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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionOptas, LLC
Latest Disclosed Ownership1,913 shares
Latest Disclosed Value $ 331,810
Optas, LLC reports 4.59% increase in ownership of MMC / Marsh & McLennan Companies, Inc.

On April 24, 2026 - Optas, LLC filed a 13F-HR form disclosing ownership of 1,913 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $331,810 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 1,829 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 4.59% during the quarter. The current value of the position is $349,505 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 & MCLENNAN COS COM 571748102 1,913 84 4.59 332 -2.36 0.0291
2026-01-27 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,829 6 0.33 339 -7.63 0.0531
2025-10-15 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,823 -175 -8.76 367 -15.83 0.0624
2025-07-23 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,998 -28 -1.38 437 -11.74 0.0830
2025-04-17 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 2,026 -44 -2.13 494 12.53 0.0860
2025-01-24 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 2,070 127 6.54 440 1.39 0.0947
2024-10-29 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,943 58 3.08 433 9.07 0.0997
2024-07-25 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,885 5 0.27 397 2.58 0.1023
2024-04-18 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,880 53 2.90 387 11.85 0.1057
2024-01-26 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,827 51 2.87 346 2.67 0.1041
2023-10-31 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,776 25 1.43 338 2.43 0.1126
2023-07-20 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,751 29 1.68 329 15.03 0.1101
2023-04-18 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,722 85 5.19 287 5.93 0.1024
2023-01-30 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,637 18 1.11 271 11.57 0.1118
2022-11-01 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,619 33 2.08 242 -1.22 0.1062
2022-08-01 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,586 119 8.11 245 -2.00 0.1003
2022-04-26 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,467 59 4.19 250 2.04 0.0818
2022-01-26 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,408 19 1.37 245 16.67 0.0694
2021-10-14 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,389 1,389 210 0.0610
2021-01-27 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 0 -2,636 -100.00 0 -100.00
2020-10-23 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 2,636 2,636 303 0.0926
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.