R. W. Roge & Company, Inc. MMC — MARSH & MCLENNAN COS INC

Ownership history in R. W. Roge & Company, Inc.  ·  7 quarters on record

AI Ownership Summary

R. W. Roge & Company, Inc. reported MARSH & MCLENNAN COS INC (MMC) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.13% in 2025 Q1. The latest visible filing shows MMC at 0.10% 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.

What this MMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was R. W. Roge & Company, Inc.'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
2025 Q3

MMC was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% 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 2025 Q3

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 R. W. Roge & Company, Inc. fund profile R. W. Roge & Company, Inc. full holdings
How R. W. Roge & Company, Inc. held MMC — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 1,009 +9 +0.9% 0.10% $203K 2025-10-24 $186.55
2025 Q2 UNCHANGED — — — 1,000 — 0% 0.12% $218K 2025-07-25 $210.40
2025 Q1 UNCHANGED — — — 1,000 — 0% 0.13% $244K 2025-05-09 $226.85
2024 Q4 UNCHANGED — — — 1,000 — 0% 0.11% $212K 2025-01-29 $219.31
2024 Q3 UNCHANGED — — — 1,000 — 0% 0.12% $223K 2024-11-08 $225.36
2024 Q2 UNCHANGED — — — 1,000 — 0% 0.12% $210K 2024-08-01 $224.61
2024 Q1 INITIATED — — — 1,000 — — 0.12% $206K 2024-05-03 $199.27

🏢 Other funds also holding MMC

As of 2026 Q2 — sorted by position size

NIPPON LIFE INSURANCE CO 3Y 7Y 3.62% Birch Hill Investment Advisors LLC 3Y 7Y 2.77% Ninety One North America, Inc. 3Y 7Y 2.33% MCRAE CAPITAL MANAGEMENT INC 3Y 7Y 2.25% AVITY INVESTMENT MANAGEMENT INC. 3Y 7Y 2.24% Harrington Investments, INC 3Y 7Y 2.05% BENNETT SELBY INVESTMENTS LP 3Y 1.91% SCHARF INVESTMENTS, LLC 3Y 7Y 1.9% Munich Reinsurance Co Stock Corp in Munich 1.68% Franklin, Parlapiano, Turner & Welch, LLC 3Y 7Y 1.56%

FAQ About R. W. Roge & Company, Inc. and MMC

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

How long has R. W. Roge & Company, Inc. reported owning MMC?

R. W. Roge & Company, Inc. reported MMC across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported MMC position in R. W. Roge & Company, Inc.'s portfolio?

The largest reported portfolio weight for MMC was 0.13% in 2025 Q1.

What is the latest reported MMC position on this page?

The most recent filing on this page is 2025 Q3, when R. W. Roge & Company, Inc. reported 1,009 shares, equal to 0.10% of portfolio, with an estimated market value of $203K.

What does the chart on this MMC ownership page compare?

The chart compares R. W. Roge & Company, Inc.'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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