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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionContinuum Advisory, LLC
Latest Disclosed Ownership1,452 shares
Latest Disclosed Value $ 251,849
Continuum Advisory, LLC reports 5.29% increase in ownership of MMC / Marsh & McLennan Companies, Inc.

On April 22, 2026 - Continuum Advisory, LLC filed a 13F-HR form disclosing ownership of 1,452 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $251,849 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,379 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 5.29% during the quarter. The current value of the position is $265,280 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)
2026-04-22 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,452 73 5.29 252 -1.57 0.0242
2026-02-10 2025-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,379 -250 -15.35 256 -22.26 0.0256
2025-10-20 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,629 -2,576 -61.26 328 -64.31 0.0347
2025-08-13 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 4,205 2,707 180.71 919 151.78 0.1107
2025-04-23 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,498 130 9.50 366 25.86 0.0471
2025-02-18 2024-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,368 97 7.63 291 3.20 0.0373
2024-11-15 2024-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,271 470 58.68 282 67.26 0.0359
2024-07-19 2024-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 801 301 60.20 169 64.71 0.0243
2024-05-13 2024-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 500 -1,114 -69.02 102 -66.56 0.0153
2024-02-14 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,614 82 5.35 305 4.81 0.0434
2023-11-13 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,532 -20 -1.29 292 0.00 0.0467
2023-12-13 2023-06-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 1,552 38 2.51 292 15.48 0.0464
2023-08-10 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,552 38 292 0.0464
2023-12-13 2023-03-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 1,514 -36 -2.32 252 -1.56 0.0428
2023-05-12 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,514 -36 252 0.0428
2023-12-13 2022-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 1,550 -98 -5.95 256 4.07 0.0463
2023-02-10 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,550 -98 256 0.0463
2023-12-13 2022-09-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 1,648 -74 -4.30 246 -7.87 0.0434
2022-11-08 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,648 -74 246 0.0434
2023-12-13 2022-06-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 1,722 -236 -12.05 267 -15.77 0.0486
2022-08-15 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,722 -236 267 0.0486
2023-12-13 2022-03-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 1,958 1,958 317 0.0602
2022-05-17 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,958 1,958 317 0.0602
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.