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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership10,550 shares
Latest Disclosed Value $ 1,829,965
Ritholtz Wealth Management reports 7.18% increase in ownership of MMC / Marsh & McLennan Companies, Inc.

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 10,550 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $1,829,965 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 9,843 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 7.18% during the quarter. The current value of the position is $1,927,485 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)
2026-04-20 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 10,550 707 7.18 1,830 0.16 0.0317
2026-01-23 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 9,843 -513 -4.95 1,826 -12.51 0.0333
2025-10-28 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 10,356 -278 -2.61 2,087 -10.24 0.0406
2025-07-28 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 10,634 329 3.19 2,325 -7.52 0.0513
2025-04-17 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 10,305 1,141 12.45 2,515 29.19 0.0751
2025-01-15 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 9,164 -90 -0.97 1,946 -5.72 0.0572
2024-10-10 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 9,254 301 3.36 2,064 9.44 0.0622
2024-08-01 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 8,953 51 0.57 1,887 2.89 0.0622
2024-04-24 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 8,902 588 7.07 1,834 16.38 0.0632
2024-01-18 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 8,314 -2,949 -26.18 1,575 -26.50 0.0611
2023-10-13 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 11,263 4,337 62.62 2,143 64.59 0.0962
2023-07-17 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 6,926 519 8.10 1,303 22.02 0.0586
2023-04-20 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 6,407 -14,978 -70.04 1,067 -69.84 0.0532
2023-01-19 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 21,385 2,831 15.26 3,539 27.73 0.1976
2022-10-19 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 18,554 14,857 401.87 2,770 382.58 0.1471
2022-07-15 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,697 1,435 63.44 574 49.09 0.0362
2022-04-14 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,262 840 59.07 385 55.87 0.0260
2022-01-18 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,422 1,422 247 0.0154
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.