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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership7,525 shares
Latest Disclosed Value $ 1,305,211
IFP Advisors, Inc reports 16.97% decrease in ownership of MMC / Marsh & McLennan Companies, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 7,525 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $1,305,211 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 9,063 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -16.97% during the quarter. The current value of the position is $1,374,818 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)
2026-04-13 2026-03-31 13F MARSH & MCLENNAN COS cs 571748102 7,525 -1,538 -16.97 1,305 -22.37 0.0271
2026-02-06 2025-12-31 13F MARSH & MCLENNAN COS cs 571748102 9,063 1,731 23.61 1,681 13.81 0.0377
2026-02-06 2025-09-30 13F/A-1 MARSH & MCLENNAN COS cs 571748102 7,332 429 6.21 1,478 -11.40 0.0384
2025-12-02 2025-09-30 13F MARSH & MCLENNAN COS cs 571748102 6,976 73 1,552 0.0400
2025-07-24 2025-06-30 13F MARSH & MCLENNAN COS cs 571748102 6,903 -576 -7.70 1,667 -8.66 0.0474
2025-05-05 2025-03-31 13F MARSH & MCLENNAN COS cs 571748102 7,479 47 0.63 1,825 15.65 0.0563
2025-02-04 2024-12-31 13F MARSH & MCLENNAN COS cs 571748102 7,432 4,468 150.74 1,579 138.73 0.0517
2025-02-04 2024-09-30 13F MARSH & MCLENNAN COS cs 571748102 2,964 -136 -4.39 661 1.23 0.0238
2024-07-30 2024-06-30 13F MARSH & MCLENNAN COS cs 571748102 3,100 840 37.17 653 40.43 0.0259
2024-07-30 2024-03-31 13F MARSH & MCLENNAN COS cs 571748102 2,260 0 0.00 466 8.90 0.0204
2024-01-09 2023-12-31 13F MARSH & MCLENNAN COS cs 571748102 2,260 144 6.81 428 6.22 0.0202
2023-10-12 2023-09-30 13F MARSH & MCLENNAN COS cs 571748102 2,116 262 14.13 403 15.52 0.0181
2023-08-14 2023-06-30 13F/A-1 MARSH & MCLENNAN COS cs 571748102 1,854 -4,142 -69.08 349 -27.80 0.0146
2023-08-04 2023-06-30 13F MARSH & MCLENNAN COS cs 571748102 1,854 -4,142 149 0.0069
2023-04-18 2023-03-31 13F MARSH & MCLENNAN COS cs 571748102 5,996 792 15.22 482 0.0210
2023-02-07 2022-12-31 13F MARSH & MCLENNAN COS cs 571748102 5,204 296 6.03 0 -100.00 0.0114
2022-11-08 2022-09-30 13F MARSH & MCLENNAN COS cs 571748102 4,908 592 13.72 404 13.17 0.0105
2022-09-06 2022-06-30 13F/A-1 MARSH & MCLENNAN COS cs 571748102 4,316 0 0.00 357 0.00 0.0114
2022-09-06 2022-03-31 13F/A-1 MARSH & MCLENNAN COS cs 571748102 4,316 3,322 334.21 357 104.00 0.0114
2022-08-08 2022-03-31 13F MARSH MCLENNAN COS INC COM Stock 571748102 921 -73 78 0.0016
2022-01-12 2021-12-31 13F MARSH MCLENNAN COS INC COM Stock 571748102 994 -76 -7.10 175 8.02 0.0034
2021-10-06 2021-09-30 13F MARSH MCLENNAN COS INC COM Stock 571748102 1,070 17 1.61 162 8.00 0.0032
2021-07-13 2021-06-30 13F MARSH MCLENNAN COS INC COM Stock 571748102 1,053 -944 -47.27 150 -38.02 0.0031
2021-04-30 2021-03-31 13F MARSH MCLENNAN COS INC COM Stock 571748102 1,997 -29 -1.43 242 2.11 0.0047
2021-01-25 2020-12-31 13F MARSH MCLENNAN COS INC COM Stock 571748102 2,026 -43 -2.08 237 -0.84 0.0096
2020-10-29 2020-09-30 13F MARSH MCLENNAN COS INC COM Stock 571748102 2,069 -256 -11.01 239 -3.24 0.0143
2020-08-05 2020-06-30 13F MARSH MCLENNAN COS INC COM Stock 571748102 2,325 585 33.62 247 65.77 0.0196
2020-05-12 2020-03-31 13F MARSH MCLENNAN COS INC COM Stock 571748102 1,740 133 8.28 149 -16.29 0.0150
2020-01-17 2019-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,607 -812 -33.57 178 -24.58 0.0134
2019-11-07 2019-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 2,419 2,255 1,375.00 236 1,473.33 0.0158
2019-05-15 2019-03-31 13F MARSH & MCLENNAN COS Stock 571748102 164 -2,170 -92.97 15 -91.85 0.0020
2019-06-03 2018-12-31 13F/A-10 MARSH & MCLENNAN COS INC COM Stock 571748102 2,334 -505 -17.79 184 -21.70 0.0112
2019-01-23 2018-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 2,334 -505 184 0.0112
2019-06-03 2018-09-30 13F/A-9 MARSH & MCLENNAN COS INC COM Stock 571748102 2,839 -2,276 -44.50 235 -43.91 0.0096
2018-10-25 2018-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 2,839 -2,276 235 0.0096
2019-06-03 2018-06-30 13F/A-8 MARSH & MCLENNAN COS INC COM Stock 571748102 5,115 2,901 131.03 419 132.78 0.0176
2018-08-07 2018-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 5,115 3,418 419
2019-06-03 2018-03-31 13F/A-7 MARSH & MCLENNAN COS INC COM Stock 571748102 2,214 0 0.00 180 0.00 0.0082
2018-05-09 2018-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 1,697 -517 140
2019-06-03 2017-12-31 13F/A-6 MARSH & MCLENNAN COS INC COM Stock 571748102 2,214 -1,137 -33.93 180 -35.94 0.0082
2018-01-24 2017-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 2,214 -1,137 180
2017-10-30 2017-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 3,351 -2,227 -39.92 281 -35.40 0.0112
2019-06-03 2017-06-30 13F/A-5 MARSH & MCLENNAN COS INC COM Stock 571748102 5,578 18 0.32 435 5.84 0.0184
2017-07-31 2017-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 5,578 18 435
2019-06-03 2017-03-31 13F/A-4 MARSH & MCLENNAN COS INC COM Stock 571748102 5,560 720 14.88 411 25.69 0.0179
2017-04-26 2017-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 5,560 720 411
2019-06-03 2016-12-31 13F/A-3 MARSH & MCLENNAN COS INC COM Stock 571748102 4,840 126 2.67 327 3.15 0.0158
2017-02-14 2016-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 4,840 126 327
2016-11-04 2016-09-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 4,714 257 5.77 317 3.93 0.0165
2019-06-03 2016-06-30 13F/A-2 MARSH & MCLENNAN COS INC COM Stock 571748102 4,457 4,293 2,617.68 305 1,933.33 0.0170
2016-08-22 2016-06-30 13F MARSH & MCLENNAN COS INC COM Stock 571748102 4,457 4,293 305
2019-06-03 2016-03-31 13F/A-1 MARSH & MCLENNAN COS Stock 571748102 164 -3,810 -95.87 15 -93.18 0.0020
2016-05-02 2016-03-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 4,378 404 266
2016-02-11 2015-12-31 13F MARSH & MCLENNAN COS INC COM Stock 571748102 3,974 3,974 220 0.0148
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.