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

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionFirst Horizon Advisors, Inc.
Latest Disclosed Ownership903 shares
Latest Disclosed Value $ 197,471
First Horizon Advisors, Inc. reports 26.29% increase in ownership of MMC / Marsh & McLennan Companies, Inc.

On August 6, 2025 - First Horizon Advisors, Inc. filed a 13F-HR form disclosing ownership of 903 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $197,432 USD as of June 30, 2025. The entity filed a previous 13F-HR on April 28, 2025 disclosing 715 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 26.29% during the quarter. The current value of the position is $164,978 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)
2025-08-06 2025-06-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COMMON STOCK 571748102 903 188 26.29 197 13.22 0.0051
2025-04-28 2025-03-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COMMON STOCK 571748102 715 119 19.97 175 38.10 0.0049
2025-02-03 2024-12-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COMMON STOCK 571748102 596 74 14.18 127 8.62 0.0035
2024-11-08 2024-09-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COMMON STOCK 571748102 522 -45 -7.94 117 -2.52 0.0032
2024-07-19 2024-06-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COMMON STOCK 571748102 567 71 14.31 120 16.67 0.0036
2024-04-26 2024-03-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COMMON STOCK 571748102 496 -19 -3.69 102 5.15 0.0032
2024-02-06 2023-12-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COMMON STOCK 571748102 515 62 13.69 98 12.79 0.0032
2023-10-27 2023-09-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COMMON STOCK 571748102 453 -9 -1.95 86 0.00 0.0031
2023-08-03 2023-06-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COMMON STOCK 571748102 462 16 3.59 87 16.22 0.0030
2023-05-15 2023-03-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COMMON STOCK 571748102 446 -136 -23.37 74 -22.92 0.0027
2023-02-10 2022-12-31 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COMMON STOCK 571748102 582 82 16.40 96 29.73 0.0036
2022-11-09 2022-09-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COMMON STOCK 571748102 500 104 26.26 74 23.33 0.0030
2022-08-02 2022-06-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COMMON STOCK 571748102 396 228 135.71 60 106.90 0.0021
2022-05-10 2022-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 168 -245 -59.32 29 -59.15 0.0012
2022-05-10 2022-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 500 86
2022-02-09 2021-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 413 -51 -10.99 71 2.90 0.0021
2021-11-15 2021-09-30 13F/A-1 MARSH & MCLENNAN COS COMMON STOCK 571748102 464 388 510.53 69 590.00 0.0023
2021-11-09 2021-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 483 407 72 0.0011
2021-08-09 2021-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 76 -140 -64.81 10 -61.54 0.0005
2021-05-11 2021-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 216 -35 -13.94 26 -10.34 0.0015
2021-02-11 2020-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 251 -89 -26.18 29 -23.68 0.0019
2020-11-12 2020-09-30 13F MARSH &MCLENNAN COMPANIES INC COM USD1.00 COMMON STOCK 571748102 340 96 39.34 38 46.15 0.0028
2020-07-31 2020-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 244 38 18.45 26 52.94 0.0020
2020-05-05 2020-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 206 66 47.14 17 6.25 0.0016
2020-01-07 2019-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 140 0 0.00 16 14.29 0.0012
2019-10-23 2019-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 140 0 0.00 14 0.00 0.0011
2019-08-05 2019-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 140 -74 -34.58 14 -30.00 0.0011
2019-04-26 2019-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 214 23 12.04 20 33.33 0.0016
2019-02-11 2018-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 191 -228 -54.42 15 -57.14 0.0013
2018-11-08 2018-09-30 13F/A-2 MARSH & MCLENNAN COS COMMON STOCK 571748102 419 266 173.86 35 191.67 0.0027
2018-11-05 2018-09-30 13F/A-1 MARSH & MCLENNAN COS COMMON STOCK 571748102 419 0 35 0.0020
2018-11-05 2018-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 38 -115 3 0.0003
2018-08-06 2018-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 153 115 302.63 12 300.00 0.0010
2018-05-02 2018-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 38 7 22.58 3 50.00 0.0003
2018-01-25 2017-12-31 13F MARSH0&0MCLENNAN0COS COMMON0STOCK 571748102 31 31 2 0.0002
2017-05-02 2017-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 0 -94 -100.00 0 -100.00
2017-02-13 2016-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 94 0 0.00 6 0.00 0.0008
2016-10-28 2016-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 94 66 235.71 6 500.00 0.0008
2016-07-29 2016-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 28 20 250.00 1 -75.00 0.0001
2014-02-07 2013-12-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 8 8 -92.52 0 -100.00 0.0000
2013-11-15 2013-09-30 13F MARSH & MCLENNAN COS Common Stock 571748102 0 -107 -100.00 0 -100.00
2014-02-25 2013-06-30 13F MARSH & MCLENNAN COS Common Stock 571748102 107 -49 -31.41 4 -33.33 0.0020
2014-02-25 2013-03-31 13F MARSH & MCLENNAN COS Common Stock 571748102 156 -242 -60.80 6 -57.14 0.0034
2014-02-25 2012-12-31 13F MARSH & MCLENNAN COS Common Stock 571748102 398 167 72.29 14 75.00 0.0100
2014-02-25 2012-09-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 231 -36 -13.48 8 -11.11 0.0064
2014-02-25 2012-06-30 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 267 120 81.63 9 80.00 0.0071
2014-02-25 2012-03-31 13F MARSH & MCLENNAN COS COMMON STOCK 571748102 147 147 5 0.0041
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.