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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionTd Private Client Wealth Llc
Latest Disclosed Ownership6,418 shares
Latest Disclosed Value $ 1,113,202
Td Private Client Wealth Llc reports 22.25% increase in ownership of MMC / Marsh & McLennan Companies, Inc.

On April 27, 2026 - Td Private Client Wealth Llc filed a 13F-HR form disclosing ownership of 6,418 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $1,113,202 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 5,250 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 22.25% during the quarter. The current value of the position is $1,172,569 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)
2026-04-27 2026-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 6,418 1,168 22.25 1,113 14.39 0.0231
2026-02-05 2025-12-31 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 5,250 -2,418 -31.53 974 -37.02 0.0207
2025-10-27 2025-09-30 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 7,668 979 14.64 1,545 5.68 0.0348
2025-07-15 2025-06-30 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 6,689 -2,064 -23.58 1,462 -31.52 0.0359
2025-04-29 2025-03-31 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 8,753 134 1.55 2,136 16.67 0.0588
2025-02-11 2024-12-31 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 8,619 340 4.11 1,831 -0.87 0.0512
2024-11-18 2024-09-30 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 8,279 92 1.12 1,847 7.01 0.0531
2024-08-14 2024-06-30 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 8,187 -58 -0.70 1,725 1.59 0.0543
2024-08-16 2024-03-31 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 8,245 730 9.71 1,698 19.33 0.0557
2024-08-16 2023-12-31 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 7,515 -134 -1.75 1,424 -2.33 0.0515
2024-08-16 2023-09-30 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 7,649 -421 -5.22 1,458 -4.21 0.0631
2024-08-16 2023-06-30 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 8,070 -69 -0.85 1,522 12.00 0.0657
2024-08-16 2023-03-31 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 8,139 523 6.87 1,359 7.52 0.0610
2024-08-16 2022-12-31 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 7,616 429 5.97 1,264 17.38 0.0597
2024-08-16 2022-09-30 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 7,187 -16 -0.22 1,076 -4.01 0.0550
2024-08-16 2022-06-30 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 7,203 419 6.18 1,122 -3.28 0.0547
2024-08-16 2022-03-31 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 6,784 845 14.23 1,160 12.31 0.0494
2024-08-16 2021-12-31 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 5,939 34 0.58 1,032 15.44 0.0429
2024-08-16 2021-09-30 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 5,905 196 3.43 894 11.33 0.0382
2024-08-16 2021-06-30 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 5,709 1,833 47.29 803 70.13 0.0343
2024-08-16 2021-03-31 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 3,876 -2,742 -41.43 472 -39.02 0.0221
2024-08-16 2020-12-31 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 6,618 -2,919 -30.61 774 -29.19 0.0393
2024-08-16 2020-09-30 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 9,537 939 10.92 1,094 18.42 0.0612
2024-08-16 2020-06-30 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 8,598 935 12.20 923 39.43 0.0539
2024-08-16 2020-03-31 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 7,663 2,747 55.88 662 21.02 0.0474
2024-08-16 2019-12-31 13F MARSH & MCLENNAN COS INC COM COMMON STOCK 571748102 4,916 4,916 548 0.0328
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.