Marsh & McLennan Companies, Inc.
US ˙ NYSE ˙ US5717481023
ESTE SÍMBOLO NÃO ESTÁ MAIS ATIVO

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionCoho Partners, Ltd.
Latest Disclosed Ownership114,928 shares
Latest Disclosed Value $ 23,161,538
Coho Partners, Ltd. reports 42.48% decrease in ownership of MMC / Marsh & McLennan Companies, Inc.

On October 14, 2025 - Coho Partners, Ltd. filed a 13F-HR form disclosing ownership of 114,928 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $23,161,440 USD as of September 30, 2025. The entity filed a previous 13F-HR on July 29, 2025 disclosing 199,808 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of -42.48% during the quarter. The current value of the position is $20,997,346 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)
2025-10-14 2025-09-30 13F Marsh & McLennan Companies COM 571748102 114,928 -84,880 -42.48 23,162 -46.98 2.9727
2025-07-29 2025-06-30 13F Marsh & McLennan Companies COM 571748102 199,808 -74,033 -27.04 43,686 -34.63 3.2529
2025-04-22 2025-03-31 13F Marsh & McLennan Companies COM 571748102 273,841 -111,829 -29.00 66,825 -18.43 4.0343
2025-01-30 2024-12-31 13F Marsh & McLennan Companies COM 571748102 385,670 -71,121 -15.57 81,920 -19.61 3.7667
2024-10-22 2024-09-30 13F Marsh & McLennan Companies COM 571748102 456,791 -62,278 -12.00 101,905 -6.83 3.7175
2024-07-31 2024-06-30 13F Marsh & McLennan Companies COM 571748102 519,069 -172,322 -24.92 109,378 -23.20 3.8145
2024-05-09 2024-03-31 13F Marsh & McLennan Companies COM 571748102 691,391 -76,042 -9.91 142,413 -2.06 3.4965
2024-01-09 2023-12-31 13F MARSH & MCLENNAN COM 571748102 767,433 -331,889 -30.19 145,405 -30.50 3.3829
2023-10-24 2023-09-30 13F MARSH & MCLENNAN COM 571748102 1,099,322 -111,194 -9.19 209,201 -8.11 4.4558
2023-07-24 2023-06-30 13F MARSH & MCLENNAN COM 571748102 1,210,516 -51,850 -4.11 227,674 8.29 4.1293
2023-04-25 2023-03-31 13F MARSH & MCLENNAN COM 571748102 1,262,366 -14,889 -1.17 210,247 99,543.13 3.6328
2023-01-11 2022-12-31 13F MARSH & MCLENNAN COM 571748102 1,277,255 1,484 0.12 211 -99.89 3.5833
2022-10-07 2022-09-30 13F MARSH & MCLENNAN COM 571748102 1,275,771 48,375 3.94 190,460 -0.05 3.5807
2022-07-21 2022-06-30 13F MARSH & MCLENNAN COM 571748102 1,227,396 -59,548 -4.63 190,553 -13.12 3.5516
2022-04-27 2022-03-31 13F MARSH & MCLENNAN COM 571748102 1,286,944 -27,686 -2.11 219,321 -4.02 3.6107
2022-01-14 2021-12-31 13F MARSH & MCLENNAN COM 571748102 1,314,630 -96,683 -6.85 228,509 6.92 3.5937
2021-10-20 2021-09-30 13F MARSH & MCLENNAN COM 571748102 1,411,313 -449,631 -24.16 213,715 -18.37 3.4659
2021-07-20 2021-06-30 13F MARSH & MCLENNAN COM 571748102 1,860,944 7,111 0.38 261,798 15.94 4.0982
2021-04-20 2021-03-31 13F MARSH & MCLENNAN COM 571748102 1,853,833 -23,123 -1.23 225,797 2.82 3.6653
2021-01-27 2020-12-31 13F MARSH & MCLENNAN COM 571748102 1,876,956 125,486 7.16 219,604 9.31 3.8059
2020-11-02 2020-09-30 13F MARSH & MCLENNAN COM 571748102 1,751,470 18,197 1.05 200,894 7.95 4.1036
2020-07-28 2020-06-30 13F MARSH & MCLENNAN COM 571748102 1,733,273 -193,665 -10.05 186,102 11.70 4.0437
2020-04-27 2020-03-31 13F MARSH & MCLENNAN COM 571748102 1,926,938 -65,504 -3.29 166,603 -24.95 4.2746
2020-01-29 2019-12-31 13F MARSH & MCLENNAN COM 571748102 1,992,442 65,894 3.42 221,978 15.16 4.5546
2019-10-29 2019-09-30 13F MARSH & MCLENNAN COM 571748102 1,926,548 -97,358 -4.81 192,751 -4.52 4.5512
2019-08-08 2019-06-30 13F MARSH & MCLENNAN COM 571748102 2,023,906 -54,610 -2.63 201,885 3.44 4.7425
2019-04-26 2019-03-31 13F MARSH & MCLENNAN COM 571748102 2,078,516 43,215 2.12 195,173 20.24 4.4068
2019-02-04 2018-12-31 13F MARSH & MCLENNAN COM 571748102 2,035,301 80,484 4.12 162,315 0.38 4.1098
2018-10-29 2018-09-30 13F MARSH & MCLENNAN COM 571748102 1,954,817 -46,776 -2.34 161,702 -1.44 3.8335
2018-08-03 2018-06-30 13F MARSH & MCLENNAN COM 571748102 2,001,593 53,253 2.73 164,071 1.96 4.0404
2018-05-09 2018-03-31 13F MARSH & MCLENNAN COM 571748102 1,948,340 -71,299 -3.53 160,913 -2.11 4.2290
2018-01-30 2017-12-31 13F MARSH & MCLENNAN COM 571748102 2,019,639 -72,171 -3.45 164,378 -6.24 4.0670
2017-11-14 2017-09-30 13F MARSH & MCLENNAN COM 571748102 2,091,810 -154,876 -6.89 175,315 0.09 4.4955
2017-08-07 2017-06-30 13F MARSH & MCLENNAN COM 571748102 2,246,686 457,146 25.55 175,152 32.46 4.3776
2017-05-12 2017-03-31 13F MARSH & MCLENNAN COM 571748102 1,789,540 66,043 3.83 132,229 13.51 4.3077
2017-02-10 2016-12-31 13F MARSH & MCLENNAN COM 571748102 1,723,497 7,107 0.41 116,491 0.92 4.0645
2016-11-14 2016-09-30 13F MARSH & MCLENNAN COM 571748102 1,716,390 29,578 1.75 115,427 -0.05 4.1490
2016-08-05 2016-06-30 13F MARSH & MCLENNAN COM 571748102 1,686,812 146,116 9.48 115,479 23.30 4.1996
2016-05-11 2016-03-31 13F MARSH & MCLENNAN COM 571748102 1,540,696 58,270 3.93 93,659 13.94 3.8710
2016-02-10 2015-12-31 13F MARSH & MCLENNAN COM 571748102 1,482,426 24,340 1.67 82,201 7.96 3.6296
2015-11-10 2015-09-30 13F MARSH & MCLENNAN COM 571748102 1,458,086 195,889 15.52 76,141 6.39 3.6219
2015-07-29 2015-06-30 13F MARSH & MCLENNAN COM 571748102 1,262,197 -6,760 -0.53 71,567 0.55 3.7561
2015-05-12 2015-03-31 13F MARSH & MCLENNAN COM 571748102 1,268,957 119,351 10.38 71,176 8.17 3.6535
2015-02-11 2014-12-31 13F MARSH & MCLENNAN COM 571748102 1,149,606 68,967 6.38 65,803 16.34 3.7245
2014-10-29 2014-09-30 13F MARSH & MCLENNAN COM 571748102 1,080,639 47,097 4.56 56,561 5.61 3.6079
2014-07-28 2014-06-30 13F MARSH & MCLENNAN COM 571748102 1,033,542 42,267 4.26 53,558 9.59 3.6137
2014-04-22 2014-03-31 13F MARSH & MCLENNAN COM 571748102 991,275 85,553 9.45 48,870 11.57 3.6176
2014-01-30 2013-12-31 13F/A-1 MARSH & MCLENNAN COM 571748102 905,722 -10,080 -1.10 43,801 9.82 3.6983
2014-01-28 2013-12-31 13F MARSH & MCLENNAN COM 571748102 915,802 39,883
2013-10-21 2013-09-30 13F MARSH & MCLENNAN COM 571748102 915,802 42,486 4.86 39,883 14.40 3.6697
2013-07-31 2013-06-30 13F MARSH & MCLENNAN COM 571748102 873,316 873,316 34,863 3.4792
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.