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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership6,519 shares
Latest Disclosed Value $ 1,130,823
Arkadios Wealth Advisors reports 7.36% decrease in ownership of MMC / Marsh & McLennan Companies, Inc.

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 6,519 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $1,130,823 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,037 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -7.36% during the quarter. The current value of the position is $1,191,021 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)
2026-05-18 2026-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 6,519 -518 -7.36 1,131 -13.41 0.0119
2026-02-13 2025-12-31 13F MARSH COM Stock 571748102 7,037 -310 -4.22 1,306 -11.82 0.0253
2025-10-29 2025-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 7,347 2,236 43.75 1,481 32.50 0.0355
2025-08-04 2025-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 5,111 1,894 58.87 1,118 42.29 0.0330
2025-05-08 2025-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 3,217 343 11.93 785 28.69 0.0297
2025-01-15 2024-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 2,874 122 4.43 611 -0.49 0.0333
2024-10-24 2024-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 2,752 114 4.32 614 10.45 0.0348
2024-07-29 2024-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 2,638 242 10.10 556 12.58 0.0375
2024-04-30 2024-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 2,396 2 0.08 493 8.83 0.0382
2024-01-24 2023-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 2,394 916 61.98 454 61.21 0.0383
2023-10-13 2023-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,478 1,478 281 0.0267
2022-02-03 2021-12-31 13F MARSH MCLENNAN COS INC COM Stock 571748102 0 -166 -100.00 0 0.0000
2021-10-19 2021-09-30 13F MARSH MCLENNAN COS INC COM Stock 571748102 166 -28 -14.43 0 0.0036
2021-07-28 2021-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 194 85 77.98 0 0.0033
2021-04-26 2021-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 109 29 36.25 0 0.0021
2021-02-09 2020-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 80 -120 -60.00 0 -100.00 0.0019
2020-11-10 2020-09-30 13F MARSH MCLENNAN COS INC COM Common Stock 571748102 200 2 1.01 23 4.76 0.0115
2020-08-10 2020-06-30 13F MARSH & MCLENNAN COS INC COM Common Stock 571748102 198 116 141.46 22 200.00 0.0121
2020-05-14 2020-03-31 13F MARSH & MCLENNAN COS INC COM Common Stock 571748102 82 -15 -15.46 7 -36.36 0.0045
2020-02-14 2019-12-31 13F MARSH & MCLENNAN COS INC COM Common Stock 571748102 97 97 12 0.0069
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.