MMC β€” MARSH & MCLENNAN COS INC COM

Ownership history in Aspect Partners, LLC  Β·  10 quarters on record

AI Ownership Summary

Aspect Partners, LLC reported MARSH & MCLENNAN COS INC COM (MMC) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows MMC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aspect Partners, LLC's position in MARSH & MCLENNAN COS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MMC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aspect Partners, LLC held MMC β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 76 β€” 0% 0.01% $13K 2026-05-15 (Est.) β€”
2025 Q4 ADDED 76 +5 +7.0% 0.01% $14K 2026-01-23 β€”
2025 Q3 ADDED 71 +1 +1.4% 0.01% $14K 2025-11-06 β€”
2025 Q2 ADDED 70 +7 +11.1% 0.01% $15K 2025-08-06 β€”
2025 Q1 REDUCED 63 -5 -7.4% 0.01% $15K 2025-04-24 β€”
2024 Q4 REDUCED 68 -2 -2.9% 0.01% $14K 2025-02-03 β€”
2024 Q3 UNCHANGED 70 β€” 0% 0.01% $16K 2024-10-15 β€”
2024 Q2 ADDED 70 +5 +7.7% 0.01% $15K 2024-07-15 β€”
2024 Q1 ADDED 65 +1 +1.6% 0.01% $13K 2024-05-17 β€”
2023 Q4 INITIATED 64 β€” β€” 0.01% $12K 2024-02-16 β€”

🏒 Other funds also holding MMC

As of 2026 Q1 β€” sorted by position size

NEVILLE RODIE & SHAW INC 3Y 7Y 0.07% Ares Financial Consulting, LLC 0.05% NorthAvenue LLC 0.0%

FAQ About Aspect Partners, LLC and MMC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aspect Partners, LLC reported owning MMC?

Aspect Partners, LLC reported MMC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MMC position in Aspect Partners, LLC's portfolio?

The largest reported portfolio weight for MMC was 0.01% in 2024 Q1.

What is the latest reported MMC position on this page?

The most recent filing on this page is 2026 Q1, when Aspect Partners, LLC reported 76 shares, equal to 0.01% of portfolio, with an estimated market value of $13K.

What does the chart on this MMC ownership page compare?

The chart compares Aspect Partners, LLC's quarterly MMC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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