MMC MARSH & MCLENNAN COS INC

Ownership history in NEW VERNON INVESTMENT MANAGEMENT LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which NEW VERNON INVESTMENT MANAGEMENT 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
6.22% (2025 Q4)
Avg. % of fund
3.55%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 34,442 +17,221 +100.0% 6.22% $6.4M $184.58
2025 Q3 UNCHANGED 17,221 0% 3.24% $3.5M $199.62
2025 Q2 UNCHANGED 17,221 0% 4.38% $3.8M $215.63
2025 Q1 ADDED 17,221 +9,908 +135.5% 5.62% $4.2M $239.87
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% of Fund (quarterly)    MMC price (monthly, adj. close)
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