LGT CAPITAL PARTNERS LTD. MMC — MARSH & MCLENNAN COS INC

Ownership history in LGT CAPITAL PARTNERS LTD.  ·  8 quarters on record

AI Ownership Summary

LGT CAPITAL PARTNERS LTD. reported MARSH & MCLENNAN COS INC (MMC) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.74% in 2025 Q3. The latest visible filing shows MMC at 1.59% 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 LGT CAPITAL PARTNERS LTD.'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
2025 Q4

MMC was reported at 1.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.74% in 2025 Q3

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 2025 Q4

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 LGT CAPITAL PARTNERS LTD. fund profile LGT CAPITAL PARTNERS LTD. full holdings
How LGT CAPITAL PARTNERS LTD. held MMC — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 173,231 -4,500 -2.5% 1.59% $32.1M 2026-02-14 (Est.) $174.06
2025 Q3 ADDED — — — 177,731 +14,769 +9.1% 1.74% $35.8M 2025-11-10 $178.12
2025 Q2 ADDED — — — 162,962 +8,762 +5.7% 1.58% $35.6M 2025-08-08 $203.67
2025 Q1 REDUCED — — — 154,200 -10,980 -6.6% 1.67% $37.6M 2025-05-09 $226.85
2024 Q4 REDUCED — — — 165,180 -4,000 -2.4% 1.34% $35.1M 2025-02-07 $227.40
2024 Q3 ADDED — — — 169,180 +5,900 +3.6% 1.31% $37.7M 2024-11-08 $225.36
2024 Q2 ADDED — — — 163,280 +65,480 +67.0% 1.17% $34.4M 2024-07-12 $218.35
2024 Q1 INITIATED — — — 97,800 — — 0.63% $20.1M 2024-05-13 $205.55

🏢 Other funds also holding MMC

As of 2026 Q1 — sorted by position size

NIPPON LIFE INSURANCE CO 3Y 7Y 4.46% AVITY INVESTMENT MANAGEMENT INC. 3Y 7Y 2.6% Ninety One North America, Inc. 3Y 7Y 2.42% SCHARF INVESTMENTS, LLC 3Y 7Y 2.4% Harrington Investments, INC 3Y 7Y 2.36% BENNETT SELBY INVESTMENTS LP 3Y 2.33% PICTET BANK & TRUST Ltd 3Y 7Y 2.06% Aurdan Capital Management, LLC 1.71% Franklin, Parlapiano, Turner & Welch, LLC 3Y 7Y 1.65% Ninety One UK Ltd 3Y 7Y 1.62%

FAQ About LGT CAPITAL PARTNERS LTD. and MMC

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

How long has LGT CAPITAL PARTNERS LTD. reported owning MMC?

LGT CAPITAL PARTNERS LTD. reported MMC across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported MMC position in LGT CAPITAL PARTNERS LTD.'s portfolio?

The largest reported portfolio weight for MMC was 1.74% in 2025 Q3.

What is the latest reported MMC position on this page?

The most recent filing on this page is 2025 Q4, when LGT CAPITAL PARTNERS LTD. reported 173,231 shares, equal to 1.59% of portfolio, with an estimated market value of $32.1M.

What does the chart on this MMC ownership page compare?

The chart compares LGT CAPITAL PARTNERS LTD.'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 LGT CAPITAL PARTNERS LTD. time their MMC position?

Based on 13F filing dates vs. subsequent MMC price moves, LGT CAPITAL PARTNERS LTD. correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on MMC relative to SPY over the holding period was -26.3%.

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