MRSH
Marsh & McLennan Companies, Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $214 | $161 | -24% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $215 | $161 | -25% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $215 | $161 | -25% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $215 | $161 | -25% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $215 | $161 | -25% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $215 | $161 | -25% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates 10× in & out | Q4 2025 | Q2 2026 | → $161 | -12% |
| Point72 Asset Management 3× in & out | Q1 2026 | Q2 2026 | → $161 | -8% |
| Viking Global Investors 8× in & out | Q1 2024 | Q2 2024 | → $200 | +5% |
| Maverick Capital 2× in & out | Q2 2023 | Q1 2024 | → $191 | +10% |
| Berkshire Hathaway | Q1 2021 | Q3 2023 | → $184 | +74% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at MARSH & MCLENNAN COMPANIES, INC.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 3, 2026 — the most recent Form 4 on file — not from today.
- Form 40000062709-26-000164Jun 3, 2026
- Form 40000062709-26-000162Jun 3, 2026
- Form 40000062709-26-000161Jun 3, 2026
- Form 40000062709-26-000160Jun 3, 2026
- Form 40000062709-26-000159Jun 3, 2026
- Form 40000062709-26-000158Jun 3, 2026
- Form 40000062709-26-000157Jun 3, 2026
- Form 40000062709-26-000156Jun 3, 2026
- Form 40000062709-26-000155Jun 3, 2026
- Form 40000062709-26-000153Jun 3, 2026
- Form 40000062709-26-000152Jun 3, 2026
- Form 40000062709-26-000151Jun 3, 2026
- Form 40000062709-26-000150Jun 3, 2026
- Form 40000062709-26-000124May 18, 2026
- Form 40000062709-26-000123May 18, 2026
Fundamentals
XBRL · Marsh & McLennan Companies, Inc.Annual figures sourced directly from Marsh & McLennan Companies, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for MARSH & MCLENNAN COMPANIES, INC. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 4, 2026
- 8-KMaterial eventMay 22, 2026
- 10-QQuarterly reportApr 16, 2026
- 8-KMaterial eventApr 16, 2026
- 8-KFORM 8-KApr 14, 2026
- DEF 14AProxy statementMar 31, 2026
- 8-KMaterial eventMar 10, 2026
- 8-KMaterial eventFeb 25, 2026
- 8-KMaterial eventFeb 19, 2026
- 10-KAnnual reportFeb 9, 2026
- 8-KMaterial eventJan 29, 2026
- 8-KMaterial eventJan 14, 2026
- 10-QQuarterly reportOct 16, 2025
- 8-KMaterial eventOct 16, 2025
- 10-QQuarterly reportJul 17, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q1 2026 | Q2 2026 | $175 | $161 | -8% |
| Bridgewater Associates | Q4 2025 | Q2 2026 | $182 | $161 | -12% |
| Point72 Asset Management | Q3 2025 | Q4 2025 | $204 | $181 | -11% |
| Point72 Asset Management | Q4 2024 | Q1 2025 | $216 | $224 | +4% |
| Bridgewater Associates | Q3 2024 | Q1 2025 | $215 | $226 | +5% |
| Citadel Advisors | Q3 2024 | open | $215 | $166 | -23% |
| Two Sigma Investments | Q3 2024 | open | $215 | $166 | -23% |
| D.E. Shaw | Q3 2024 | open | $215 | $166 | -23% |
| AQR Capital Management | Q3 2024 | open | $215 | $166 | -23% |
| Millennium Management | Q3 2024 | open | $215 | $166 | -23% |
| Renaissance Technologies | Q3 2024 | open | $214 | $166 | -22% |
| Viking Global Investors | Q1 2024 | Q2 2024 | $191 | $200 | +5% |
| Bridgewater Associates | Q4 2023 | Q2 2024 | $192 | $198 | +3% |
| Viking Global Investors | Q2 2023 | Q3 2023 | $173 | $184 | +6% |
| Maverick Capital | Q2 2023 | Q1 2024 | $173 | $191 | +10% |
| Bridgewater Associates | Q4 2022 | Q2 2023 | $159 | $173 | +8% |
| Bridgewater Associates | Q3 2021 | Q3 2022 | $141 | $161 | +14% |
| Berkshire Hathaway | Q1 2021 | Q3 2023 | $106 | $184 | +74% |
| Viking Global Investors | Q1 2021 | Q1 2023 | $106 | $159 | +50% |
| Maverick Capital | Q1 2021 | Q2 2021 | $106 | $125 | +18% |
| Bridgewater Associates | Q2 2020 | Q3 2020 | $97 | $107 | +10% |
| Viking Global Investors | Q1 2018 | Q2 2018 | $72 | $71 | -1% |
| Bridgewater Associates | Q1 2018 | Q2 2018 | $71 | $71 | -0% |
| Viking Global Investors | Q3 2017 | Q4 2017 | $67 | $73 | +8% |
| Viking Global Investors | Q1 2017 | Q2 2017 | $62 | $64 | +3% |
| Viking Global Investors | Q1 2016 | Q4 2016 | $48 | $58 | +22% |
| Bridgewater Associates | Q3 2015 | Q4 2017 | $48 | $72 | +50% |
| Viking Global Investors | Q4 2014 | Q1 2015 | $46 | $46 | +2% |
| Bridgewater Associates | Q4 2014 | Q2 2015 | $46 | $48 | +5% |
| Bridgewater Associates | Q2 2014 | Q3 2014 | $40 | $42 | +6% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.