VISTA INVESTMENT PARTNERS LLC MMC — MARSH & MCLENNAN COS INC

Ownership history in VISTA INVESTMENT PARTNERS LLC  ·  11 quarters on record

AI Ownership Summary

VISTA INVESTMENT PARTNERS LLC reported MARSH & MCLENNAN COS INC (MMC) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.27% in 2025 Q1. The latest visible filing shows MMC at 0.16% 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 VISTA INVESTMENT PARTNERS 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 Q3

MMC was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% 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 Q2 to 2026 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 VISTA INVESTMENT PARTNERS LLC fund profile VISTA INVESTMENT PARTNERS LLC full holdings
How VISTA INVESTMENT PARTNERS LLC held MMC — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 3,600 — 0% 0.16% $615K 2026-10-08 $176.67
2026 Q2 UNCHANGED — — — 3,600 — 0% 0.15% $600K 2026-07-09 $179.00
2026 Q1 UNCHANGED — — — 3,600 — 0% 0.17% $624K 2026-04-09 $173.14
2025 Q4 UNCHANGED — — — 3,600 — 0% 0.17% $668K 2026-01-16 $182.40
2025 Q3 UNCHANGED — — — 3,600 — 0% 0.20% $726K 2025-10-16 $186.48
2025 Q2 UNCHANGED — — — 3,600 — 0% 0.23% $787K 2025-07-10 $214.71
2025 Q1 UNCHANGED — — — 3,600 — 0% 0.27% $879K 2025-04-17 $220.07
2024 Q4 UNCHANGED — — — 3,600 — 0% 0.24% $765K 2025-01-21 $218.22
2024 Q3 UNCHANGED — — — 3,600 — 0% 0.26% $803K 2024-10-16 $227.91
2024 Q2 UNCHANGED — — — 3,600 — 0% 0.25% $759K 2024-07-19 $216.75
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MMC

As of 2026 Q3 — sorted by position size

AVITY INVESTMENT MANAGEMENT INC. 3Y 7Y 2.67% BONNESS ENTERPRISES INC 3Y 7Y 1.4% Bell Asset Management Ltd 3Y 7Y 1.0% Stokes Capital Advisors, LLC 3Y 7Y 0.8% Exchange Bank 0.65% Ridgewood Investments LLC 3Y 7Y 0.53% SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3Y 7Y 0.36% Canandaigua National Trust Co of Florida 0.33% LAWOOD & CO 0.22% BAKER TILLY WEALTH MANAGEMENT, LLC 3Y 0.21%

FAQ About VISTA INVESTMENT PARTNERS 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 VISTA INVESTMENT PARTNERS LLC reported owning MMC?

VISTA INVESTMENT PARTNERS LLC reported MMC across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported MMC position in VISTA INVESTMENT PARTNERS LLC's portfolio?

The largest reported portfolio weight for MMC was 0.27% in 2025 Q1.

What is the latest reported MMC position on this page?

The most recent filing on this page is 2026 Q3, when VISTA INVESTMENT PARTNERS LLC reported 3,600 shares, equal to 0.16% of portfolio, with an estimated market value of $615K.

What does the chart on this MMC ownership page compare?

The chart compares VISTA INVESTMENT PARTNERS 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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