MMC MARSH & MCLENNAN CO INC CMN

Ownership history in FORA Capital, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in MARSH & MCLENNAN CO INC CMN (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
0.91% (2024 Q2)
Avg. % of fund
0.34%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 11,447 +9,693 +552.6% 0.41% $2.3M
2025 Q2 REDUCED 1,754 -3,173 -64.4% 0.04% $383K
2025 Q1 ADDED 4,927 +3,899 +379.3% 0.12% $1.2M
2024 Q4 REDUCED 1,028 -25,906 -96.2% 0.02% $218K
2024 Q3 REDUCED 26,934 -8,489 -24.0% 0.71% $6.0M
2024 Q2 ADDED 35,423 +6,287 +21.6% 0.91% $7.5M
2024 Q1 REDUCED 29,136 -5,017 -14.7% 0.49% $6.0M
2023 Q4 ADDED 34,153 +27,797 +437.3% 0.56% $6.5M
2022 Q4 REDUCED 6,356 -7,984 -55.7% 0.17% $1.1M
2022 Q3 ADDED 14,340 +4,714 +49.0% 0.41% $2.1M
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% of Fund (quarterly)
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