Marsh & McLennan Companies, Inc.
US ˙ NYSE ˙ US5717481023
TEN SYMBOL NIE JEST JUŻ AKTYWNY

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionWestpac Banking Corp
Latest Disclosed Ownership6,198 shares
Latest Disclosed Value $ 1,075,043
Westpac Banking Corp reports 71.50% increase in ownership of MMC / Marsh & McLennan Companies, Inc.

On May 11, 2026 - Westpac Banking Corp filed a 13F-HR form disclosing ownership of 6,198 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $1,075,043 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 3,614 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 71.50% during the quarter. The current value of the position is $1,132,375 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)
2026-05-11 2026-03-31 13F MARSH & MCLENNAN COS COM 571748102 6,198 2,584 71.50 1,075 60.45 0.0374
2026-02-10 2025-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,614 0 0.00 670 -7.97 0.0424
2025-11-14 2025-09-30 13F/A-1 MARSH & MCLENNAN COS INC USD 1 COM 571748102 3,614 0 0.00 728 -7.85 0.0451
2025-11-12 2025-09-30 13F MARSH & MCLENNAN COS INC USD 1 COM 571748102 3,614 0 728 0.0183
2025-08-11 2025-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,614 0 0.00 790 -10.33 0.0528
2025-05-13 2025-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,614 -763 -17.43 882 -5.17 0.0649
2025-02-12 2024-12-31 13F MARSH & MCLENNAN COS COM 571748102 4,377 373 9.32 930 4.03 0.0617
2024-11-08 2024-09-30 13F MARSH & MCLENNAN COS COM 571748102 4,004 229 6.07 893 12.33 0.0599
2024-08-14 2024-06-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 3,775 0 0.00 795 2.32 0.0631
2024-08-13 2024-06-30 13F MARSH & MCLENNAN COS COM 571748102 211 -3,564 795 0.0273
2024-05-09 2024-03-31 13F MARSH & MCLENNAN COS COM 571748102 3,775 7 0.19 778 8.98 0.0592
2024-02-08 2023-12-31 13F MARSH & MCLENNAN COS COM 571748102 3,768 -4,734 -55.68 714 -55.91 0.0589
2023-11-13 2023-09-30 13F MARSH & MCLENNAN COS COM 571748102 8,502 -7,252 -46.03 1,618 -45.43 0.1211
2023-08-10 2023-06-30 13F MARSH & MCLENNAN COS COM 571748102 15,754 -63,671 -80.16 2,963 -77.60 0.2091
2023-05-04 2023-03-31 13F MARSH & MCLENNAN COS COM 571748102 79,425 -11,921 -13.05 13,228 -12.48 0.1778
2023-02-06 2022-12-31 13F MARSH & MCLENNAN COS COM 571748102 91,346 -9,390 -9.32 15,116 0.51 0.2235
2022-11-08 2022-09-30 13F MARSH & MCLENNAN COS COM 571748102 100,736 15,576 18.29 15,039 13.74 0.2293
2022-08-10 2022-06-30 13F MARSH & MCLENNAN COS COM 571748102 85,160 36,218 74.00 13,221 58.53 0.1722
2022-05-11 2022-03-31 13F MARSH & MCLENNAN COS COM 571748102 48,942 -293 -0.60 8,341 -2.55 0.0957
2022-02-08 2021-12-31 13F MARSH & MCLENNAN COS COM 571748102 49,235 989 2.05 8,558 17.15 0.0887
2021-10-27 2021-09-30 13F MARSH & MCLENNAN COS COM 571748102 48,246 -11,438 -19.16 7,306 -12.99 0.0781
2021-08-11 2021-06-30 13F MARSH & MCLENNAN COS COM 571748102 59,684 49 0.08 8,396 15.60 0.0843
2021-05-13 2021-03-31 13F MARSH & MCLENNAN COS COM 571748102 59,635 6,239 11.68 7,264 16.26 0.0801
2021-02-11 2020-12-31 13F MARSH & MCLENNAN COS COM 571748102 53,396 1,252 2.40 6,247 4.46 0.0709
2020-11-10 2020-09-30 13F MARSH & MCLENNAN COS COM 571748102 52,144 5,355 11.44 5,981 19.05 0.0810
2020-08-12 2020-06-30 13F MARSH & MCLENNAN COS COM 571748102 46,789 -5,994 -11.36 5,024 10.08 0.0749
2020-05-14 2020-03-31 13F MARSH & MCLENNAN COS COM 571748102 52,783 6,371 13.73 4,564 -11.74 0.0786
2020-02-11 2019-12-31 13F MARSH & MCLENNAN COS COM 571748102 46,412 -300 -0.64 5,171 10.64 0.0666
2019-11-13 2019-09-30 13F MARSH & MCLENNAN COS COM 571748102 46,712 -100 -0.21 4,674 0.09 0.0650
2019-08-01 2019-06-30 13F MARSH & MCLENNAN COS COM 571748102 46,812 0 0.00 4,669 6.23 0.0713
2019-05-14 2019-03-31 13F MARSH & MCLENNAN COS COM 571748102 46,812 8,230 21.33 4,396 42.88 0.0726
2019-02-07 2018-12-31 13F MARSH & MCLENNAN COS COM 571748102 38,582 5,917 18.11 3,077 13.84 0.0524
2018-11-13 2018-09-30 13F MARSH & MCLENNAN COS COM 571748102 32,665 0 0.00 2,702 0.93 0.0463
2018-07-18 2018-06-30 13F MARSH & MCLENNAN COS COM 571748102 32,665 0 0.00 2,678 -0.74 0.0514
2018-05-01 2018-03-31 13F MARSH & MCLENNAN COS COM 571748102 32,665 0 0.00 2,698 1.47 0.0539
2018-01-18 2017-12-31 13F MARSH & MCLENNAN COS COM 571748102 32,665 -3,506 -9.69 2,659 -12.31 0.0604
2017-10-30 2017-09-30 13F MARSH & MCLENNAN COS COM 571748102 36,171 -1,171 -3.14 3,031 4.12 0.0667
2017-08-09 2017-06-30 13F MARSH & MCLENNAN COS COM 571748102 37,342 0 0.00 2,911 5.51 0.0641
2017-05-18 2017-03-31 13F/A-1 MARSH & MCLENNAN COS COM 571748102 37,342 6,003 19.16 2,759 30.33 0.0221
2017-05-11 2017-03-31 13F MARSH & MCLENNAN COS COM 571748102 21,448 1,304
2017-02-09 2016-12-31 13F MARSH & MCLENNAN COS COM 571748102 31,339 -193 -0.61 2,117 -0.14 0.0200
2016-11-10 2016-09-30 13F MARSH & MCLENNAN COS COM 571748102 31,532 101 0.32 2,121 -1.44 0.0229
2016-08-10 2016-06-30 13F MARSH & MCLENNAN COS COM 571748102 31,431 9,983 46.55 2,152 65.08 0.0236
2016-05-13 2016-03-31 13F MARSH & MCLENNAN COS COM 571748102 21,448 169 0.79 1,304 10.52 0.0142
2016-02-11 2015-12-31 13F MARSH & MCLENNAN COS COM 571748102 21,279 -214 -1.00 1,180 5.08 0.0131
2015-11-16 2015-09-30 13F/A-1 MARSH & MCLENNAN COS COM 571748102 21,493 18,018 518.50 1,122 469.54 0.0124
2015-11-12 2015-09-30 13F MARSH & MCLENNAN COS COM 571748102 21,493 1,122
2015-08-12 2015-06-30 13F MARSH & MCLENNAN COS COM 571748102 3,475 -28,744 -89.21 197 -90.29 0.0019
2015-05-12 2015-03-31 13F MARSH & MCLENNAN COS COM 571748102 32,219 -2,328 -6.74 2,029 2.63 0.0176
2015-02-11 2014-12-31 13F MARSH & MCLENNAN COS COM 571748102 34,547 -2,438 -6.59 1,977 2.17 0.0188
2014-11-12 2014-09-30 13F MARSH & MCLENNAN COS COM 571748102 36,985 0 0.00 1,936 0.99 0.0189
2014-08-11 2014-06-30 13F MARSH & MCLENNAN COS COM 571748102 36,985 -158 -0.43 1,917 4.64 0.0185
2014-05-12 2014-03-31 13F MARSH & MCLENNAN COS COM 571748102 37,143 1,381 3.86 1,831 5.90 0.0195
2014-02-13 2013-12-31 13F MARSH & MCLENNAN COS COM 571748102 35,762 -49,100 -57.86 1,729 -53.21 0.0198
2013-11-12 2013-09-30 13F MARSH & MCLENNAN COS COM 571748102 84,862 45,502 115.60 3,696 139.47 0.0462
2013-08-14 2013-06-30 13F MARSH & MCLENNAN COS COM 571748102 39,360 39,360 1,543 0.0236
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.