MMC β€” MARSH & MCLENNAN COMPANIES, IN

Ownership history in Douglas Lane & Associates, LLC  Β·  39 quarters on record

AI Ownership Summary

Douglas Lane & Associates, LLC reported MARSH & MCLENNAN COMPANIES, IN (MMC) in 39 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows MMC at 0.02% 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 Douglas Lane & Associates, LLC's position in MARSH & MCLENNAN COMPANIES, IN, 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 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 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 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.

MMC stock page Douglas Lane & Associates, LLC fund profile Douglas Lane & Associates, LLC full holdings
How Douglas Lane & Associates, LLC held MMC β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 6,360 -417 -6.2% 0.02% $1.3M 2025-10-10 β€”
2025 Q2 REDUCED 6,777 -29 -0.4% 0.02% $1.5M 2025-07-07 β€”
2025 Q1 REDUCED 6,806 -199 -2.8% 0.02% $1.7M 2025-04-09 β€”
2024 Q4 ADDED 7,005 +2,194 +45.6% 0.02% $1.5M 2025-01-08 β€”
2024 Q3 REDUCED 4,811 -22 -0.5% 0.01% $1.1M 2024-10-10 β€”
2024 Q2 REDUCED 4,833 -64 -1.3% 0.01% $1.0M 2024-07-08 β€”
2024 Q1 UNCHANGED 4,897 β€” 0% 0.01% $1.0M 2024-04-11 β€”
2023 Q4 REDUCED 4,897 -448 -8.4% 0.01% $928K 2024-01-17 β€”
31 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MMC

As of 2026 Q1 β€” sorted by position size

AVITY INVESTMENT MANAGEMENT INC. 3Y 7Y 2.6% SCHARF INVESTMENTS, LLC 3Y 7Y 2.4% Harrington Investments, INC 3Y 7Y 2.36% Ipswich Investment Management Co., Inc. 3Y 7Y 1.46% BNC WEALTH MANAGEMENT, LLC 3Y 1.05% Sarasin & Partners LLP 3Y 7Y 0.87% Exchange Bank 0.74% MITCHELL SINKLER & STARR/PA 3Y 7Y 0.71% TEALWOOD ASSET MANAGEMENT INC 3Y 7Y 0.7% WASHINGTON TRUST Co 3Y 7Y 0.62%

FAQ About Douglas Lane & Associates, 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 Douglas Lane & Associates, LLC reported owning MMC?

Douglas Lane & Associates, LLC reported MMC across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported MMC position in Douglas Lane & Associates, LLC's portfolio?

The largest reported portfolio weight for MMC was 0.02% in 2025 Q1.

What is the latest reported MMC position on this page?

The most recent filing on this page is 2025 Q3, when Douglas Lane & Associates, LLC reported 6,360 shares, equal to 0.02% of portfolio, with an estimated market value of $1.3M.

What does the chart on this MMC ownership page compare?

The chart compares Douglas Lane & Associates, 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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