-31 13F MARSH & MCLENNAN COS COMMON 571748102 4,500 0 0.00 304 0.66 0.0369
2016-10-27 2016-09-30 13F MARSH & MCLENNAN COS COMMON 571748102 4,500 0 0.00 303 -1.95 0.0368
2016-08-12 2016-06-30 13F MARSH & MCLENNAN COS COMMON 571748102 4,500 0 0.00 308 12.82 0.0384
2016-05-12 2016-03-31 13F MARSH & MCLENNAN COS COMMON 571748102 4,500 0 0.00 274 9.64 0.0342
2016-02-02 2015-12-31 13F MARSH & MCLENNAN COS COMMON 571748102 4,500 4,500 250 0.0325
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.