Ownership history in UNIQUE WEALTH, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which UNIQUE WEALTH, LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 998 | -266 | -21.0% | 0.03% | $201K | — |
| 2025 Q2 | ADDED | 1,264 | +126 | +11.1% | 0.04% | $276K | — |
| 2025 Q1 | ADDED | 1,138 | +146 | +14.7% | 0.05% | $278K | — |
| 2024 Q4 | ADDED | 992 | +75 | +8.2% | 0.04% | $211K | — |
| 2024 Q3 | INITIATED | 917 | — | — | 0.05% | $205K | — |
As of 2025 Q4 — sorted by position size