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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionAmalgamated Bank
Latest Disclosed Ownership89,691 shares
Latest Disclosed Value $ 15,557
Amalgamated Bank reports 2.89% decrease in ownership of MMC / Marsh & McLennan Companies, Inc.

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 89,691 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $15,557 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 92,358 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -2.89% during the quarter. The current value of the position is $16,386,546 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)
2026-05-08 2026-03-31 13F MARSH COM 571748102 89,691 -2,667 -2.89 16 -11.76 0.1191
2026-02-05 2025-12-31 13F MARSH COM 571748102 92,358 -6,258 -6.35 17 -10.53 0.1237
2025-10-29 2025-09-30 13F MARSH MC LENNAN COM 571748102 98,616 -1,486 -1.48 20 -9.52 0.1420
2025-08-04 2025-06-30 13F MARSH MC LENNAN COM 571748102 100,102 -3,868 -3.72 22 -16.00 0.1690
2025-04-25 2025-03-31 13F MARSH MC LENNAN COM 571748102 103,970 453 0.44 25 19.05 0.2171
2025-02-04 2024-12-31 13F MARSH MC LENNAN COM 571748102 103,517 -1,801 -1.71 22 -8.70 0.1805
2024-10-30 2024-09-30 13F MARSH MC LENNAN COM 571748102 105,318 4,912 4.89 23 9.52 0.1935
2024-08-12 2024-06-30 13F MARSH MC LENNAN COM 571748102 100,406 -5,664 -5.34 21 0.00 0.1802
2024-04-23 2024-03-31 13F MARSH MC LENNAN COM 571748102 106,070 -17,380 -14.08 22 -8.70 0.1868
2024-02-06 2023-12-31 13F MARSH MC LENNAN COM 571748102 123,450 -6,575 -5.06 23 -4.17 0.1866
2023-11-08 2023-09-30 13F MARSH MC LENNAN COM 571748102 130,025 -17,281 -11.73 25 -11.11 0.2107
2023-08-11 2023-06-30 13F MARSH MC LENNAN COM 571748102 147,306 1,798 1.24 28 12.50 0.2242
2023-05-02 2023-03-31 13F MARSH MC LENNAN COM 571748102 145,508 10,689 7.93 24 9.09 0.2066
2023-02-10 2022-12-31 13F MARSH MC LENNAN COM 571748102 134,819 -11,375 -7.78 22 -99.90 0.1990
2022-11-09 2022-09-30 13F MARSH MC LENNAN COM 571748102 146,194 11,780 8.76 21,825 4.59 0.2107
2022-08-15 2022-06-30 13F MARSH MC LENNAN COM 571748102 134,414 -5,272 -3.77 20,868 -12.34 0.1945
2022-08-25 2022-03-31 13F/A-1 MARSH & MC LENNAN COM 571748102 139,686 -7,518 -5.11 23,805 -6.96 0.1849
2022-06-30 2022-03-31 13F MARSH MC LENNAN COM 571748102 139,686 -7,518 23,805 0.1890
2022-02-15 2021-12-31 13F/A-1 MARSH MC LENNAN COM 571748102 147,204 11,949 8.83 25,587 24.92 0.1888
2022-02-15 2021-12-31 13F MARSH MC LENNAN COM 571748102 147,204 11,949 25,587 0.1888
2021-10-29 2021-09-30 13F MARSH MC LENNAN COM 571748102 135,255 -5,262 -3.74 20,482 3.61 0.1729
2021-08-16 2021-06-30 13F MARSH MC LENNAN COM 571748102 140,517 110,144 362.64 19,768 434.41 0.1585
2021-05-13 2021-03-31 13F MARSH MC LENNAN COM 571748102 30,373 -1,370 -4.32 3,699 -0.40 0.1387
2021-02-12 2020-12-31 13F MARSH MC LENNAN COM 571748102 31,743 -142 -0.45 3,714 1.56 0.1408
2020-10-30 2020-09-30 13F MARSH MC LENNAN COM 571748102 31,885 -957 -2.91 3,657 3.72 0.1590
2020-08-10 2020-06-30 13F MARSH MC LENNAN COM 571748102 32,842 -50,326 -60.51 3,526 -50.97 0.1632
2020-05-13 2020-03-31 13F MARSH MC LENNAN COM 571748102 83,168 -2,793 -3.25 7,191 -24.91 0.1758
2020-02-13 2019-12-31 13F MARSH MC LENNAN COM 571748102 85,961 3,125 3.77 9,577 15.55 0.1762
2019-11-13 2019-09-30 13F MARSH MC LENNAN COM 571748102 82,836 14,773 21.70 8,288 22.08 0.1743
2019-08-14 2019-06-30 13F MARSH MC LENNAN COM 571748102 68,063 -1,808 -2.59 6,789 3.48 0.1585
2019-05-15 2019-03-31 13F MARSH MC LENNAN COM 571748102 69,871 1,724 2.53 6,561 20.72 0.1590
2019-02-15 2018-12-31 13F MARSH MC LENNAN COM 571748102 68,147 -1,689 -2.42 5,435 -5.92 0.1540
2018-11-14 2018-09-30 13F MARSH MC LENNAN COM 571748102 69,836 -1,983 -2.76 5,777 -1.87 0.1429
2018-07-18 2018-06-30 13F MARSH MC LENNAN COM 571748102 71,819 -2,761 -3.70 5,887 -4.43 0.1439
2018-05-22 2018-03-31 13F MARSH MC LENNAN COM 571748102 74,580 6,681 9.84 6,160 11.47 0.1634
2018-02-13 2017-12-31 13F MARSH MC LENNAN COM 571748102 67,899 5,913 9.54 5,526 6.37 0.1495
2017-11-09 2017-09-30 13F MARSH MC LENNAN COM 571748102 61,986 1,294 2.13 5,195 9.78 0.1618
2017-08-10 2017-06-30 13F MARSH MC LENNAN COM 571748102 60,692 21,275 53.97 4,732 62.44 0.1551
2017-05-12 2017-03-31 13F MARSH MC LENNAN COM 571748102 39,417 -16,983 -30.11 2,913 -23.58 0.1450
2017-02-14 2016-12-31 13F MARSH MC LENNAN COM 571748102 56,400 9,800 21.03 3,812 21.63 0.1723
2016-11-15 2016-09-30 13F/A-1 MARSH MC LENNAN COM 571748102 46,600 31 0.07 3,134 -0.10 0.1819
2016-11-14 2016-09-30 13F MARSH MC LENNAN COM 571748102 13,618 916
2016-08-16 2016-06-30 13F MARSH MC LENNAN COM 571748102 46,569 26,194 128.56 3,137 153.19 0.1815
2016-05-11 2016-03-31 13F MARSH MC LENNAN COM 571748102 20,375 5,089 33.29 1,239 46.11 0.1207
2016-02-10 2015-12-31 13F MARSH MC LENNAN COM 571748102 15,286 -4,367 -22.22 848 -17.35 0.1046
2015-11-04 2015-09-30 13F MARSH MC LENNAN COM 571748102 19,653 603 3.17 1,026 -5.00 0.1076
2015-07-10 2015-06-30 13F MARSH MC LENNAN COM 571748102 19,050 475 2.56 1,080 3.65 0.1061
2015-04-22 2015-03-31 13F MARSH MC LENNAN COM 571748102 18,575 18,575 0.00 1,042 0.1272
2015-01-29 2014-12-31 13F MARSH MC LENNAN COM 571748102 0 -16,311 -100.00 0 -100.00
2014-11-14 2014-09-30 13F MARSH MC LENNAN COM 571748102 16,311 698 4.47 854 5.56 0.1271
2014-08-11 2014-06-30 13F MARSH MC LENNAN COM 571748102 15,613 1,766 12.75 809 18.45 0.1221
2014-05-12 2014-03-31 13F MARSH MC LENNAN COM 571748102 13,847 -273 -1.93 683 0.00 0.1177
2014-02-13 2013-12-31 13F MARSH MC LENNAN COM 571748102 14,120 -139 -0.97 683 9.98 0.1161
2013-11-14 2013-09-30 13F MARSH MC LENNAN COM 571748102 14,259 -340 -2.33 621 6.52 0.1995
2013-08-15 2013-06-30 13F MARSH MC LENNAN COM 571748102 14,599 723 5.21 583 10.63 0.2136
2014-02-13 2013-03-31 13F MARSH MC LENNAN COM 571748102 13,876 3,872 38.70 527 52.75 0.1495
2014-02-11 2012-12-31 13F MARSH MC LENNAN COM 571748102 10,004 2,418 31.87 345 34.24 0.1437
2014-02-11 2012-09-30 13F MARSH MC LENNAN COM 571748102 7,586 237 3.22 257 8.44 0.1632
2014-02-11 2012-06-30 13F MARSH MC LENNAN COM 571748102 7,349 0 0.00 237 -1.66 0.1702
2014-02-11 2012-03-31 13F MARSH MC LENNAN COM 571748102 7,349 -352 -4.57 241 -1.23 0.1674
2014-02-11 2011-12-31 13F MARSH MC LENNAN COM 571748102 7,701 0 0.00 244 19.61 0.1754
2014-02-11 2011-09-30 13F MARSH MC LENNAN COM 571748102 7,701 515 7.17 204 -8.93 0.1672
2014-02-11 2011-06-30 13F MARSH MC LENNAN COM 571748102 7,186 124 1.76 224 6.16 0.1622
2014-02-11 2011-03-31 13F MARSH MC LENNAN COM 571748102 7,062 -352 -4.75 211 3.94 0.1533
2014-02-11 2010-12-31 13F MARSH MC LENNAN COM 571748102 7,414 7,414 203 0.1554
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.