MMC MARSH & MCLENNAN COS INC

Ownership history in Quilter Plc  ·  25 quarters on record

This page tracks every 13F SEC filing in which Quilter Plc 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
2.42% (2022 Q4)
Avg. % of fund
1.49%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 456,857 +51,478 +12.7% 1.42% $84.8M
2025 Q3 ADDED 405,379 +29,166 +7.8% 1.40% $81.7M
2025 Q2 ADDED 376,213 +47,956 +14.6% 1.50% $82.3M
2025 Q1 ADDED 328,257 +29,350 +9.8% 1.66% $80.1M
2024 Q4 ADDED 298,907 +19,350 +6.9% 1.25% $63.5M
2024 Q3 ADDED 279,557 +16,382 +6.2% 1.27% $62.4M
2024 Q2 ADDED 263,175 +17,270 +7.0% 1.24% $55.5M
2024 Q1 ADDED 245,905 +14,257 +6.2% 1.20% $50.7M
2023 Q4 REDUCED 231,648 -181,635 -43.9% 0.90% $230.3M
2023 Q3 ADDED 413,283 +1,553 +0.4% 1.63% $412.4M
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% of Fund (quarterly)
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