Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
138,20 € ↑2,50 (1,84%)
2026-06-04
DEL PRIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionWhittier Trust Co
Latest Disclosed Ownership186,166 shares
Latest Disclosed Value $ 32,545,468
Whittier Trust Co reports 4.31% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 186,166 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $27,859,742 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 178,471 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 4.31% during the quarter. The current value of the position is $25,728,141 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 common 571748102 186,166 7,695 4.31 32,545 -1.72 0.3673
2026-01-26 2025-12-31 13F MARSH & MCLENNAN common 571748102 178,471 4,069 2.33 33,114 -5.60 0.3586
2025-10-31 2025-09-30 13F MARSH & MCLENNAN COS common 571748102 174,402 4,242 2.49 35,079 -5.71 0.3993
2025-07-30 2025-06-30 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 170,160 11,737 7.41 37,203 -3.77 0.4486
2025-05-02 2025-03-31 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 158,423 1,294 0.82 38,659 15.83 0.5385
2025-02-11 2024-12-31 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 157,129 1,143 0.73 33,375 -4.09 0.4397
2024-10-21 2024-09-30 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 155,986 3,111 2.03 34,798 8.02 0.4657
2024-07-29 2024-06-30 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 152,875 5,426 3.68 32,213 6.06 0.4570
2024-05-02 2024-03-31 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 147,449 2,553 1.76 30,371 10.63 0.4428
2024-01-11 2023-12-31 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 144,896 1,436 1.00 27,453 0.56 0.4451
2023-10-27 2023-09-30 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 143,460 3,520 2.52 27,300 3.73 0.4852
2023-07-24 2023-06-30 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 139,940 -2,019 -1.42 26,320 11.32 0.4575
2023-04-21 2023-03-31 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 141,959 6,239 4.60 23,643 5.27 0.4304
2023-01-25 2022-12-31 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 135,720 351 0.26 22,459 11.13 0.4369
2022-10-21 2022-09-30 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 135,369 2,926 2.21 20,209 -1.71 0.4235
2022-07-28 2022-06-30 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 132,443 1,616 1.24 20,561 -7.78 0.4153
2022-04-29 2022-03-31 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 130,827 902 0.69 22,295 -1.28 0.3760
2022-01-19 2021-12-31 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 129,925 3,621 2.87 22,584 18.08 0.3670
2021-11-01 2021-09-30 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 126,304 2,290 1.85 19,126 9.63 0.3483
2021-07-29 2021-06-30 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 124,014 4,426 3.70 17,446 19.77 0.3108
2021-04-26 2021-03-31 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 119,588 6,561 5.80 14,566 10.14 0.2829
2021-01-29 2020-12-31 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 113,027 9,393 9.06 13,225 11.26 0.2825
2020-10-30 2020-09-30 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 103,634 879 0.86 11,887 7.74 0.2830
2020-07-10 2020-06-30 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 102,755 45,965 80.94 11,033 124.70 0.3064
2020-04-27 2020-03-31 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 56,790 9,091 19.06 4,910 -7.60 0.1603
2020-01-31 2019-12-31 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 47,699 3,212 7.22 5,314 19.42 0.1394
2019-10-18 2019-09-30 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 44,487 31,137 233.24 4,450 234.34 0.1274
2019-07-23 2019-06-30 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 13,350 159 1.21 1,331 7.43 0.0391
2019-04-29 2019-03-31 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 13,191 674 5.38 1,239 24.15 0.0379
2019-02-07 2018-12-31 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 12,517 264 2.15 998 -1.58 0.0343
2018-10-23 2018-09-30 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 12,253 918 8.10 1,014 9.15 0.0316
2018-07-27 2018-06-30 13F/A-1 MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 11,335 -246 -2.12 929 -2.82 0.0307
2018-07-20 2018-06-30 13F MARSH & MCLENNAN COS INC COM US LARGE CAP EQUITIES 571748102 7,721 -3,860 400
2018-05-01 2018-03-31 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 11,581 89 0.77 956 2.25 0.0321
2018-02-07 2017-12-31 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 11,492 837 7.86 935 4.70 0.0326
2017-10-23 2017-09-30 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 10,655 1,600 17.67 893 26.67 0.0325
2017-07-20 2017-06-30 13F MARSH & MCLENNAN COS INC COM US LARGE-CAP EQUITIES 571748102 9,055 0 0.00 705 5.38 0.0273
2017-04-26 2017-03-31 13F MARSH & MCLENNAN COS US LARGE CAP EQUITIES 571748102 9,055 814 9.88 669 20.11 0.0270
2017-01-18 2016-12-31 13F MARSH & MCLENNAN COS INC COM US LARGE CAP EQUITIES 571748102 8,241 172 2.13 557 2.58 0.0237
2016-11-10 2016-09-30 13F MARSH & MCLENNAN COS INC COM US LARGE CAP EQUITIES 571748102 8,069 0 0.00 543 -1.63 0.0237
2016-07-28 2016-06-30 13F MARSH & MCLENNAN COS INC COM US LARGE CAP EQUITIES 571748102 8,069 -2,600 -24.37 552 -14.95 0.0243
2016-04-28 2016-03-31 13F MARSH & MCLENNAN COS INC COM US LARGE CAP EQUITIES 571748102 10,669 0 0.00 649 9.63 0.0287
2016-02-10 2015-12-31 13F MARSH & MCLENNAN COS INC COM US LARGE CAP EQUITIES 571748102 10,669 2,319 27.77 592 35.78 0.0269
2015-11-12 2015-09-30 13F MARSH & MCLENNAN COS INC COM US LARGE CAP EQUITIES 571748102 8,350 -390 -4.46 436 -12.10 0.0212
2015-08-13 2015-06-30 13F MARSH & MCLENNAN COS INC COM US LARGE CAP EQUITIES 571748102 8,740 869 11.04 496 12.47 0.0220
2015-05-05 2015-03-31 13F MARSH & MCLENNAN COS INC COM US LARGE CAP EQUITIES 571748102 7,871 7,871 0.00 441 0.0202
2015-02-04 2014-12-31 13F MARSH & MCLENNAN COS INC COM US LARGE CAP EQUITIES 571748102 0 -7,656 -100.00 0 -100.00
2014-11-07 2014-09-30 13F MARSH & MCLENNAN COS INC COM US LARGE CAP EQUITIES 571748102 7,656 -65 -0.84 401 0.25 0.0195
2014-08-04 2014-06-30 13F MARSH & MCLENNAN COS INC COM US LARGE CAP EQUITIES 571748102 7,721 0 0.00 400 5.26 0.0197
2014-05-01 2014-03-31 13F MARSH & MCLENNAN COS INC COM US LARGE CAP EQUITIES 571748102 7,721 0 0.00 380 1.88 0.0195
2014-02-05 2013-12-31 13F MARSH & MCLENNAN COS INC COM US LARGE CAP EQUITIES 571748102 7,721 0 0.00 373 11.01 0.0191
2013-11-18 2013-09-30 13F MARSH & MCLENNAN COS COM 571748102 7,721 0 0.00 336 8.74 0.0182
2013-08-14 2013-06-30 13F MARSH & MCLENNAN COS COM 571748102 7,721 7,721 309 0.0173
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.