MMC MARSH & MCLENNAN COS INC

Ownership history in Advisory Alpha, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Advisory Alpha, LLC reported a position in MARSH & MCLENNAN COS INC (MMC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2018 Q4)
Avg. % of fund
0.05%
First filed
2018 Q4
Last filed
2025 Q3
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,066 +7 +0.7% 0.01% $213K
2025 Q2 ADDED 1,059 +16 +1.5% 0.01% $232K
2024 Q4 ADDED 1,043 +59 +6.0% 0.01% $222K
2024 Q3 REDUCED 984 -6 -0.6% 0.01% $220K
2024 Q2 REDUCED 990 -1,011 -50.5% 0.01% $209K
2021 Q3 UNCHANGED 2,001 0% 0.02% $303K
2021 Q2 REDUCED 2,001 -573 -22.3% 0.02% $282K
2021 Q1 REDUCED 2,574 -150 -5.5% 0.05% $314K
2020 Q4 ADDED 2,724 +20 +0.7% 0.07% $319K
2020 Q3 UNCHANGED 2,704 0% 0.02% $573K
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% of Fund (quarterly)
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