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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionEquitable Holdings, Inc.
Latest Disclosed Ownership17,091 shares
Latest Disclosed Value $ 3,146,948
Equitable Holdings, Inc. reports 78.53% increase in ownership of MMC / Marsh & McLennan Companies, Inc.

On May 15, 2026 - Equitable Holdings, Inc. filed a 13F-HR form disclosing ownership of 17,091 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $3,146,948 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 9,573 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 78.53% during the quarter. The current value of the position is $3,122,526 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 17,091 7,518 78.53 3,147 77.24 0.0177
2026-02-17 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 9,573 5,787 152.85 1,776 132.94 0.0121
2025-11-14 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,786 291 8.33 763 -0.26 0.0056
2025-08-15 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,495 496 16.54 764 4.51 0.0063
2025-05-13 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,999 450 17.65 732 35.12 0.0069
2025-02-12 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,549 477 23.02 541 17.10 0.0052
2024-11-14 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,072 151 7.86 462 14.36 0.0045
2024-08-14 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,921 122 6.78 405 9.19 0.0043
2024-05-14 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,799 1,799 371 0.0042
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.