MMC β€” MARSH & MCLENNAN COS INC COM

Ownership history in Parisi Gray Wealth Management  Β·  12 quarters on record

AI Ownership Summary

Parisi Gray Wealth Management reported MARSH & MCLENNAN COS INC COM (MMC) in 12 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.31% in 2025 Q1. The latest visible filing shows MMC at 0.16% 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 Parisi Gray Wealth Management's position in MARSH & MCLENNAN COS INC COM, 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 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% 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
2025 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.

MMC stock page Parisi Gray Wealth Management fund profile Parisi Gray Wealth Management full holdings
How Parisi Gray Wealth Management held MMC β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 3,882 β€” 0% 0.16% $673K 2026-04-08 β€”
2025 Q4 UNCHANGED 3,882 β€” 0% 0.16% $720K 2026-01-07 β€”
2025 Q3 UNCHANGED 3,882 β€” 0% 0.20% $782K 2025-10-17 β€”
2025 Q2 ADDED 3,882 +1 +0.0% 0.24% $849K 2025-07-08 β€”
2025 Q1 ADDED 3,881 +3,826 +6956.4% 0.31% $947K 2025-04-14 β€”
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MMC

As of 2026 Q1 β€” sorted by position size

AVITY INVESTMENT MANAGEMENT INC. 3Y 7Y 2.6% Exchange Bank 0.74% TEALWOOD ASSET MANAGEMENT INC 3Y 7Y 0.7% WASHINGTON TRUST Co 3Y 7Y 0.62% Yanni & Associates Investment Advisors, LLC 0.57% Ridgewood Investments LLC 3Y 7Y 0.47% TOWER TRUST & INVESTMENT Co 0.46% DOVER ADVISORS, LLC 3Y 0.34% CX Institutional 3Y 7Y 0.32% Mechanics Bank Trust Department 3Y 7Y 0.31%

FAQ About Parisi Gray Wealth Management and MMC

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

How long has Parisi Gray Wealth Management reported owning MMC?

Parisi Gray Wealth Management reported MMC across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported MMC position in Parisi Gray Wealth Management's portfolio?

The largest reported portfolio weight for MMC was 0.31% in 2025 Q1.

What is the latest reported MMC position on this page?

The most recent filing on this page is 2026 Q1, when Parisi Gray Wealth Management reported 3,882 shares, equal to 0.16% of portfolio, with an estimated market value of $673K.

What does the chart on this MMC ownership page compare?

The chart compares Parisi Gray Wealth Management'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.

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