Marsh & McLennan Companies, Inc.
DE ˙ DB ˙ US5717481023
135,70 € ↓ -3,10 (-2,23%)
2026-06-03
CENA AKCJI
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionWASHINGTON TRUST Co
Latest Disclosed Ownership105,507 shares
Latest Disclosed Value $ 18,300,199
WASHINGTON TRUST Co reports 2.84% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On April 6, 2026 - WASHINGTON TRUST Co filed a 13F-HR form disclosing ownership of 105,507 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $15,789,123 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 102,598 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 2.84% during the quarter. The current value of the position is $14,317,300 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)
2026-04-06 2026-03-31 13F Marsh Equities 571748102 105,507 2,909 2.84 18,300 -3.85 0.5952
2026-02-10 2025-12-31 13F Marsh Equities 571748102 102,598 -48 -0.05 19,034 -7.99 0.6221
2025-11-12 2025-09-30 13F MARSH & MCLENNAN COS Equities 571748102 102,646 1,561 1.54 20,686 -6.40 0.6787
2025-08-08 2025-06-30 13F MARSH & MCLENNAN COS Equities 571748102 101,085 265 0.26 22,101 -10.17 0.7814
2025-04-25 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 100,820 -946 -0.93 24,603 13.82 0.9430
2025-01-30 2024-12-31 13F MARSH & MCLENNAN COM 571748102 101,766 373 0.37 21,616 -4.43 0.7754
2024-10-25 2024-09-30 13F MARSH & MCLENNAN COM 571748102 101,393 -66 -0.07 22,620 5.80 0.7930
2024-07-15 2024-06-30 13F MARSH & MCLENNAN COM 571748102 101,459 -2,216 -2.14 21,379 0.12 0.7820
2024-04-23 2024-03-31 13F MARSH & MCLENNAN COM 571748102 103,675 -674 -0.65 21,355 8.01 0.7845
2024-01-18 2023-12-31 13F MARSH & MCLENNAN COM 571748102 104,349 -3,963 -3.66 19,771 -4.08 0.7824
2023-10-18 2023-09-30 13F MARSH & MCLENNAN COM 571748102 108,312 -1,287 -1.17 20,612 -0.01 0.9067
2023-07-27 2023-06-30 13F MARSH & MCLENNAN COM 571748102 109,599 -1,262 -1.14 20,613 11.64 0.8693
2023-05-10 2023-03-31 13F/A-1 MARSH & MCLENNAN COM 571748102 110,861 -707 -0.63 18,464 0.01 0.8318
2023-05-04 2023-03-31 13F MARSH & MCLENNAN COM 571748102 111 -111,427 18 0.7785
2023-07-27 2022-12-31 13F/A-1 MARSH & MCLENNAN COM 571748102 111,568 -2,185 -1.92 18,462 8.72 0.8601
2023-02-08 2022-12-31 13F MARSH & MCLENNAN COM 571748102 111,538 -2,215 18 0.0008
2022-10-14 2022-09-30 13F MARSH & MCLENNAN COM 571748102 113,753 -485 -0.42 16,982 -4.25 0.8552
2022-07-25 2022-06-30 13F MARSH & MCLENNAN COM 571748102 114,238 576 0.51 17,736 -8.44 0.8327
2022-05-05 2022-03-31 13F MARSH & MCLENNAN COM 571748102 113,662 3,585 3.26 19,370 1.24 0.7664
2022-02-09 2021-12-31 13F/A-1 MARSH & MCLENNAN COM 571748102 110,077 -1,266 -1.14 19,133 13.48 0.7178
2022-02-09 2021-12-31 13F MARSH & MCLENNAN COM 571748102 110,077 -1,266 19,133 0.6695
2021-11-09 2021-09-30 13F MARSH & MCLENNAN COM 571748102 111,343 2,512 2.31 16,860 10.12 0.4754
2021-08-05 2021-06-30 13F MARSH & MCLENNAN COM 571748102 108,831 3,686 3.51 15,310 19.55 0.4318
2021-04-28 2021-03-31 13F MARSH & MCLENNAN COM 571748102 105,145 6,797 6.91 12,806 11.29 0.3931
2021-02-09 2020-12-31 13F MARSH & MCLENNAN COM 571748102 98,348 6,233 6.77 11,507 8.91 0.3714
2020-11-05 2020-09-30 13F MARSH & MCLENNAN COM 571748102 92,115 2,523 2.82 10,566 12.01 0.3903
2020-08-04 2020-06-30 13F MARSH & MCLENNAN COM 571748102 89,592 15,152 20.35 9,433 46.57 0.3917
2020-05-07 2020-03-31 13F MARSH & MCLENNAN COM 571748102 74,440 1,405 1.92 6,436 -20.90 0.3068
2020-02-12 2019-12-31 13F MARSH & MCLENNAN COM 571748102 73,035 1,340 1.87 8,137 9.53 0.3206
2019-11-06 2019-09-30 13F MARSH & MCLENNAN COM 571748102 71,695 2,140 3.08 7,429 7.08 0.3977
2019-08-07 2019-06-30 13F MARSH & MCLENNAN COM 571748102 69,555 2,408 3.59 6,938 10.34 0.3799
2019-05-13 2019-03-31 13F Marsh & McLennan Cos COM 571748102 67,147 3,596 5.66 6,288 24.07 0.3518
2019-02-11 2018-12-31 13F Marsh & McLennan Cos COM 571748102 63,551 4,928 8.41 5,068 4.52 0.3223
2018-11-13 2018-09-30 13F Marsh & McLennan Cos COM 571748102 58,623 57,441 4,859.64 4,849 4,898.97 0.2596
2018-08-10 2018-06-30 13F Marsh & McLennan Cos COM 571748102 1,182 1,182 97 0.0052
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.