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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionOakworth Capital, Inc.
Latest Disclosed Ownership186 shares
Latest Disclosed Value $ 32,261
Oakworth Capital, Inc. ownership in MMC / Marsh & McLennan Companies, Inc.

On April 24, 2026 - Oakworth Capital, Inc. filed a 13F-HR form disclosing ownership of 186 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $32,261 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 186 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $33,982 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)
2026-04-24 2026-03-31 13F MARSH COMMON STOCK 571748102 186 0 0.00 32 -5.88 0.0017
2026-01-30 2025-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 186 101 118.82 35 100.00 0.0019
2025-11-04 2025-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 85 0 0.00 17 -5.56 0.0010
2025-07-17 2025-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 85 0 0.00 19 -10.00 0.0012
2025-04-24 2025-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 85 0 0.00 21 11.11 0.0014
2025-01-27 2024-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 85 0 0.00 18 0.00 0.0012
2024-10-21 2024-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 85 0 0.00 19 5.88 0.0013
2024-07-19 2024-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 85 0 0.00 18 0.00 0.0013
2024-04-22 2024-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 85 0 0.00 18 6.25 0.0013
2024-01-31 2023-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 85 0 0.00 16 0.00 0.0013
2023-10-31 2023-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 85 0 0.00 16 6.67 0.0015
2023-07-28 2023-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 85 0 0.00 16 7.14 0.0014
2023-05-02 2023-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 85 0 0.00 14 0.00 0.0013
2023-02-03 2022-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 85 0 0.00 14 7.69 0.0013
2022-10-31 2022-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 85 0 0.00 13 0.00 0.0014
2022-08-05 2022-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 85 0 0.00 13 -7.14 0.0013
2022-04-11 2022-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 85 0 0.00 14 -6.67 0.0012
2022-02-07 2021-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 85 -33 -27.97 15 -16.67 0.0013
2021-11-10 2021-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 118 0 0.00 18 5.88 0.0017
2021-07-20 2021-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 118 -22 -15.71 17 0.00 0.0017
2021-04-30 2021-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 140 0 0.00 17 6.25 0.0019
2021-02-12 2020-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 140 0 0.00 16 0.00 0.0021
2020-11-09 2020-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 140 85 154.55 16 166.67 0.0026
2020-08-11 2020-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 55 0 0.00 6 20.00 0.0011
2020-05-07 2020-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 55 0 0.00 5 -16.67 0.0012
2020-01-31 2019-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 55 0 0.00 6 0.00 0.0011
2019-11-13 2019-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 55 -610 -91.73 6 -90.91 0.0012
2019-08-02 2019-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 665 277 71.39 66 83.33 0.0126
2019-05-06 2019-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 388 0 0.00 36 16.13 0.0074
2019-02-13 2018-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 388 0 0.00 31 -3.12 0.0071
2018-10-25 2018-09-30 13F MARSH & MCLENNAN COMMON STOCK 571748102 388 0 0.00 32 0.00 0.0064
2018-08-07 2018-06-30 13F MARSH & MCLENNAN COMMON STOCK 571748102 388 333 605.45 32 700.00 0.0066
2018-05-09 2018-03-31 13F MARSH & MCLENNAN COMMON STOCK 571748102 55 0 0.00 4 -20.00 0.0010
2018-01-22 2017-12-31 13F MARSH & MCLENNAN COMMON STOCK 571748102 55 0 0.00 5 25.00 0.0012
2017-11-08 2017-09-30 13F MARSH & MCLENNAN COMMON STOCK 571748102 55 0 0.00 4 0.00 0.0010
2017-07-31 2017-06-30 13F MARSH & MCLENNAN COMMON STOCK 571748102 55 0 0.00 4 0.00 0.0011
2017-04-26 2017-03-31 13F MARSH & MCLENNAN COMMON STOCK 571748102 55 -80 -59.26 4 -55.56 0.0012
2017-01-27 2016-12-31 13F MARSH & MCLENNAN COMMON STOCK 571748102 135 0 0.00 9 0.00 0.0030
2016-10-24 2016-09-30 13F MARSH & MCLENNAN COMMON STOCK 571748102 135 0 0.00 9 0.00 0.0031
2016-07-20 2016-06-30 13F MARSH & MCLENNAN COMMON STOCK 571748102 135 0 0.00 9 12.50 0.0034
2016-05-13 2016-03-31 13F MARSH & MCLENNAN COMMON STOCK 571748102 135 0 0.00 8 14.29 0.0032
2016-01-26 2015-12-31 13F MARSH & MCLENNAN COMMON STOCK 571748102 135 0 0.00 7 0.00 0.0029
2015-10-29 2015-09-30 13F MARSH & MCLENNAN COMMON STOCK 571748102 135 0 0.00 7 -12.50 0.0037
2015-08-14 2015-06-30 13F/A-1 MARSH & MCLENNAN COMMON STOCK 571748102 135 0 0.00 8 0.00 0.0038
2015-07-14 2015-06-30 13F MARSH & MCLENNAN COMMON STOCK 571748102 135 7
2015-05-12 2015-03-31 13F MARSH & MCLENNAN COMMON STOCK 571748102 135 0 0.00 8 0.00 0.0037
2015-02-24 2014-12-31 13F MARSH & MCLENNAN COMMON STOCK 571748102 135 0 0.00 8 14.29 0.0041
2014-10-09 2014-09-30 13F MARSH & MCLENNAN COMMON STOCK 571748102 135 0 0.00 7 0.00 0.0041
2014-07-14 2014-06-30 13F MARSH & MCLENNAN COMMON STOCK 571748102 135 0 0.00 7 0.00 0.0043
2014-04-10 2014-03-31 13F MARSH & MCLENNAN COMMON STOCK 571748102 135 0 0.00 7 0.00 0.0046
2014-01-27 2013-12-31 13F MARSH & MCLENNAN COMMON STOCK 571748102 135 135 7 0.0049
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.