MMC MARSH & MCLENNAN COS INC

Ownership history in INCEPTIONR LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR 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
0.58% (2023 Q1)
Avg. % of fund
0.31%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 8,985 +11 +0.1% 0.46% $1.7M
2024 Q4 ADDED 8,974 +5,347 +147.4% 0.43% $1.9M
2024 Q3 ADDED 3,627 +1,716 +89.8% 0.20% $809K
2024 Q1 ADDED 1,911 +300 +18.6% 0.10% $394K
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% of Fund (quarterly)
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