마쉬 앤 맥레넌 컴퍼니즈, Inc.
DE ˙ DB ˙ US5717481023
€138.20 ↑2.50 (1.84%)
2026-06-04
주가
SecurityDE:MSN / Marsh & McLennan Companies, Inc.
InstitutionIntegrated Wealth Concepts LLC
Latest Disclosed Ownership17,387 shares
Latest Disclosed Value $ 3,015,755
Integrated Wealth Concepts LLC reports 396.35% increase in ownership of MSN / Marsh & McLennan Companies, Inc.

On May 15, 2026 - Integrated Wealth Concepts LLC filed a 13F-HR form disclosing ownership of 17,387 shares of Marsh & McLennan Companies, Inc. (DE:MSN) valued at $2,601,965 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,503 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 396.35% during the quarter. The current value of the position is $2,402,883 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)
2026-05-15 2026-03-31 13F MARSH Common Stock 571748102 17,387 13,884 396.35 3,016 364.56 0.0241
2026-02-13 2025-12-31 13F MARSH & MCLENNAN Common Stock 571748102 3,503 -645 -15.55 650 -22.28 0.0077
2025-11-14 2025-09-30 13F MARSH & MCLENNAN Common Stock 571748102 4,148 968 30.44 836 20.14 0.0075
2025-08-14 2025-06-30 13F MARSH & MCLENNAN Common Stock 571748102 3,180 -1,163 -26.78 695 -34.37 0.0070
2025-05-15 2025-03-31 13F MARSH & MCLENNAN Common Stock 571748102 4,343 -599 -12.12 1,060 0.95 0.0124
2025-02-14 2024-12-31 13F MARSH & MCLENNAN Common Stock 571748102 4,942 453 10.09 1,050 4.80 0.0122
2024-11-14 2024-09-30 13F MARSH & MCLENNAN Common Stock 571748102 4,489 126 2.89 1,002 8.92 0.0122
2024-08-14 2024-06-30 13F MARSH & MCLENNAN Common Stock 571748102 4,363 689 18.75 919 21.40 0.0126
2024-05-15 2024-03-31 13F MARSH & MCLENNAN Common Stock 571748102 3,674 589 19.09 757 29.62 0.0110
2024-02-13 2023-12-31 13F MARSH & MCLENNAN Common Stock 571748102 3,085 -105 -3.29 585 -3.79 0.0096
2023-11-15 2023-09-30 13F MARSH & MCLENNAN Common Stock 571748102 3,190 21 0.66 607 2.02 0.0107
2023-08-15 2023-06-30 13F MARSH & MCLENNAN Common Stock 571748102 3,169 1,178 59.17 596 0.0102
2023-05-03 2023-03-31 13F MARSH & MCLENNAN Common Stock 571748102 1,991 157 8.56 0 0.0068
2023-02-13 2022-12-31 13F MARSH & MCLENNAN Common Stock 571748102 1,834 18 0.99 0 -100.00 0.0082
2022-11-14 2022-09-30 13F MARSH & MCLENNAN Common Stock 571748102 1,816 -45 -2.42 271 -6.23 0.0087
2022-08-08 2022-06-30 13F MARSH & MCLENNAN Common Stock 571748102 1,861 144 8.39 289 -1.37 0.0090
2022-05-12 2022-03-31 13F MARSH & MCLENNAN Common Stock 571748102 1,717 0 0.00 293 -1.68 0.0090
2022-02-15 2021-12-31 13F MARSH & MCLENNAN Common Stock 571748102 1,717 -34 -1.94 298 12.45 0.0089
2021-11-15 2021-09-30 13F MARSH & MCLENNAN Common Stock 571748102 1,751 1,751 265 0.0086
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.