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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership10,138 shares
Latest Disclosed Value $ 2,043,112
Wetherby Asset Management Inc reports 0.07% decrease in ownership of MMC / Marsh & McLennan Companies, Inc.

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 10,138 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $2,043,111 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 10,145 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -0.07% during the quarter. The current value of the position is $1,852,213 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)
2025-11-14 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 10,138 -7 -0.07 2,043 -7.89 0.0834
2025-08-14 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 10,145 107 1.07 2,218 4.03 0.0987
2025-02-14 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 10,038 -471 -4.48 2,132 -9.04 0.1022
2024-11-14 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 10,509 -69 -0.65 2,344 5.21 0.1072
2024-08-14 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 10,578 -89 -0.83 2,229 1.41 0.1051
2024-05-15 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 10,667 -46 -0.43 2,197 8.28 0.1047
2024-02-14 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 10,713 -147 -1.35 2,030 -1.79 0.1057
2023-11-14 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 10,860 -70 -0.64 2,067 0.54 0.1172
2023-08-14 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 10,930 -96 -0.87 2,056 11.93 0.1107
2023-05-12 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 11,026 768 7.49 1,836 8.19 0.1075
2023-02-14 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 10,258 280 2.81 1,697 13.89 0.1090
2022-11-14 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 9,978 1,406 16.40 1,490 11.95 0.1051
2022-08-15 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 8,572 -6 -0.07 1,331 -8.96 0.0909
2022-05-16 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 8,578 349 4.24 1,462 2.24 0.0838
2022-02-14 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 8,229 493 6.37 1,430 22.12 0.0803
2021-11-15 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 7,736 113 1.48 1,171 9.24 0.0723
2021-08-16 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 7,623 -221 -2.82 1,072 12.25 0.0654
2021-05-14 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 7,844 32 0.41 955 4.49 0.0728
2021-02-11 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 7,812 7,082 970.14 914 988.10 0.0620
2020-12-16 2020-09-30 13F/A-01 MARSH & MCLENNAN COS COM 571748102 7,239 -1,462 830 0.0761
2020-12-16 2020-09-30 13F/A-02 MARSH & MCLENNAN COS COM 571748102 730 -7,971 -91.61 84 -91.02 0.2524
2020-11-13 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 8,002 -699 918 58,392.8606
2020-08-14 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 8,701 454 5.51 935 31.14 0.0886
2020-05-06 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 8,247 515 6.66 713 -17.29 0.0800
2020-01-28 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 7,732 -194 -2.45 862 8.70 0.0849
2019-10-31 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 7,926 262 3.42 793 3.80 0.0828
2019-07-25 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 7,664 274 3.71 764 10.09 0.0836
2019-07-25 2019-03-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 7,390 725 10.88 694 30.45 0.0864
2019-05-09 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 7,390 725 694
2019-01-30 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 6,665 -268 -3.87 532 -7.32 0.0752
2018-11-07 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 6,933 968 16.23 574 17.38 0.0709
2018-07-24 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,965 188 3.25 489 2.52 0.0662
2018-05-04 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,777 72 1.26 477 2.80 0.0658
2018-02-09 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 5,705 237 4.33 464 1.31 0.0644
2017-11-13 2017-09-30 13F MARSH & MCLENNAN COS COM 571748102 5,468 430 8.54 458 16.54 0.0681
2017-08-01 2017-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,038 19 0.38 393 5.93 0.0669
2017-04-27 2017-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,019 106 2.16 371 11.75 0.0667
2017-02-08 2016-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,913 120 2.50 332 3.11 0.0650
2016-11-14 2016-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,793 74 1.57 322 -0.62 0.0651
2016-08-10 2016-06-30 13F MARSH & MCLENNAN COS COM 571748102 4,719 115 2.50 324 15.71 0.0718
2016-05-10 2016-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,604 -572 -11.05 280 -2.44 0.0660
2016-02-08 2015-12-31 13F MARSH & MCLENNAN COS COM 571748102 5,176 279 5.70 287 12.55 0.0688
2015-11-12 2015-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,897 670 15.85 255 6.69 0.0653
2015-08-12 2015-06-30 13F MARSH & MCLENNAN COS COM 571748102 4,227 103 2.50 239 3.46 0.0575
2015-05-08 2015-03-31 13F MARSH & MCLENNAN COS COM 571748102 4,124 320 8.41 231 5.96 0.0562
2015-02-12 2014-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,804 3,804 218 0.0548
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.