Marsh & McLennan Companies, Inc.
US ˙ NYSE ˙ US5717481023
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership52,199 shares
Latest Disclosed Value $ 9,059,686
Advisor Group Holdings, Inc. reports 1.31% increase in ownership of MMC / Marsh & McLennan Companies, Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 52,199 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $9,059,686 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 51,525 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 1.31% during the quarter. The current value of the position is $9,536,757 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)
2026-05-15 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 52,199 674 1.31 9,060 -5.28 0.0077
2026-02-17 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 51,525 -68,673 -57.13 9,565 -60.66 0.0061
2025-11-14 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 120,198 10,732 9.80 24,313 -4.23 0.0186
2025-09-04 2025-06-30 13F/A-1 ARSH & MCLENNAN COS COM 571748102 109,466 65,507 149.02 25,386 136.57 0.0452
2025-08-13 2025-06-30 13F ARSH & MCLENNAN COS COM 571748102 83,599 39,640 19,603 0.0227
2025-05-12 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 43,959 -11,267 -20.40 10,731 14.86 0.0239
2025-06-06 2024-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 55,226 5,578 11.24 9,343 -15.67 0.0210
2025-02-07 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 53,478 3,830 9,158 0.0234
2024-11-13 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 49,648 -4,384 -8.11 11,080 -2.71 0.0250
2024-08-13 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 54,032 6,245 13.07 11,388 15.68 0.0269
2024-05-10 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 47,787 -85,660 -64.19 9,845 -61.08 0.0220
2024-02-12 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 133,447 -22,665 -14.52 25,295 -14.88 0.0443
2023-11-13 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 156,112 71,987 85.57 29,719 87.80 0.0439
2023-08-21 2023-06-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 84,125 -3,028 -3.47 15,825 8.94 0.0284
2023-08-10 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 109,381 22,228 15,800 0.0043
2023-05-12 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 87,153 1,509 1.76 14,526 2.45 0.0273
2023-02-10 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 85,644 10,779 14.40 14,178 26.77 0.0287
2022-11-14 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 74,865 3,988 5.63 11,184 1.57 0.0256
2022-08-10 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 70,877 3,656 5.44 11,011 -2.74 0.0243
2022-05-04 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 67,221 4,109 6.51 11,321 3.21 0.0220
2022-02-03 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 63,112 6,273 11.04 10,969 27.31 0.0208
2021-11-05 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 56,839 -2,097 -3.56 8,616 3.84 0.0180
2021-08-02 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 58,936 -928 -1.55 8,297 13.70 0.0180
2021-05-13 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 59,864 -77 -0.13 7,297 3.98 0.0176
2021-02-10 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 59,941 3,523 6.24 7,018 8.72 0.0187
2020-11-12 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 56,418 1,446 2.63 6,455 9.41 0.0193
2020-08-14 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 54,972 -17,072 -23.70 5,900 34.55 0.0198
2020-05-18 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 72,044 72,044 4,385 0.0180
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.