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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionLarson Financial Group LLC
Latest Disclosed Ownership21,021 shares
Latest Disclosed Value $ 3,646,076
Larson Financial Group LLC reports 7.65% increase in ownership of MMC / Marsh & McLennan Companies, Inc.

On May 15, 2026 - Larson Financial Group LLC filed a 13F-HR form disclosing ownership of 21,021 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $3,646,076 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 19,527 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 7.65% during the quarter. The current value of the position is $3,840,537 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)
2026-05-15 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 21,021 1,494 7.65 3,646 0.66 0.1093
2026-02-06 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 19,527 -1,770 -8.31 3,623 -15.59 0.1205
2025-11-14 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 21,297 2,699 14.51 4,292 5.53 0.1501
2025-08-08 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 18,598 3,002 19.25 4,066 6.86 0.1628
2025-05-02 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 15,596 2,129 15.81 3,806 33.04 0.1803
2025-02-07 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 13,467 1,777 15.20 2,860 9.70 0.1478
2024-11-12 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 11,690 585 5.27 2,608 11.41 0.1479
2024-08-02 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 11,105 545 5.16 2,340 7.59 0.1595
2024-05-03 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 10,560 732 7.45 2,175 16.81 0.1680
2024-02-01 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 9,828 9,571 3,724.12 1,862 3,779.17 0.1627
2023-11-03 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 257 74 40.44 49 41.18 0.0048
2023-08-03 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 183 0 0.00 34 13.33 0.0034
2023-05-04 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 183 0 0.00 30 0.00 0.0033
2023-02-03 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 183 18 10.91 30 20.00 0.0036
2022-11-03 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 165 95 135.71 25 127.27 0.0036
2022-08-04 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 70 70 11 0.0019
2020-04-09 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 0 -50 -100.00 0 -100.00
2020-01-10 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 50 0 0.00 6 20.00 0.0035
2019-10-11 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 50 50 5 0.0033
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.