MMC β€” MARSH & MCLENNAN COS INC

Ownership history in Ridgewood Investments LLC  Β·  9 quarters on record

AI Ownership Summary

Ridgewood Investments LLC reported MARSH & MCLENNAN COS INC (MMC) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.47% in 2026 Q1. The latest visible filing shows MMC at 0.47% 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 Ridgewood Investments LLC'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
2026 Q1

MMC was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2026 Q1

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

Time in book
Holding Window
2024 Q2 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.

How Ridgewood Investments LLC held MMC β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 6,641 +4,357 +190.8% 0.47% $1.2M 2026-05-15 (Est.) β€”
2025 Q3 ADDED 2,284 +2,091 +1083.4% 0.19% $460K 2025-10-30 β€”
2025 Q2 UNCHANGED 193 β€” 0% 0.02% $42K 2025-07-14 β€”
2025 Q1 UNCHANGED 193 β€” 0% 0.02% $47K 2025-05-07 β€”
2024 Q4 UNCHANGED 193 β€” 0% 0.02% $41K 2025-01-10 β€”
2024 Q3 UNCHANGED 193 β€” 0% 0.02% $43K 2024-10-04 β€”
2024 Q2 UNCHANGED 193 β€” 0% 0.02% $41K 2024-07-29 β€”
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Ridgewood Investments LLC and MMC

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

How long has Ridgewood Investments LLC reported owning MMC?

Ridgewood Investments LLC reported MMC across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported MMC position in Ridgewood Investments LLC's portfolio?

The largest reported portfolio weight for MMC was 0.47% in 2026 Q1.

What is the latest reported MMC position on this page?

The most recent filing on this page is 2026 Q1, when Ridgewood Investments LLC reported 6,641 shares, equal to 0.47% of portfolio, with an estimated market value of $1.2M.

What does the chart on this MMC ownership page compare?

The chart compares Ridgewood Investments LLC'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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