MMC MARSH & MCLENNAN CO. COM

Ownership history in Coho Partners, Ltd.  ·  57 quarters on record

AI Ownership Summary

Coho Partners, Ltd. reported MARSH & MCLENNAN CO. COM (MMC) in 57 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 4.46% in 2023 Q3. The latest visible filing shows MMC at 2.97% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coho Partners, Ltd.'s position in MARSH & MCLENNAN CO. 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
2025 Q3

MMC was reported at 2.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.46% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q3

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 Coho Partners, Ltd. held MMC — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 114,928 -84,880 -42.5% 2.97% $23.2M 2025-11-14 (Est.)
2025 Q2 REDUCED 199,808 -74,033 -27.0% 3.25% $43.7M 2025-07-29
2025 Q1 REDUCED 273,841 -111,829 -29.0% 4.03% $66.8M 2025-04-22
2024 Q4 REDUCED 385,670 -71,121 -15.6% 3.77% $81.9M 2025-01-30
2024 Q3 REDUCED 456,791 -62,278 -12.0% 3.72% $101.9M 2024-10-22
2024 Q2 REDUCED 519,069 -172,322 -24.9% 3.81% $109.4M 2024-07-31
2024 Q1 REDUCED 691,391 -76,042 -9.9% 3.50% $142.4M 2024-05-09
2023 Q4 REDUCED 767,433 -331,889 -30.2% 3.38% $145.4M 2024-01-09
2023 Q3 REDUCED 1,099,322 -111,194 -9.2% 4.46% $209.2M 2023-10-24
48 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Coho Partners, Ltd. and MMC

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

How long has Coho Partners, Ltd. reported owning MMC?

Coho Partners, Ltd. reported MMC across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported MMC position in Coho Partners, Ltd.'s portfolio?

The largest reported portfolio weight for MMC was 4.46% in 2023 Q3.

What is the latest reported MMC position on this page?

The most recent filing on this page is 2025 Q3, when Coho Partners, Ltd. reported 114,928 shares, equal to 2.97% of portfolio, with an estimated market value of $23.2M.

What does the chart on this MMC ownership page compare?

The chart compares Coho Partners, Ltd.'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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