MMC — MARSH & MCLENNAN COS INC

Ownership history in IAM Advisory, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which IAM Advisory, LLC reported a position in MARSH & MCLENNAN COS INC (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
0.52% (2025 Q1)
Avg. % of fund
0.45%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 8,834 +233 +2.7% 0.40% $1.8M —
2025 Q2 ADDED 8,601 +372 +4.5% 0.45% $1.9M —
2025 Q1 REDUCED 8,229 -13 -0.2% 0.52% $2.0M —
2024 Q4 ADDED 8,242 +174 +2.2% 0.44% $1.8M —
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)

Other funds also holding MMC

As of 2025 Q4 — sorted by position size

Navera Investment Management Ltd. 3Y 6.87% NEW VERNON INVESTMENT MANAGEMENT LLC 3Y 7Y 6.22% Cryder Capital Partners LLP 3Y 7Y 5.24% CINCINNATI INDEMNITY CO 3Y 7Y 4.93% AKO CAPITAL LLP 3Y 7Y 4.19% Mawer Investment Management Ltd. 3Y 7Y 4.06% Waverton Investment Management Ltd 3Y 7Y 4.05% Longview Partners (Guernsey) LTD 3Y 7Y 3.91% London & Capital Asset Management Ltd 3Y 7Y 3.65% Walter Public Investments Inc. 3Y 3.51%
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