LAWOOD & CO MMC — MARSH

Ownership history in LAWOOD & CO  ·  4 quarters on record

AI Ownership Summary

LAWOOD & CO reported MARSH (MMC) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.38% in 2025 Q4. The latest visible filing shows MMC at 0.22% 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.

What this MMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LAWOOD & CO's position in MARSH, 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 Q3

MMC was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 Q3

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 LAWOOD & CO held MMC — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 1,889 -300 -13.7% 0.22% $323K 2026-10-09 $173.66
2026 Q2 UNCHANGED — — — 2,189 — 0% 0.25% $365K 2026-07-13 $181.53
2026 Q1 UNCHANGED — — — 2,189 — 0% 0.35% $380K 2026-04-14 $172.85
2025 Q4 INITIATED — — — 2,189 — — 0.38% $406K 2026-02-05 $187.51

FAQ About LAWOOD & CO and MMC

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

How long has LAWOOD & CO reported owning MMC?

LAWOOD & CO reported MMC across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported MMC position in LAWOOD & CO's portfolio?

The largest reported portfolio weight for MMC was 0.38% in 2025 Q4.

What is the latest reported MMC position on this page?

The most recent filing on this page is 2026 Q3, when LAWOOD & CO reported 1,889 shares, equal to 0.22% of portfolio, with an estimated market value of $323K.

What does the chart on this MMC ownership page compare?

The chart compares LAWOOD & CO'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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