MMC Marsh & McLennan Cos Inc

Ownership history in YCG, LLC  ·  32 quarters on record

This page tracks every 13F SEC filing in which YCG, 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.

Peak position
4.16% (2025 Q1)
Avg. % of fund
3.53%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 240,693 +12,679 +5.6% 3.37% $44.7M
2025 Q3 ADDED 228,014 +12,437 +5.8% 3.45% $46.0M
2025 Q2 REDUCED 215,577 -2,308 -1.1% 3.64% $47.1M
2025 Q1 REDUCED 217,885 -295 -0.1% 4.16% $53.2M
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)
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