NIXON PEABODY TRUST CO MMC Marsh & McLennan Cos Inc

Ownership history in NIXON PEABODY TRUST CO  ·  10 quarters on record

AI Ownership Summary

NIXON PEABODY TRUST CO reported Marsh & McLennan Cos Inc (MMC) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.53% in 2025 Q1. The latest visible filing shows MMC at 0.97% 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 NIXON PEABODY TRUST CO'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 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.53% in 2025 Q1

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.

How NIXON PEABODY TRUST CO 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 ADDED 70,024 +44,249 +171.7% 0.97% $12.1M 2026-04-27 $170.15
2025 Q4 REDUCED 25,775 -46,609 -64.4% 0.36% $4.8M 2026-02-06 $185.03
2025 Q3 REDUCED 72,384 -787 -1.1% 1.07% $14.6M 2025-10-17 $189.59
2025 Q2 REDUCED 73,171 -873 -1.2% 1.24% $16.0M 2025-08-08 $203.67
2025 Q1 REDUCED 74,044 -204 -0.3% 1.53% $18.1M 2025-04-10 $228.77
2024 Q4 ADDED 74,248 +287 +0.4% 1.30% $15.8M 2025-02-05 $225.51
2024 Q3 ADDED 73,961 +69 +0.1% 1.37% $16.5M 2024-11-07 $223.18
2024 Q2 REDUCED 73,892 -3,343 -4.3% 1.38% $15.6M 2024-07-26 $217.97
2024 Q1 ADDED 77,235 +5,052 +7.0% 1.46% $15.9M 2024-05-07 $203.71
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About NIXON PEABODY TRUST 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 NIXON PEABODY TRUST CO reported owning MMC?

NIXON PEABODY TRUST CO reported MMC across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported MMC position in NIXON PEABODY TRUST CO's portfolio?

The largest reported portfolio weight for MMC was 1.53% in 2025 Q1.

What is the latest reported MMC position on this page?

The most recent filing on this page is 2026 Q1, when NIXON PEABODY TRUST CO reported 70,024 shares, equal to 0.97% of portfolio, with an estimated market value of $12.1M.

What does the chart on this MMC ownership page compare?

The chart compares NIXON PEABODY TRUST 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.

How well did NIXON PEABODY TRUST CO time their MMC position?

Based on 13F filing dates vs. subsequent MMC price moves, NIXON PEABODY TRUST CO correctly timed 8 out of 9 reported position changes (89%). The annualised alpha on MMC relative to SPY over the holding period was -21.4%.

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