MMC — MARSH & MCLENNAN COS INC

Ownership history in Schulz Wealth, LTD.  ·  8 quarters on record

This page tracks every 13F SEC filing in which Schulz Wealth, LTD. 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
0.21% (2025 Q1)
Avg. % of fund
0.19%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,135 — 0% 0.15% $229K —
2025 Q2 UNCHANGED 1,135 — 0% 0.19% $248K —
2025 Q1 UNCHANGED 1,135 — 0% 0.21% $277K —
2024 Q4 UNCHANGED 1,135 — 0% 0.19% $241K —
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% of Fund (quarterly)

Other funds also holding MMC

As of 2025 Q4 — sorted by position size

Navera Investment Management Ltd. 3Y 6.87% NEW VERNON INVESTMENT MANAGEMENT LLC 3Y 7Y 6.22% Cryder Capital Partners LLP 3Y 7Y 5.24% CINCINNATI INDEMNITY CO 3Y 7Y 4.93% AKO CAPITAL LLP 3Y 7Y 4.19% Mawer Investment Management Ltd. 3Y 7Y 4.06% Waverton Investment Management Ltd 3Y 7Y 4.05% Longview Partners (Guernsey) LTD 3Y 7Y 3.91% London & Capital Asset Management Ltd 3Y 7Y 3.65% Walter Public Investments Inc. 3Y 3.51%
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