MMC MARSH & McLENNAN COS INC COM

Ownership history in HALL LAURIE J TRUSTEE  ·  45 quarters on record

AI Ownership Summary

HALL LAURIE J TRUSTEE reported MARSH & McLENNAN COS INC COM (MMC) in 45 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2025 Q1. The latest visible filing shows MMC at 0.10% 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 HALL LAURIE J TRUSTEE's position in MARSH & McLENNAN COS INC 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
2026 Q1

MMC was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% 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 2026 Q1

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 HALL LAURIE J TRUSTEE held MMC — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,610 0% 0.10% $279K 2026-04-06
2025 Q4 UNCHANGED 1,610 0% 0.10% $299K 2026-01-20
2025 Q3 UNCHANGED 1,610 0% 0.11% $324K 2025-10-14
2025 Q2 UNCHANGED 1,610 0% 0.12% $352K 2025-07-15
2025 Q1 REDUCED 1,610 -250 -13.4% 0.14% $393K 2025-05-15
2024 Q4 UNCHANGED 1,860 0% 0.13% $395 2025-01-16
2024 Q3 UNCHANGED 1,860 0% 0.13% $415 2024-10-08
2024 Q2 UNCHANGED 1,860 0% 0.14% $392 2024-07-22
2024 Q1 UNCHANGED 1,860 0% 0.13% $383 2024-04-23
2023 Q4 UNCHANGED 1,860 0% 0.13% $352 2024-01-11
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HALL LAURIE J TRUSTEE and MMC

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

How long has HALL LAURIE J TRUSTEE reported owning MMC?

HALL LAURIE J TRUSTEE reported MMC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MMC position in HALL LAURIE J TRUSTEE's portfolio?

The largest reported portfolio weight for MMC was 0.14% in 2025 Q1.

What is the latest reported MMC position on this page?

The most recent filing on this page is 2026 Q1, when HALL LAURIE J TRUSTEE reported 1,610 shares, equal to 0.10% of portfolio, with an estimated market value of $279K.

What does the chart on this MMC ownership page compare?

The chart compares HALL LAURIE J TRUSTEE'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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