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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership96,527 shares
Latest Disclosed Value $ 16,742,692
Mercer Global Advisors Inc /adv reports 47.95% increase in ownership of MMC / Marsh & McLennan Companies, Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 96,527 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $16,742,692 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 65,243 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 47.95% during the quarter. The current value of the position is $17,635,483 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 96,527 31,284 47.95 16,743 38.33 0.0248
2026-02-17 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 65,243 -455 -0.69 12,104 -8.59 0.0185
2025-11-14 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 65,698 25,841 64.83 13,240 51.94 0.0221
2025-08-14 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 39,857 -9,501 -19.25 8,714 -27.65 0.0177
2025-05-15 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 49,358 985 2.04 12,045 17.23 0.0276
2025-02-14 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 48,373 -896 -1.82 10,275 -6.40 0.0251
2024-11-14 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 49,269 1,540 3.23 10,977 9.14 0.0257
2024-08-12 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 47,729 2,103 4.61 10,057 111,644.44 0.0274
2024-05-15 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 45,626 -18,449 -28.79 9 -25.00 0.0267
2024-02-15 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 64,075 2,033 3.28 12 9.09 0.0365
2023-11-15 2023-09-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 62,042 8,078 14.97 12 10.00 0.0448
2023-11-14 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 62,042 8,078 12 0.0448
2023-08-14 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 53,964 2,176 4.20 10 25.00 0.0403
2023-05-16 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 51,788 1,894 3.80 9 0.00 0.0392
2023-02-09 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 49,894 3,316 7.12 8 -99.88 0.0413
2022-11-15 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 46,578 3,674 8.56 6,954 4.40 0.0413
2022-08-10 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 42,904 2,445 6.04 6,661 -3.39 0.0408
2022-05-10 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 40,459 23,137 133.57 6,895 128.99 0.0406
2022-02-04 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 17,322 1,035 6.35 3,011 22.10 0.0186
2021-11-10 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 16,287 2,585 18.87 2,466 27.90 0.0172
2021-08-10 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 13,702 -9,005 -39.66 1,928 -30.30 0.0148
2021-08-10 2021-03-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 22,707 4,317 23.47 2,766 28.53 0.0252
2021-05-11 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 22,707 4,317 2,766 0.0265
2021-02-12 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 18,390 -1,425 -7.19 2,152 -5.32 0.0269
2020-12-10 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 19,815 2,096 11.83 2,273 19.51 0.0342
2020-08-10 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 17,719 1,824 11.48 1,902 38.43 0.0345
2020-05-18 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 15,895 1,598 11.18 1,374 -13.75 0.0302
2020-02-13 2019-12-31 13F MARSH & MCLENNAN COS INC COM COM 571748102 14,297 1,701 13.50 1,593 26.43 0.0318
2019-11-12 2019-09-30 13F MARSH & MCLENNAN COS INC COM COM 571748102 12,596 70 0.56 1,260 0.80 0.0296
2019-08-14 2019-06-30 13F MARSH & MCLENNAN COS INC COM COM 571748102 12,526 1,543 14.05 1,250 21.24 0.0331
2019-04-23 2019-03-31 13F/A-1 MARSH & MCLENNAN COS INC COM COM 571748102 10,983 10,983 1,031 0.0371
2019-04-12 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,504 359 0.0191
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.