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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionClarius Group, LLC
Latest Disclosed Ownership1,772 shares
Latest Disclosed Value $ 328,741
Clarius Group, LLC reports 4.27% decrease in ownership of MMC / Marsh & McLennan Companies, Inc.

On January 14, 2026 - Clarius Group, LLC filed a 13F-HR form disclosing ownership of 1,772 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $328,741 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 14, 2025 disclosing 1,851 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -4.27% during the quarter. The current value of the position is $323,744 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)
2026-01-14 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,772 -79 -4.27 329 -12.06 0.0188
2025-10-14 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,851 -1,331 -41.83 373 -46.33 0.0221
2025-07-22 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,182 105 3.41 696 -7.33 0.0406
2025-04-18 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,077 -156 -4.83 751 9.33 0.0472
2025-01-16 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,233 -413 -11.33 687 -15.31 0.0469
2024-10-09 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,646 -151 -3.98 811 1.25 0.0569
2024-07-11 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,797 -90 -2.32 800 0.00 0.0567
2024-04-17 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,887 -573 -12.85 801 -5.33 0.0553
2024-01-29 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,460 -308 -6.46 845 -6.84 0.0701
2023-10-19 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,768 -1,082 -18.50 907 -17.55 0.0865
2023-08-10 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,850 159 2.79 1,100 16.16 0.0850
2023-04-17 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,691 -399 -6.55 948 94,600.00 0.0805
2023-01-25 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 6,090 281 4.84 1 -99.88 0.0908
2022-10-24 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 5,809 -50 -0.85 867 -4.73 0.0867
2022-08-10 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,859 498 9.29 910 -2.36 0.0908
2022-04-08 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,361 0 0.00 932 0.00 0.0737
2022-02-02 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 5,361 165 3.18 932 18.42 0.0737
2021-10-18 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 5,196 214 4.30 787 12.27 0.0705
2021-08-06 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 4,982 91 1.86 701 17.62 0.0629
2021-04-27 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,891 93 1.94 596 6.24 0.0584
2021-01-15 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,798 481 11.14 561 13.33 0.0605
2020-10-09 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,317 36 0.84 495 7.61 0.0636
2020-07-08 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 4,281 438 11.40 460 38.55 0.0645
2020-04-24 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,843 289 8.13 332 -16.79 0.0626
2020-01-22 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,554 264 8.02 399 21.28 0.0632
2019-10-22 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,290 85 2.65 329 2.81 0.0604
2019-08-02 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,205 181 5.99 320 12.68 0.0644
2019-05-14 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,024 3,024 284 0.0691
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.