Ownership history in Ballast, Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which Ballast, Inc. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 1,230 | — | 0% | 0.06% | $248K | — |
| 2025 Q1 | UNCHANGED | 1,230 | — | 0% | 0.08% | $300K | — |
| 2024 Q4 | REDUCED | 1,230 | -1 | -0.1% | 0.07% | $261K | — |
| 2024 Q3 | REDUCED | 1,231 | -25 | -2.0% | 0.08% | $275K | — |
As of 2025 Q4 — sorted by position size