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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionHighPoint Advisor Group LLC
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
HighPoint Advisor Group LLC closes position in MMC / Marsh & McLennan Companies, Inc.

On May 14, 2026 - HighPoint Advisor Group LLC filed a 13F-HR form disclosing ownership of 0 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 10,523 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -100.00% during the quarter. The current value of the position is $0 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-14 2026-03-31 13F MARSH & MCLENNAN COS Common Stock 571748102 0 -10,523 -100.00 0 -100.00
2026-02-04 2025-12-31 13F MARSH & MCLENNAN COS Common Stock 571748102 10,523 -136 -1.28 1,952 -9.12 0.0905
2025-11-05 2025-09-30 13F MARSH & MCLENNAN COS Common Stock 571748102 10,659 554 5.48 2,148 -2.76 0.1023
2025-08-07 2025-06-30 13F MARSH & MCLENNAN COS Common Stock 571748102 10,105 -334 -3.20 2,209 -4.66 0.1174
2025-05-05 2025-03-31 13F MARSH & MCLENNAN COS Common Stock 571748102 10,439 -190 -1.79 2,317 -4.37 0.1349
2025-02-12 2024-12-31 13F MARSH & MCLENNAN COS Common Stock 571748102 10,629 150 1.43 2,423 5.53 0.1317
2024-11-04 2024-09-30 13F MARSH & MCLENNAN COS Common Stock 571748102 10,479 -325 -3.01 2,296 114,700.00 0.1338
2024-08-08 2024-06-30 13F MARSH & MCLENNAN COS Common Stock 571748102 10,804 -320 -2.88 2 0.00 0.1435
2024-05-14 2024-03-31 13F MARSH & MCLENNAN COS Common Stock 571748102 11,124 -606 -5.17 2 -99.92 0.1615
2024-03-26 2023-12-31 13F MARSH & MCLENNAN COS Common Stock 571748102 11,730 -2,056 -14.91 2,382 9.62 0.1706
2022-08-15 2022-06-30 13F MARSH & MCLENNAN COS Common Stock 571748102 13,786 1,375 11.08 2,173 15.65 0.2377
2021-11-15 2021-09-30 13F MARSH & MCLENNAN COS Common Stock 571748102 12,411 -265 -2.09 1,879 5.38 0.1841
2021-07-29 2021-06-30 13F MARSH & MCLENNAN COS Common Stock 571748102 12,676 677 5.64 1,783 17.77 0.1795
2021-04-12 2021-03-31 13F MARSH & MCLENNAN COS Common Stock 571748102 11,999 118 0.99 1,514 11.90 0.1752
2021-02-10 2020-12-31 13F MARSH & MCLENNAN COS Common Stock 571748102 11,881 11 0.09 1,353 5.13 0.1648
2020-11-06 2020-09-30 13F MARSH & MCLENNAN COS Common Stock 571748102 11,870 94 0.80 1,287 1.66 0.2328
2020-08-13 2020-06-30 13F MARSH & MCLENNAN COS Common Stock 571748102 11,776 200 1.73 1,266 17.22 0.2706
2020-05-01 2020-03-31 13F/A-2 MARSH & MCLENNAN COS Common Stock 571748102 11,576 348 3.10 1,080 -15.56 0.2572
2020-04-27 2020-03-31 13F/A-1 MARSH & MCLENNAN COS Common Stock 571748102 1,080 -10,496 12 0.1825
2020-04-27 2020-03-31 13F MARSH & MCLENNAN COMPANIES INC COM Common Stock 571748102 11,228 0 1,279 262,609.4634
2020-02-13 2019-12-31 13F MARSH & MCLENNAN COMPANIES INC COM Common Stock 571748102 11,228 126 1.13 1,279 11.51 0.2635
2019-11-12 2019-09-30 13F MARSH & MCLENNAN COS Common Stock 571748102 11,102 416 3.89 1,147 6.30 0.2535
2019-08-15 2019-06-30 13F/A-1 MARSH & MCLENNAN COS Common Stock 571748102 10,686 165 1.57 1,079 9.99 0.2526
2019-08-15 2019-06-30 13F MARSH & MCLENNAN COS Common Stock 571748102 10,521 0 981
2019-05-08 2019-03-31 13F MARSH & MCLENNAN COS Common Stock 571748102 10,521 281 2.74 981 4.70 0.2402
2019-02-20 2018-12-31 13F MARSH & MCLENNAN COS Common Stock 571748102 10,240 -156 -1.50 937 12.22 0.2482
2018-10-23 2018-09-30 13F MARSH & MCLENNAN COS Common Stock 571748102 10,396 164 1.60 835 -2.45 0.2286
2018-08-20 2018-06-30 13F MARSH & MCLENNAN COS Common Stock 571748102 10,232 251 2.51 856 3.51 0.2311
2018-06-11 2018-03-31 13F MARSH & MCLENNAN COS Common Stock 571748102 9,981 372 3.87 827 4.95 0.2270
2018-02-15 2017-12-31 13F MARSH & MCLENNAN COS Common Stock 571748102 9,609 -219 -2.23 788 -4.14 0.2257
2017-11-06 2017-09-30 13F MARSH & MCLENNAN COS Common Stock 571748102 9,828 62 0.63 822 7.59 0.2549
2017-08-15 2017-06-30 13F MARSH & MCLENNAN COS Common Stock 571748102 9,766 0 0.00 764 0.00 0.2458
2017-08-07 2017-03-31 13F MARSH & MCLENNAN COS Common Stock 571748102 9,766 -265 -2.64 764 2.00 0.2458
2017-03-02 2016-12-31 13F MARSH & MCLENNAN COS Common Stock 571748102 10,031 97 0.98 749 9.18 0.2412
2016-11-21 2016-09-30 13F MARSH & MCLENNAN COS Common Stock 571748102 9,934 -7,489 -42.98 686 -41.22 0.2415
2016-08-10 2016-06-30 13F MARSH & MCLENNAN COS Common Stock 571748102 17,423 7,800 81.06 1,167 95.15 0.4092
2016-04-26 2016-03-31 13F MARSH & MCLENNAN COS Common Stock 571748102 9,623 486 5.32 598 25.37 0.3661
2016-01-26 2015-12-31 13F MARSH & MCLENNAN COS COM 571748102 9,137 2,255 32.77 477 32.87 0.3137
2015-10-29 2015-09-30 13F MARSH & MCLENNAN COS COM 571748102 6,882 6,882 359 0.3980
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.