Marsh & McLennan Companies, Inc.
US ˙ NYSE ˙ US5717481023
BU SEMBOL ARTIK AKTİF DEĞİL

SecurityMMC / Marsh & McLennan Companies, Inc.
InstitutionZions Bancorporation, N.A.
Latest Disclosed Ownership30,008 shares
Latest Disclosed Value $ 6,373,999
Zions Bancorporation, N.A. reports 26.89% increase in ownership of MMC / Marsh & McLennan Companies, Inc.

On February 11, 2025 - Zions Bancorporation, N.A. filed a 13F-HR form disclosing ownership of 30,008 shares of Marsh & McLennan Companies, Inc. (US:MMC) valued at $6,373,999 USD as of December 31, 2024. The entity filed a previous 13F-HR on November 6, 2024 disclosing 23,648 shares of Marsh & McLennan Companies, Inc.. This represents a change in shares of 26.89% during the quarter. The current value of the position is $5,482,462 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)
2025-02-11 2024-12-31 13F Marsh & McLennan Cos Com 571748102 30,008 6,360 26.89 6,374 20.82 0.3333
2024-11-06 2024-09-30 13F Marsh & McLennan Cos Com 571748102 23,648 2,946 14.23 5,276 20.93 0.3844
2024-08-08 2024-06-30 13F Marsh & McLennan Cos Com 571748102 20,702 -4,524 -17.93 4,362 -16.05 0.3493
2024-05-14 2024-03-31 13F Marsh & McLennan Cos Com 571748102 25,226 -2,615 -9.39 5,196 -1.50 0.3826
2024-02-12 2023-12-31 13F Marsh & McLennan Cos Com 571748102 27,841 868 3.22 5,275 2.79 0.3628
2023-11-07 2023-09-30 13F Marsh & McLennan Cos Com 571748102 26,973 -364 -1.33 5,133 -0.18 0.4501
2023-07-28 2023-06-30 13F Marsh & McLennan Cos Com 571748102 27,337 -2,084 -7.08 5,142 4.92 0.4345
2023-05-10 2023-03-31 13F Marsh & McLennan Cos Com 571748102 29,421 8,696 41.96 4,900 42.90 0.4215
2023-02-10 2022-12-31 13F Marsh & McLennan Cos Com 571748102 20,725 10,856 110.00 3,430 132.79 0.2710
2022-11-08 2022-09-30 13F Marsh & McLennan Cos Com 571748102 9,869 125 1.28 1,473 -2.64 0.1543
2022-08-05 2022-06-30 13F Marsh & McLennan Cos Com 571748102 9,744 -25 -0.26 1,513 -9.13 0.1515
2022-05-13 2022-03-31 13F Marsh & McLennan Cos Com 571748102 9,769 1,025 11.72 1,665 9.54 0.1492
2022-02-11 2021-12-31 13F Marsh & McLennan Cos Com 571748102 8,744 685 8.50 1,520 24.59 0.1343
2021-11-10 2021-09-30 13F Marsh & McLennan Cos Com 571748102 8,059 453 5.96 1,220 14.02 0.1247
2021-08-11 2021-06-30 13F Marsh & McLennan Cos Com 571748102 7,606 2,031 36.43 1,070 57.58 0.1068
2021-05-13 2021-03-31 13F Marsh & McLennan Cos Com 571748102 5,575 3,728 201.84 679 214.35 0.0766
2021-02-12 2020-12-31 13F Marsh & McLennan Cos Com 571748102 1,847 1,520 464.83 216 468.42 0.0272
2020-11-13 2020-09-30 13F Marsh & McLennan Cos Com 571748102 327 -5 -1.51 38 5.56 0.0054
2020-08-13 2020-06-30 13F Marsh & McLennan Cos Com 571748102 332 31 10.30 36 38.46 0.0052
2020-05-15 2020-03-31 13F Marsh & McLennan Cos Com 571748102 301 -84 -21.82 26 -39.53 0.0046
2020-02-14 2019-12-31 13F Marsh & McLennan Cos Com 571748102 385 -42 -9.84 43 0.00 0.0061
2019-11-13 2019-09-30 13F Marsh & McLennan Cos Com 571748102 427 28 7.02 43 7.50 0.0062
2019-07-09 2019-06-30 13F Marsh & McLennan Cos Com 571748102 399 -52 -11.53 40 -4.76 0.0059
2019-05-10 2019-03-31 13F Marsh & McLennan Cos Com 571748102 451 451 42 0.0068
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.