Rathbones Group PLC MMC — MARSH & MCLENNAN COS INC COM

Ownership history in Rathbones Group PLC  ·  81 quarters on record

AI Ownership Summary

Rathbones Group PLC reported MARSH & MCLENNAN COS INC COM (MMC) in 81 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.03% in 2025 Q3. The latest visible filing shows MMC at 0.98% 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 Rathbones Group PLC'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 0.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2025 Q3

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 Rathbones Group PLC fund profile Rathbones Group PLC full holdings
How Rathbones Group PLC held MMC — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 1,332,148 +67,901 +5.4% 0.98% $247.1M 2026-02-14 (Est.) $174.06
2025 Q3 ADDED — — — 1,264,247 +273,303 +27.6% 1.03% $254.8M 2025-11-13 $183.85
2025 Q2 ADDED — — — 990,944 +220,278 +28.6% 0.93% $216.7M 2025-08-07 $203.31
2025 Q1 ADDED — — — 770,666 +114,817 +17.5% 0.91% $188.1M 2025-05-13 $223.77
2024 Q4 ADDED — — — 655,849 +70,682 +12.1% 0.67% $139.3M 2025-02-13 $231.10
2024 Q3 ADDED — — — 585,167 +148,964 +34.2% 0.66% $130.5M 2024-11-13 $225.73
2024 Q2 ADDED — — — 436,203 +37,845 +9.5% 0.50% $91.9M 2024-08-09 $220.06
2024 Q1 ADDED — — — 398,358 +178,726 +81.4% 0.47% $82.1M 2024-05-14 $205.07
2023 Q4 ADDED — — — 219,632 +38,465 +21.2% 0.27% $41.6M 2024-02-13 $196.47
72 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

Cryder Capital Partners LLP 3Y 7Y 6.68% NIPPON LIFE INSURANCE CO 3Y 7Y 4.46% JENSEN INVESTMENT MANAGEMENT INC 3Y 7Y 3.94% Mawer Investment Management Ltd. 3Y 7Y 3.9% Birch Hill Investment Advisors LLC 3Y 7Y 3.33% WAYCROSS PARTNERS, LLC 3Y 2.86% 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%

FAQ About Rathbones Group PLC and MMC

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

How long has Rathbones Group PLC reported owning MMC?

Rathbones Group PLC reported MMC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MMC position in Rathbones Group PLC's portfolio?

The largest reported portfolio weight for MMC was 1.03% in 2025 Q3.

What is the latest reported MMC position on this page?

The most recent filing on this page is 2025 Q4, when Rathbones Group PLC reported 1,332,148 shares, equal to 0.98% of portfolio, with an estimated market value of $247.1M.

What does the chart on this MMC ownership page compare?

The chart compares Rathbones Group PLC'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 Rathbones Group PLC time their MMC position?

Based on 13F filing dates vs. subsequent MMC price moves, Rathbones Group PLC correctly timed 33 out of 78 reported position changes (42%).

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