MMC β€” MARSH & MCLENNAN COS Common

Ownership history in Obermeyer Wealth Partners  Β·  27 quarters on record

This page tracks every 13F SEC filing in which Obermeyer Wealth Partners reported a position in MARSH & MCLENNAN COS Common (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
0.03% (2016 Q1)
πŸ“Š Avg. % of fund
0.02%
πŸ“… First filed
2009 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
27
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,059 β€” 0% 0.01% $213K β€”
2025 Q2 ADDED 1,059 +35 +3.4% 0.01% $232K β€”
2025 Q1 REDUCED 1,024 -22 -2.1% 0.01% $250K β€”
2024 Q4 ADDED 1,046 +22 +2.1% 0.01% $222K β€”
2024 Q3 UNCHANGED 1,024 β€” 0% 0.01% $228K β€”
2024 Q2 UNCHANGED 1,024 β€” 0% 0.01% $216K β€”
2024 Q1 REDUCED 1,024 -266 -20.6% 0.01% $211K β€”
2023 Q2 UNCHANGED 1,290 β€” 0% 0.02% $243K β€”
2023 Q1 UNCHANGED 1,290 β€” 0% 0.02% $215K β€”
2022 Q4 UNCHANGED 1,290 β€” 0% 0.02% $213K β€”
17 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 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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