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

SecurityMRSH / Marsh & McLennan Companies, Inc.
InstitutionGrimes & Company, Inc.
Latest Disclosed Ownership8,758 shares
Latest Disclosed Value $ 1,519,048
Grimes & Company, Inc. reports 1.41% decrease in ownership of MRSH / Marsh & McLennan Companies, Inc.

On April 21, 2026 - Grimes & Company, Inc. filed a 13F-HR form disclosing ownership of 8,758 shares of Marsh & McLennan Companies, Inc. (US:MRSH) valued at $1,519,075 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 8,883 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -1.41% during the quarter. The current value of the position is $1,377,809 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)
2026-04-21 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 8,758 -125 -1.41 1,519 -7.77 0.0420
2026-02-03 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 8,883 79 0.90 1,648 -7.16 0.0394
2025-10-27 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 8,804 -25 -0.28 1,774 -8.08 0.0438
2025-07-22 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 8,829 -107 -1.20 1,930 -11.47 0.0525
2025-04-17 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 8,936 -135 -1.49 2,181 13.19 0.0674
2025-01-21 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 9,071 -244 -2.62 1,927 -7.27 0.0555
2024-10-22 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 9,315 25 0.27 2,078 6.13 0.0562
2024-07-22 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 9,290 -154 -1.63 1,958 0.62 0.0586
2024-04-17 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 9,444 -33 -0.35 1,945 8.36 0.0598
2024-01-24 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 9,477 42 0.45 1,796 0.00 0.0594
2023-10-19 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 9,435 30 0.32 1,795 1.53 0.0694
2023-07-19 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 9,405 -113 -1.19 1,769 11.55 0.0627
2023-04-20 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 9,518 12 0.13 1,585 0.76 0.0650
2023-01-25 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 9,506 -45 -0.47 1,573 10.31 0.0664
2022-10-28 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 9,551 37 0.39 1,426 -3.45 0.0744
2022-07-22 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 9,514 3 0.03 1,477 -8.88 0.0745
2022-05-06 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 9,511 0 0.00 1,621 -1.94 0.0757
2022-02-01 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 9,511 24 0.25 1,653 15.03 0.0757
2021-11-08 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 9,487 50 0.53 1,437 8.21 0.0625
2021-08-04 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 9,437 0 0.00 1,328 15.58 0.0576
2021-05-12 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 9,437 3,953 72.08 1,149 78.97 0.0553
2021-02-02 2020-12-31 13F Marsh & McLennan Co's COM 571748102 5,484 0 0.00 642 2.07 0.0334
2020-11-12 2020-09-30 13F Marsh & McLennan Co's COM 571748102 5,484 0 0.00 629 6.79 0.0402
2020-07-31 2020-06-30 13F Marsh & McLennan Co's COM 571748102 5,484 0 0.00 589 24.26 0.0409
2020-05-05 2020-03-31 13F Marsh & McLennan Co's COM 571748102 5,484 -500 -8.36 474 -28.94 0.0433
2020-02-05 2019-12-31 13F Marsh & McLennan Co's COM 571748102 5,984 525 9.62 667 22.16 0.0437
2019-11-05 2019-09-30 13F Marsh & McLennan Co's COM 571748102 5,459 0 0.00 546 0.18 0.0389
2019-07-30 2019-06-30 13F Marsh & McLennan Co's COM 571748102 5,459 0 0.00 545 6.24 0.0414
2019-05-02 2019-03-31 13F Marsh & McLennan Co's COM 571748102 5,459 -104 -1.87 513 15.54 0.0402
2019-02-01 2018-12-31 13F Marsh & McLennan Co's COM 571748102 5,563 0 0.00 444 -3.48 0.0433
2018-11-09 2018-09-30 13F Marsh & McLennan Co's COM 571748102 5,563 0 0.00 460 0.88 0.0368
2018-08-10 2018-06-30 13F Marsh & McLennan Co's COM 571748102 5,563 0 0.00 456 -0.65 0.0403
2018-05-07 2018-03-31 13F Marsh & McLennan Co's COM 571748102 5,563 2,413 76.60 459 79.30 0.0445
2018-02-05 2017-12-31 13F Marsh & McLennan Co's COM 571748102 3,150 3,150 256 0.0247
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.