Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
138,20 € ↑2,50 (1,84%)
2026-06-04
DEL PRIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership53,954 shares
Latest Disclosed Value $ 9,358,321
Wealthfront Advisers Llc reports 2.77% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 53,954 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $8,074,216 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 52,498 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 2.77% during the quarter. The current value of the position is $7,456,443 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)
2026-05-05 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 53,954 1,456 2.77 9,358 -3.91 0.0205
2026-01-30 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 52,498 -6,732 -11.37 9,739 -18.41 0.0218
2025-11-06 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 59,230 -1,372 -2.26 11,937 -9.92 0.0280
2025-07-31 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 60,602 -5,120 -7.79 13,250 -17.38 0.0341
2025-05-02 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 65,722 5,992 10.03 16,038 26.41 0.0431
2025-04-01 2024-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 59,730 3,521 6.26 12,687 1.18 0.0371
2024-11-12 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 56,209 447 0.80 12,540 6.71 0.0386
2024-08-14 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 55,762 364 0.66 11,750 2.98 0.0395
2024-04-19 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 55,398 -258 -0.46 11,411 8.20 0.0399
2024-02-09 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 55,656 -1,662 -2.90 10,545 -3.32 0.0405
2023-11-01 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 57,318 127 0.22 10,908 1.40 0.0470
2023-08-07 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 57,191 -367 -0.64 10,756 12.21 0.0456
2023-04-28 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 57,558 -4,049 -6.57 9,586 -5.96 0.0436
2023-02-10 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 61,607 2,655 4.50 10,195 15.83 0.0494
2022-11-14 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 58,952 12,760 27.62 8,801 22.73 0.0468
2022-07-20 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 46,192 7,883 20.58 7,171 9.85 0.0360
2022-05-16 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 38,309 -2,267 -5.59 6,528 -7.44 0.0286
2022-01-21 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 40,576 6,167 17.92 7,053 35.37 0.0298
2021-11-15 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 34,409 8,802 34.37 5,210 44.64 0.0241
2021-08-16 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 25,607 2,835 12.45 3,602 29.85 0.0171
2021-05-14 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 22,772 4,178 22.47 2,774 27.54 0.0149
2021-02-16 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 18,594 -885 -4.54 2,175 -2.64 0.0131
2020-11-16 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 19,479 -229 -1.16 2,234 5.58 0.0160
2020-08-14 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 19,708 -3,066 -13.46 2,116 7.47 0.0164
2020-05-15 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 22,774 922 4.22 1,969 -19.14 0.0179
2020-01-21 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 21,852 1,014 4.87 2,435 16.79 0.0181
2019-10-15 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 20,838 832 4.16 2,085 4.46 0.0175
2019-08-13 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 20,006 366 1.86 1,996 8.24 0.0173
2019-05-13 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 19,640 208 1.07 1,844 18.97 0.0171
2019-02-14 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 19,432 19,432 1,550 0.0165
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.