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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionFreestone Capital Holdings, LLC
Latest Disclosed Ownership14,300 shares
Latest Disclosed Value $ 2,480,335
Freestone Capital Holdings, LLC reports 1.64% increase in ownership of MMC / Marsh & McLennan Companies, Inc.

On May 13, 2026 - Freestone Capital Holdings, LLC filed a 13F-HR form disclosing ownership of 14,300 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $2,480,335 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 14,069 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 1.64% during the quarter. The current value of the position is $2,612,610 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)
2026-05-13 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 14,300 231 1.64 2,480 -4.98 0.0752
2026-01-23 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 14,069 389 2.84 2,610 -5.30 0.0772
2025-11-12 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 13,680 45 0.33 2,757 -7.55 0.0844
2025-08-05 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 13,635 -26 -0.19 2,981 -10.56 0.1006
2025-05-13 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 13,661 -36 -0.26 3,334 14.58 0.1243
2025-02-06 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 13,697 -55 -0.40 2,909 -5.15 0.1006
2024-11-14 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 13,752 34 0.25 3,068 6.12 0.1054
2024-11-22 2024-06-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 13,718 126 0.93 2,891 3.25 0.1033
2024-08-13 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 13,718 126 2,891 0.1033
2024-11-22 2024-03-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 13,592 -85 -0.62 2,800 8.03 0.1043
2024-05-14 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 13,592 -85 2,800 0.1043
2024-02-13 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 13,677 -1,154 -7.78 2,591 -8.19 0.1163
2023-11-14 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 14,831 -357 -2.35 2,822 -1.19 0.1493
2023-08-09 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 15,188 -368 -2.37 2,857 10.27 0.1151
2023-05-12 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 15,556 -111 -0.71 2,591 -0.08 0.1148
2023-02-13 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 15,667 -382 -2.38 2,593 8.18 0.1186
2022-11-09 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 16,049 -2,186 -11.99 2,396 -15.37 0.1081
2022-08-09 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 18,235 -3,326 -15.43 2,831 -22.95 0.1081
2022-05-12 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 21,561 1,400 6.94 3,674 4.85 0.1477
2022-02-14 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 20,161 13,400 198.20 3,504 242.19 0.1481
2021-11-15 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 6,761 1,341 24.74 1,024 34.38 0.0514
2021-08-16 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,420 73 1.37 762 17.05 0.0382
2021-05-17 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,347 828 18.32 651 23.30 0.0354
2021-02-16 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,519 1,056 30.49 529 33.00 0.0309
2020-11-06 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 3,463 1,333 62.58 397 73.36 0.0259
2020-08-04 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 2,130 2,130 229 0.0027
2020-05-12 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 0 -2,526 -100.00 0 -100.00
2020-02-04 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,526 2,526 281 0.0058
2019-08-02 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 0 -13,616 -100.00 0 -100.00
2019-05-08 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 13,616 1,389 11.36 1,279 31.18 0.0759
2019-02-11 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 12,227 4,037 49.29 975 44.02 0.0660
2018-11-10 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 8,190 1,122 15.87 677 16.93 0.0043
2018-08-14 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 7,068 7,068 579 0.0036
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.