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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership48,119 shares
Latest Disclosed Value $ 8,927,041
CIBC Private Wealth Group, LLC reports 3.00% decrease in ownership of MMC / Marsh & McLennan Companies, Inc.

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 48,119 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $8,927,037 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 49,608 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -3.00% during the quarter. The current value of the position is $8,791,341 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)
2026-02-12 2025-12-31 13F MARSH COM 571748102 48,119 -1,489 -3.00 8,927 -10.70 0.0151
2025-11-24 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 49,608 362 0.74 9,997 -7.15 0.0171
2025-08-12 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 49,246 2,762 5.94 10,767 4.98 0.0192
2025-05-14 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 46,484 -2,602 -5.30 10,257 -1.14 0.0217
2025-02-12 2024-12-31 13F MARSH & MCLENNAN COM 571748102 49,086 415 0.85 10,374 -4.45 0.0188
2024-11-13 2024-09-30 13F MARSH & MCLENNAN COM 571748102 48,671 -5,172 -9.61 10,858 -5.89 0.0195
2024-08-09 2024-06-30 13F MARSH & MCLENNAN COM 571748102 53,843 -588 -1.08 11,536 3.95 0.0216
2024-05-10 2024-03-31 13F MARSH & MCLENNAN COM 571748102 54,431 -1,028 -1.85 11,098 5.62 0.0217
2024-02-13 2023-12-31 13F MARSH & MCLENNAN COS INC COM COM 571748102 55,459 4,585 9.01 10,508 8.53 0.0223
2023-11-13 2023-09-30 13F MARSH & MCLENNAN COS INC COM COM 571748102 50,874 -1,624 -3.09 9,681 -1.94 0.0229
2023-11-21 2023-06-30 13F/A-1 MARSH & MCLENNAN COS INC COM COM 571748102 52,498 7,284 16.11 9,874 -11.64 0.0216
2023-08-10 2023-06-30 13F MARSH & MCLENNAN COS INC COM COM 571748102 52,498 7,284 9,874 0.0216
2023-11-21 2023-03-31 13F/A-1 MARSH & MCLENNAN COS COM COM 571748102 45,214 -17,131 -27.48 11,174 93.72 0.0247
2023-05-12 2023-03-31 13F MARSH & MCLENNAN COS COM COM 571748102 45,214 -17,131 11,174 0.0243
2023-06-01 2022-12-31 13F/A-2 MARSH & MCLENNAN COS COM COM 571748102 62,345 -1,181 -1.86 5,768 -39.18 0.0194
2023-02-14 2022-12-31 13F/A-1 MARSH & MCLENNAN COS INC COM COM 571748102 62,345 -1,181 10,317 0.0216
2023-02-13 2022-12-31 13F MARSH & MCLENNAN COS INC COM COM 571748102 108,190 44,664 17,903 0.0000
2022-11-15 2022-09-30 13F MARSH & MCLENNAN COS INC COM COM 571748102 63,526 178 0.28 9,483 -3.59 0.0255
2022-08-03 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 63,348 -2,373 -3.61 9,836 -12.18 0.0255
2022-05-16 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 65,721 311 0.48 11,200 -1.50 0.0244
2022-04-04 2021-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 65,410 1,934 3.05 11,370 18.28 0.0236
2022-02-08 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 65,410 1,934 11,370 0.0236
2021-11-12 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 63,476 -1,820 -2.79 9,613 4.66 0.0224
2021-08-16 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 65,296 -195 -0.30 9,185 15.14 0.0211
2021-05-12 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 65,491 -1,126 -1.69 7,977 2.33 0.0201
2021-02-12 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 66,617 -4,699 -6.59 7,795 -4.71 0.0206
2020-11-03 2020-09-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 71,316 37,557 111.25 8,180 125.66 0.0251
2020-08-13 2020-06-30 13F MARSH & MCLENNAN COS COM Com 571748102 33,759 -35,241 -51.07 3,625 -39.23 0.0176
2020-05-15 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 69,000 678 0.99 5,965 -21.64 0.0256
2020-01-30 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 68,322 -37 -0.05 7,612 11.30 0.0248
2019-10-16 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 68,359 173 0.25 6,839 0.54 0.0241
2019-07-31 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 68,186 119 0.17 6,802 6.41 0.0239
2019-05-10 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 68,067 -1,613 -2.31 6,392 15.05 0.0247
2019-02-05 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 69,680 -9,728 -12.25 5,556 -15.41 0.0248
2018-11-14 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 79,408 2,453 3.19 6,568 4.14 0.0249
2018-08-02 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 76,955 2,943 3.98 6,307 3.17 0.0257
2018-05-17 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 74,012 903 1.24 6,113 2.74 0.0266
2018-02-12 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 73,109 -9,798 -11.82 5,950 -14.36 0.0252
2017-12-21 2017-09-30 13F/A-1 MARSH & MCLENNAN COS COM COM 571748102 82,907 51,647 165.22 6,948 185.10 0.0317
2017-11-14 2017-09-30 13F MARSH & MCLENNAN COS COM COM 571748102 82,907 51,647 6,948
2017-08-09 2017-06-30 13F MARSH & MCLENNAN COS COM Com 571748102 31,260 -908 -2.82 2,437 2.57 0.0153
2017-05-10 2017-03-31 13F MARSH & MCLENNAN COS COM Com 571748102 32,168 1,754 5.77 2,376 15.51 0.0149
2017-02-13 2016-12-31 13F MARSH & MCLENNAN COS COM Com 571748102 30,414 -5,426 -15.14 2,057 -14.68 0.0136
2016-11-09 2016-09-30 13F MARSH & MCLENNAN COS COM Com 571748102 35,840 749 2.13 2,411 0.33 0.0167
2016-08-11 2016-06-30 13F MARSH & MCLENNAN COS COM Com 571748102 35,091 2,882 8.95 2,403 22.73 0.0175
2016-05-11 2016-03-31 13F MARSH & MCLENNAN COS COM Com 571748102 32,209 -339 -1.04 1,958 8.54 0.0151
2016-02-10 2015-12-31 13F MARSH & MCLENNAN COS COM Com 571748102 32,548 -511 -1.55 1,804 4.46 0.0141
2015-11-12 2015-09-30 13F MARSH & MCLENNAN COS COM Com 571748102 33,059 5,126 18.35 1,727 9.03 0.0142
2015-08-13 2015-06-30 13F MARSH & MCLENNAN COS COM Com 571748102 27,933 -1,562 -5.30 1,584 -4.29 0.0115
2015-05-11 2015-03-31 13F MARSH & MCLENNAN COS COM Com 571748102 29,495 -60 -0.20 1,655 -2.19 0.0122
2015-02-12 2014-12-31 13F MARSH & MCLENNAN COS COM Com 571748102 29,555 -10,910 -26.96 1,692 -20.15 0.0130
2014-11-12 2014-09-30 13F MARSH & MCLENNAN COS COM Com 571748102 40,465 -14,035 -25.75 2,119 -24.99 0.0167
2014-08-13 2014-06-30 13F MARSH & MCLENNAN COS COM Com 571748102 54,500 -99 -0.18 2,825 3.94 0.0229
2014-05-14 2014-03-31 13F MARSH & MCLENNAN COS COM COM 571748102 54,599 54,599 2,718 0.0231
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.