Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
138,20 € ↑2,50 (1,84%)
2026-06-04
DELAT PRIS
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionPFG Advisors
Latest Disclosed Ownership10,067 shares
Latest Disclosed Value $ 1,746,121
PFG Advisors reports 26.58% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On May 5, 2026 - PFG Advisors filed a 13F-HR form disclosing ownership of 10,067 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $1,506,527 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 7,953 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 26.58% during the quarter. The current value of the position is $1,391,259 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)
2026-05-05 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 10,067 2,114 26.58 1,746 18.37 0.0850
2026-01-27 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 7,953 -7,282 -47.80 1,475 -51.95 0.0716
2025-11-13 2025-09-30 13F MARSH & MCLENNAN COS COM 571748102 15,235 858 5.97 3,070 -2.32 0.1258
2025-08-07 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 14,377 2,778 23.95 3,143 11.06 0.1452
2025-05-06 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 11,599 4,004 52.72 2,831 75.45 0.1582
2025-02-07 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 7,595 -361 -4.54 1,613 -9.08 0.0988
2024-10-15 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 7,956 -1,312 -14.16 1,775 -9.12 0.1119
2024-08-08 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 9,268 544 6.24 1,953 8.69 0.1320
2024-05-07 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 8,724 876 11.16 1,797 20.86 0.1313
2024-01-19 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 7,848 38 0.49 1,487 0.00 0.1201
2023-10-13 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 7,810 -1,085 -12.20 1,486 -11.12 0.1335
2023-07-20 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 8,895 888 11.09 1,673 25.43 0.1274
2023-04-21 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 8,007 275 3.56 1,334 4.22 0.1116
2023-01-30 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 7,732 50 0.65 1,279 11.51 0.1253
2022-10-14 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 7,682 75 0.99 1,147 -2.88 0.1311
2022-07-13 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 7,607 115 1.53 1,181 -7.52 0.1336
2022-04-19 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 7,492 260 3.60 1,277 1.59 0.1275
2022-01-21 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 7,232 435 6.40 1,257 22.16 0.1238
2021-11-05 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 6,797 145 2.18 1,029 9.94 0.1138
2021-07-28 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 6,652 245 3.82 936 20.00 0.1070
2021-04-27 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 6,407 330 5.43 780 9.70 0.1000
2021-01-26 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 6,077 25 0.41 711 2.45 0.1204
2020-10-13 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 6,052 230 3.95 694 8.95 0.1333
2020-07-16 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 5,822 465 8.68 637 24.17 0.1435
2020-04-29 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 5,357 140 2.68 513 -11.55 0.1381
2020-01-14 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 5,217 5,217 580 0.1423
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.