MMC β€” MARSH & MCLENNAN COS INC

Ownership history in LOCKERMAN FINANCIAL GROUP, INC.  Β·  7 quarters on record

This page tracks every 13F SEC filing in which LOCKERMAN FINANCIAL GROUP, INC. 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.62% (2024 Q2)
πŸ“Š Avg. % of fund
0.55%
πŸ“… First filed
2024 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
7
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,735 +117 +7.2% 0.44% $350K β€”
2025 Q2 REDUCED 1,618 -58 -3.5% 0.48% $354K β€”
2025 Q1 REDUCED 1,676 -8 -0.5% 0.62% $409K β€”
2024 Q4 ADDED 1,684 +43 +2.6% 0.61% $358K β€”
2024 Q3 ADDED 1,641 +8 +0.5% 0.62% $366K β€”
2024 Q2 ADDED 1,633 +495 +43.5% 0.62% $344K β€”
2024 Q1 INITIATED 1,138 β€” β€” 0.45% $234K β€”

🏒 Other funds also holding MMC

As of 2025 Q4 β€” 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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