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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership2,033,933 shares
Latest Disclosed Value $ 352,820,406
Dimensional Fund Advisors Lp reports 0.20% increase in ownership of MMC / Marsh & McLennan Companies, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 2,033,933 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $352,820,406 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,029,841 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 0.20% during the quarter. The current value of the position is $371,599,559 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)
2026-05-07 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,033,933 4,092 0.20 352,820 -6.32 0.0158
2026-02-12 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,029,841 6,366 0.31 376,624 -7.64 0.0790
2025-11-12 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,023,475 3,019 0.15 407,758 -7.69 0.0875
2025-08-12 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,020,456 -41,822 -2.03 441,721 -12.22 0.1023
2025-05-13 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,062,278 33,651 1.66 503,218 16.78 0.1251
2025-02-13 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,028,627 71,493 3.65 430,899 -1.31 0.1035
2024-11-07 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,957,134 -21,741 -1.10 436,631 4.71 0.1059
2024-08-09 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,978,875 190,371 10.64 416,994 13.19 0.1089
2024-05-10 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,788,504 63,752 3.70 368,396 12.73 0.0997
2024-02-07 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,724,752 88,033 5.38 326,784 4.91 0.0954
2023-11-09 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,636,719 27,116 1.68 311,497 2.90 0.1022
2023-08-09 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,609,603 11,887 0.74 302,722 13.77 0.0965
2023-05-12 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,597,716 18,159 1.15 266,088 101,849.43 0.0896
2023-02-09 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,579,557 -25,133 -1.57 261 -99.89 0.0772
2022-11-10 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,604,690 17,998 1.13 239,579 -2.74 0.0920
2022-08-12 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,586,692 61,798 4.05 246,321 -5.22 0.0884
2022-05-13 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,524,894 -57,247 -3.62 259,885 -5.50 0.0801
2022-02-09 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,582,141 -15,319 -0.96 275,003 13.67 0.0831
2021-11-12 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,597,460 -47,573 -2.89 241,940 4.54 0.0779
2021-08-12 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,645,033 47,258 2.96 231,426 18.92 0.0733
2021-05-14 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,597,775 13,856 0.87 194,607 5.02 0.0644
2021-03-08 2020-12-31 13F/A-2 MARSH & MCLENNAN COS COM 571748102 1,583,919 84,088 5.61 185,299 7.72 0.0669
2021-02-11 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,583,919 84,088 185,299 66,920.1496
2020-11-12 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,499,831 40,599 2.78 172,020 9.81 0.0729
2020-08-13 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,459,232 53,033 3.77 156,654 28.81 0.0689
2020-05-14 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,406,199 -112,497 -7.41 121,612 -28.13 0.0634
2020-02-14 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,518,696 -38,319 -2.46 169,203 8.62 0.0617
2019-11-12 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,557,015 -25,779 -1.63 155,778 -1.33 0.0605
2019-08-13 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,582,794 24,277 1.56 157,881 7.89 0.0613
2019-08-12 2019-03-31 13F/A-2 MARSH & MCLENNAN COS COM 571748102 1,558,517 25,923 1.69 146,337 19.73 0.0583
2019-05-10 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,558,517 25,923 146,337
2019-02-26 2018-12-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 1,532,594 66,176 4.51 122,219 0.75 0.0554
2019-02-13 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,532,594 66,176 122,219
2018-11-13 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,466,418 29,171 2.03 121,308 2.98 0.0462
2018-08-10 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,437,247 62,735 4.56 117,803 3.77 0.0470
2018-05-11 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,374,512 27,529 2.04 113,521 3.54 0.0473
2018-02-12 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,346,983 9,127 0.68 109,639 -2.22 0.0454
2017-11-13 2017-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,337,856 5,154 0.39 112,124 7.92 0.0490
2017-08-11 2017-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,332,702 19,619 1.49 103,896 7.08 0.0480
2017-05-12 2017-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,313,083 59,824 4.77 97,024 14.54 0.0464
2017-02-09 2016-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,253,259 14,165 1.14 84,710 1.67 0.0423
2016-11-10 2016-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,239,094 49,151 4.13 83,322 2.30 0.0450
2016-08-09 2016-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,189,943 72,936 6.53 81,452 19.96 0.0469
2016-05-13 2016-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,117,007 31,211 2.87 67,902 12.77 0.0406
2016-02-10 2015-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,085,796 134,222 14.11 60,212 21.17 0.0375
2015-11-13 2015-09-30 13F MARSH & MCLENNAN COS COM 571748102 951,574 27,645 2.99 49,692 -5.15 0.0326
2015-08-14 2015-06-30 13F MARSH & MCLENNAN COS COM 571748102 923,929 113,552 14.01 52,390 15.26 0.0321
2015-05-14 2015-03-31 13F MARSH & MCLENNAN COS COM 571748102 810,377 28,669 3.67 45,455 1.57 0.0287
2015-02-06 2014-12-31 13F MARSH & MCLENNAN COS COM 571748102 781,708 79,542 11.33 44,752 21.76 0.0294
2014-11-13 2014-09-30 13F MARSH & MCLENNAN COS COM 571748102 702,166 26,534 3.93 36,754 4.98 0.0260
2014-08-08 2014-06-30 13F MARSH & MCLENNAN COS COM 571748102 675,632 -9,190 -1.34 35,011 3.71 0.0243
2014-05-14 2014-03-31 13F MARSH & MCLENNAN COS COM 571748102 684,822 8,552 1.26 33,757 3.22 0.0252
2014-02-12 2013-12-31 13F MARSH & MCLENNAN COS COM 571748102 676,270 8,547 1.28 32,703 12.46 0.0255
2013-11-13 2013-09-30 13F MARSH & MCLENNAN COS COM 571748102 667,723 11,892 1.81 29,079 11.06 0.0252
2013-08-15 2013-06-30 13F MARSH & MCLENNAN COS COM 571748102 655,831 655,831 26,184 0.0247
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.