Marsh & McLennan Companies, Inc.
US ˙ NYSE ˙ US5717481023

SecurityMRSH / Marsh & McLennan Companies, Inc.
InstitutionBonness Enterprises Inc
Latest Disclosed Ownership25,300 shares
Latest Disclosed Value $ 4,388,285
Bonness Enterprises Inc ownership in MRSH / Marsh & McLennan Companies, Inc.

On April 27, 2026 - Bonness Enterprises Inc filed a 13F-HR/A form disclosing ownership of 25,300 shares of Marsh & McLennan Companies, Inc. (US:MRSH) valued at $4,388,285 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 25,300 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 $4,079,878 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.

Upgrade to unlock premium data and export to Excel .

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/A-1 MARSH & MCLENNAN COS COM 571748102 25,300 0 0.00 4,388 -6.50 1.1388
2026-04-15 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 25,300 0 4,388 1.6064
2026-01-14 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 25,300 0 0.00 4,694 -7.94 1.6200
2025-10-15 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 25,300 0 0.00 5,099 -7.83 1.6726
2025-07-16 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 25,300 0 0.00 5,532 -10.40 1.8113
2025-04-11 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 25,300 -200 -0.78 6,174 13.98 2.0143
2025-01-16 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 25,500 0 0.00 5,416 -4.78 1.9002
2024-10-18 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 25,500 0 0.00 5,689 5.86 1.8908
2024-07-25 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 25,500 0 0.00 5,373 2.30 1.9659
2024-04-12 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 25,500 0 0.00 5,252 8.71 1.8942
2024-01-22 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 25,500 0 0.00 4,831 -0.43 2.0210
2023-10-18 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 25,500 0 0.00 4,853 1.17 2.2237
2023-07-14 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 25,500 0 0.00 4,796 12.93 2.1582
2023-04-19 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 25,500 -200 -0.78 4,247 -0.12 1.8912
2023-01-25 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 25,700 0 0.00 4,253 10.82 2.0013
2022-10-11 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 25,700 0 0.00 3,837 -3.83 2.0408
2022-07-13 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 25,700 0 0.00 3,990 -8.90 1.9976
2022-04-08 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 25,700 0 0.00 4,380 -1.95 2.0323
2022-01-13 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 25,700 -100 -0.39 4,467 14.33 2.0631
2021-10-12 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 25,800 0 0.00 3,907 7.63 1.9917
2021-07-13 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 25,800 0 0.00 3,630 15.53 1.8280
2021-04-09 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 25,800 0 0.00 3,142 4.07 1.6804
2021-01-11 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 25,800 0 0.00 3,019 2.03 1.6884
2020-10-13 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 25,800 0 0.00 2,959 6.82 1.7389
2020-07-17 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 25,800 0 0.00 2,770 24.16 1.7747
2020-04-08 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 25,800 0 0.00 2,231 -22.37 1.6122
2020-01-09 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 25,800 0 0.00 2,874 11.35 1.8084
2019-10-28 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 25,800 0 0.00 2,581 0.27 1.6580
2019-07-09 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 25,800 0 0.00 2,574 6.23 1.6072
2019-04-12 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 25,800 0 0.00 2,423 17.74 1.5738
2019-01-10 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 25,800 0 0.00 2,058 -3.56 1.5472
2018-10-02 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 25,800 0 0.00 2,134 0.90 1.3957
2018-07-06 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 25,800 0 0.00 2,115 -0.75 1.4950
2018-04-04 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 25,800 -1,000 -3.73 2,131 -2.29 1.4845
2018-01-09 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 26,800 0 0.00 2,181 -2.89 1.4803
2017-10-05 2017-09-30 13F MARSH & MCLENNAN COS COM 571748102 26,800 0 0.00 2,246 7.52 1.6064
2017-07-11 2017-06-30 13F Marsh & McLennan Companies COM 571748102 26,800 0 0.00 2,089 5.51 1.5979
2017-04-05 2017-03-31 13F Marsh & McLennan Companies COM 571748102 26,800 0 0.00 1,980 9.33 1.5809
2017-01-17 2016-12-31 13F Marsh & McLennan Companies COM 571748102 26,800 -4,000 -12.99 1,811 -12.55 1.6276
2016-10-06 2016-09-30 13F Marsh & McLennan Companies COM 571748102 30,800 0 0.00 2,071 -1.80 1.7191
2016-07-12 2016-06-30 13F Marsh & McLennan Companies COM 571748102 30,800 0 0.00 2,109 12.66 1.7717
2016-04-11 2016-03-31 13F Marsh & McLennan Companies COM 571748102 30,800 0 0.00 1,872 9.60 1.6104
2016-01-21 2015-12-31 13F Marsh & McLennan Companies COM 571748102 30,800 0 0.00 1,708 6.22 1.5370
2015-10-13 2015-09-30 13F Marsh & McLennan Companies COM 571748102 30,800 0 0.00 1,608 -7.90 1.5341
2015-07-14 2015-06-30 13F Marsh & McLennan Companies COM 571748102 30,800 0 0.00 1,746 1.04 1.5734
2015-04-09 2015-03-31 13F Marsh & McLennan Companies COM 571748102 30,800 0 0.00 1,728 -1.99 1.5351
2015-01-12 2014-12-31 13F Marsh & McLennan Companies COM 571748102 30,800 0 0.00 1,763 9.37 1.5247
2014-10-10 2014-09-30 13F Marsh & McLennan Companies COM 571748102 30,800 0 0.00 1,612 1.00 1.4492
2014-07-11 2014-06-30 13F Marsh & McLennan Companies COM 571748102 30,800 -4,000 -11.49 1,596 -6.99 1.4466
2014-04-09 2014-03-31 13F Marsh & McLennan Companies COM 571748102 34,800 0 0.00 1,716 1.96 1.5086
2014-01-14 2013-12-31 13F Marsh & McLennan Companies COM 571748102 34,800 0 0.00 1,683 11.02 1.4869
2013-10-10 2013-09-30 13F Marsh & McLennan Companies COM 571748102 34,800 0 0.00 1,516 9.14 1.4563
2013-07-09 2013-06-30 13F Marsh & McLennan Companies COM 571748102 34,800 34,800 1,389 1.3774
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.