MMC MARSH & MCLENNAN

Ownership history in Dempze Nancy E  ·  17 quarters on record

This page tracks every 13F SEC filing in which Dempze Nancy E reported a position in MARSH & MCLENNAN (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
0.22% (2022 Q4)
Avg. % of fund
0.19%
First filed
2021 Q3
Last filed
2025 Q3
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,210 0% 0.13% $244K
2025 Q2 UNCHANGED 1,210 0% 0.15% $265K
2025 Q1 REDUCED 1,210 -100 -7.6% 0.18% $295K
2024 Q4 REDUCED 1,310 -20 -1.5% 0.16% $278K
2024 Q3 REDUCED 1,330 -70 -5.0% 0.17% $297K
2024 Q2 ADDED 1,400 +150 +12.0% 0.20% $295K
2024 Q1 UNCHANGED 1,250 0% 0.20% $257K
2023 Q4 UNCHANGED 1,250 0% 0.20% $237K
2023 Q3 REDUCED 1,250 -105 -7.7% 0.21% $238K
2023 Q2 UNCHANGED 1,355 0% 0.22% $255K
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% of Fund (quarterly)
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