Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
138,20 € ↑2,50 (1,84%)
2026-06-04
CENA AKCJI
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionCkw Financial Group
Latest Disclosed Ownership1,963 shares
Latest Disclosed Value $ 337
Ckw Financial Group reports 0.31% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On May 7, 2026 - Ckw Financial Group filed a 13F-HR form disclosing ownership of 1,963 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $293,763 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,957 shares of Marsh & McLennan Companies, Inc.. The current value of the position is $271,287 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)
2026-05-07 2026-03-31 13F MARSH COM 571748102 1,963 6 0.31 0 0.0368
2026-01-26 2025-12-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,957 5 0.26 0 0.0394
2025-11-13 2025-09-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,952 4 0.21 0 0.0428
2025-07-28 2025-06-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,948 4 0.21 0 0.0488
2025-05-16 2025-03-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,944 3 0.15 0 0.0592
2025-01-22 2024-12-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,941 4 0.21 0 0.0507
2024-11-13 2024-09-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,937 3 0.16 0 0.0523
2024-08-14 2024-06-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,934 4 0.21 0 0.0519
2024-04-22 2024-03-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,930 3 0.16 0 0.0513
2024-01-26 2023-12-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,927 4 0.21 0 0.0507
2023-10-19 2023-09-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,923 -2,627 -57.74 0 0.0558
2023-07-18 2023-06-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 4,550 2,634 137.47 0 0.0575
2023-05-12 2023-03-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,916 3 0.16 0 0.0520
2023-01-18 2022-12-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,913 3 0.16 0 -100.00 0.0533
2022-11-10 2022-09-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,910 3 0.16 285 -4.36 0.0533
2022-08-04 2022-06-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,907 4 0.21 298 -8.87 0.0506
2022-04-28 2022-03-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,903 3 0.16 327 -0.91 0.0478
2022-02-09 2021-12-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,900 0 0.00 330 12.63 0.0503
2021-11-12 2021-09-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,900 0 0.00 293 8.52 0.0452
2021-08-05 2021-06-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,900 0 0.00 270 16.88 0.0427
2021-05-13 2021-03-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,900 0 0.00 231 4.05 0.0399
2021-02-10 2020-12-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,900 0 0.00 222 2.30 0.0410
2020-11-10 2020-09-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,900 0 0.00 217 6.37 0.0434
2020-08-12 2020-06-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,900 0 0.00 204 30.77 0.0452
2020-05-12 2020-03-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,900 0 0.00 156 -26.42 0.0407
2020-02-07 2019-12-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,900 0 0.00 212 13.37 0.0395
2019-11-12 2019-09-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,900 0 0.00 187 -1.58 0.0354
2019-08-12 2019-06-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,900 0 0.00 190 6.74 0.0384
2019-05-15 2019-03-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COM 571748102 1,900 0 0.00 178 17.11 0.0329
2019-01-16 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,900 0 0.00 152 -3.80 0.0333
2018-11-08 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,900 0 0.00 158 1.28 0.0298
2018-07-19 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,900 0 0.00 156 1.30 0.0327
2018-04-19 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,900 0 0.00 154 -0.65 0.0341
2018-02-21 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,900 0 0.00 155 -2.52 0.0344
2017-11-13 2017-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,900 0 0.00 159 7.43 0.0380
2017-07-31 2017-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,900 0 0.00 148 5.71 0.0388
2017-05-04 2017-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,900 0 0.00 140 9.38 0.0433
2017-01-25 2016-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,900 0 0.00 128 0.00 0.0464
2016-11-03 2016-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,900 0 0.00 128 -1.54 0.0439
2016-07-07 2016-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,900 0 0.00 130 12.07 0.0463
2016-04-06 2016-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,900 0 0.00 116 10.48 0.0435
2016-02-11 2015-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,900 0 0.00 105 6.06 0.0381
2015-10-26 2015-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,900 0 0.00 99 -8.33 0.0404
2015-07-28 2015-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,900 0 0.00 108 0.93 0.0425
2015-04-09 2015-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,900 0 0.00 107 -1.83 0.0425
2015-02-13 2014-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,900 0 0.00 109 10.10 0.0460
2014-11-13 2014-09-30 13F MARSH & MCLENNAN COS COM 571748102 1,900 0 0.00 99 0.00 0.0434
2014-07-30 2014-06-30 13F MARSH & MCLENNAN COS COM 571748102 1,900 0 0.00 99 4.21 0.0527
2014-04-17 2014-03-31 13F MARSH & MCLENNAN COS COM 571748102 1,900 0 0.00 95 3.26 0.0451
2014-02-24 2013-12-31 13F MARSH & MCLENNAN COS COM 571748102 1,900 1,900 92 0.0481
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.