Lafayette Investments, Inc. MMC — MARSH & MCLENNAN COS INC

Ownership history in Lafayette Investments, Inc.  ·  82 quarters on record

AI Ownership Summary

Lafayette Investments, Inc. reported MARSH & MCLENNAN COS INC (MMC) in 82 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.06% in 2024 Q2. The latest visible filing shows MMC at 0.68% 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 Lafayette Investments, Inc.'s position in MARSH & MCLENNAN COS INC, 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 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 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.

MMC stock page Lafayette Investments, Inc. fund profile Lafayette Investments, Inc. full holdings
How Lafayette Investments, Inc. held MMC — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 19,247 -100 -0.5% 0.68% $3.3M 2026-04-27 $170.15
2025 Q4 REDUCED — — — 19,347 -129 -0.7% 0.68% $3.6M 2026-02-04 $189.75
2025 Q3 REDUCED — — — 19,476 -148 -0.8% 0.75% $3.9M 2025-11-06 $176.58
2025 Q2 REDUCED — — — 19,624 -164 -0.8% 0.87% $4.3M 2025-07-30 $200.56
2025 Q1 REDUCED — — — 19,788 -135 -0.7% 1.02% $4.8M 2025-04-24 $218.96
2024 Q4 REDUCED — — — 19,923 -160 -0.8% 0.91% $4.2M 2025-02-13 $231.10
2024 Q3 REDUCED — — — 20,083 -1,950 -8.9% 0.94% $4.5M 2024-10-22 $221.84
2024 Q2 REDUCED — — — 22,033 -40 -0.2% 1.06% $4.6M 2024-07-31 $222.57
2024 Q1 REDUCED — — — 22,073 -50 -0.2% 1.02% $4.5M 2024-05-09 $204.84
73 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MMC

As of 2026 Q2 — sorted by position size

NIPPON LIFE INSURANCE CO 3Y 7Y 3.62% Ninety One North America, Inc. 3Y 7Y 2.33% MCRAE CAPITAL MANAGEMENT INC 3Y 7Y 2.25% AVITY INVESTMENT MANAGEMENT INC. 3Y 7Y 2.24% SCHARF INVESTMENTS, LLC 3Y 7Y 1.9% Franklin, Parlapiano, Turner & Welch, LLC 3Y 7Y 1.56% Ninety One UK Ltd 3Y 7Y 1.48% Palouse Capital Management, Inc. 3Y 7Y 1.42% BONNESS ENTERPRISES INC 3Y 7Y 1.36% Aurdan Capital Management, LLC 1.32%

FAQ About Lafayette Investments, Inc. and MMC

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

How long has Lafayette Investments, Inc. reported owning MMC?

Lafayette Investments, Inc. reported MMC across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported MMC position in Lafayette Investments, Inc.'s portfolio?

The largest reported portfolio weight for MMC was 1.06% in 2024 Q2.

What is the latest reported MMC position on this page?

The most recent filing on this page is 2026 Q1, when Lafayette Investments, Inc. reported 19,247 shares, equal to 0.68% of portfolio, with an estimated market value of $3.3M.

What does the chart on this MMC ownership page compare?

The chart compares Lafayette Investments, Inc.'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.

How well did Lafayette Investments, Inc. time their MMC position?

Based on 13F filing dates vs. subsequent MMC price moves, Lafayette Investments, Inc. correctly timed 16 out of 50 reported position changes (32%). The annualised alpha on MMC relative to SPY over the holding period was +34.7%.

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