Quantbot Technologies LP MMC — MARSH & MCLENNAN COS INC COM

Ownership history in Quantbot Technologies LP  ·  40 quarters on record

AI Ownership Summary

Quantbot Technologies LP reported MARSH & MCLENNAN COS INC COM (MMC) in 40 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.71% in 2025 Q2. The latest visible filing shows MMC at 0.63% 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 Quantbot Technologies LP'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
2025 Q4

MMC was reported at 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Quantbot Technologies LP fund profile Quantbot Technologies LP full holdings
How Quantbot Technologies LP held MMC — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 102,158 +24,093 +30.9% 0.63% $19.0M 2026-02-14 (Est.) $174.06
2025 Q3 REDUCED — — — 78,065 -47,752 -38.0% 0.43% $15.7M 2025-11-12 $182.79
2025 Q2 ADDED — — — 125,817 +87,600 +229.2% 0.71% $27.5M 2025-08-13 $209.35
2025 Q1 REDUCED — — — 38,217 -26,139 -40.6% 0.30% $9.3M 2025-05-13 $223.77
2024 Q4 REDUCED — — — 64,356 -5,525 -7.9% 0.50% $13.7M 2025-02-11 $228.00
2024 Q3 ADDED — — — 69,881 +52,815 +309.5% 0.61% $15.6M 2024-11-13 $225.73
2024 Q1 ADDED — — — 17,066 +6,236 +57.6% 0.20% $3.5M 2024-05-06 $201.52
2023 Q4 REDUCED — — — 10,830 -43,629 -80.1% 0.12% $2.1M 2024-02-14 $197.72
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MMC

As of 2026 Q1 — sorted by position size

NIPPON LIFE INSURANCE CO 3Y 7Y 4.46% JENSEN INVESTMENT MANAGEMENT INC 3Y 7Y 3.94% Birch Hill Investment Advisors LLC 3Y 7Y 3.33% Walter Public Investments Inc. 3Y 2.85% AVITY INVESTMENT MANAGEMENT INC. 3Y 7Y 2.6% Ninety One North America, Inc. 3Y 7Y 2.42% SCHARF INVESTMENTS, LLC 3Y 7Y 2.4% TORRAY INVESTMENT PARTNERS LLC 3Y 7Y 2.4% Harrington Investments, INC 3Y 7Y 2.36% BENNETT SELBY INVESTMENTS LP 3Y 2.33%

FAQ About Quantbot Technologies LP and MMC

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

How long has Quantbot Technologies LP reported owning MMC?

Quantbot Technologies LP reported MMC across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MMC position in Quantbot Technologies LP's portfolio?

The largest reported portfolio weight for MMC was 0.71% in 2025 Q2.

What is the latest reported MMC position on this page?

The most recent filing on this page is 2025 Q4, when Quantbot Technologies LP reported 102,158 shares, equal to 0.63% of portfolio, with an estimated market value of $19.0M.

What does the chart on this MMC ownership page compare?

The chart compares Quantbot Technologies LP'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 Quantbot Technologies LP time their MMC position?

Based on 13F filing dates vs. subsequent MMC price moves, Quantbot Technologies LP correctly timed 22 out of 39 reported position changes (56%). The annualised alpha on MMC relative to SPY over the holding period was -3.3%.

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