Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MARSH & MCLENNAN COS INC (MMC)

1K + Investors. Track Smart Money conviction in MMC. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — MMC

Based on 1459 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MMC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
1,459 hedge funds hold MMC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding MMC is almost the same as a year ago (+22 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

692 buying784 selling
Last quarter: 784 funds reduced or exited vs 692 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+61 vs last Q)

new funds entering per quarter
Funds opening a new MMC position: 177 → 127 → 139 → 200. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

71% of holders stayed for 2+ years

71% conviction (2yr+) 15% medium 15% new
1,029 out of 1,459 hedge funds have held MMC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

144 → 177 → 127 → 139 → 200 new funds/Q
New funds entering each quarter: 177 → 127 → 139 → 200. A growing number of institutions are discovering MMC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

70% veterans 11% 1-2yr 19% new
Of 1,491 current holders: 1,050 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
48 of 1459 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in MMC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MMC

How many hedge funds hold MMC — quarterly history vs. share price
Quarterly hedge fund ownership of MMC vs. share price

Market Analysis: MMC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MMC

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

134 top-rated funds 9 high-conviction
Consensus
9.2
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: MMC
2026 Q1 Stats Unlock in 22 days 1K + Investors

Track Smart Money conviction in MMC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1491 1478 0.88%
13F Shares 428M 424M 1.03%
Total Value $77.42B $83.33B -7.09%
New Positions 203 140 +63
Increased Positions 531 576 -45
Closed Positions 189 181 +8
Reduced Positions 647 629 +18
Total Calls 15 18 -16.67%
Total Puts 18 22 -18.18%
PUT/CALL Ratio 1.2 1.22 Neutral

Statistics: MMC

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MMC. Verified SEC 13F-HR filings.

Top 25 institutional holders of MMC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NIPPON LIFE INSURANCE CO 4.46% 1,311,350 $227K
2 Walter Public Investments Inc. 2.85% 68,686 $11.9M
3 AVITY INVESTMENT MANAGEMENT INC. 2.60% 206,191 $35.8M
4 Ninety One North America, Inc. 2.42% 310,998 $53.9M
5 SCHARF INVESTMENTS, LLC 2.40% 449,343 $77.9M
6 Harrington Investments, INC 2.36% 25,816 $4.5M
7 BENNETT SELBY INVESTMENTS LP 2.33% 38,292 $6.6M
8 PICTET BANK & TRUST Ltd 2.06% 9,054 $1.6M
9 Aurdan Capital Management, LLC 1.71% 32,773 $5.7M
10 Franklin, Parlapiano, Turner & Welch, LLC 1.65% 39,824 $6.9M
11 Ninety One UK Ltd 1.62% 4,029,142 $698.9M
12 BONNESS ENTERPRISES INC 1.61% 25,300 $4.4M
13 Palouse Capital Management, Inc. 1.59% 13,866 $2.4M
14 Ipswich Investment Management Co., Inc. 1.46% 35,727 $6.2M
15 BUILDER INVESTMENT GROUP INC /ADV 1.45% 38,456 $6.7M
16 Stokes Capital Advisors, LLC 1.43% 36,750 $6.4M
17 Town & Country Bank & Trust CO dba First Bankers Trust CO 1.22% 20,840 $3.6M
18 BNC WEALTH MANAGEMENT, LLC 1.05% 21,878 $3.8M
19 NIXON PEABODY TRUST CO 0.97% 70,024 $12.1M
20 Tower View Wealth Management LLC 0.89% 9,981 $1.7M
21 BROWN, LISLE/CUMMINGS, INC. 0.88% 20,394 $3.5M
22 Sarasin & Partners LLP 0.87% 412,712 $71.6M
23 Segment Wealth Management, LLC 0.85% 83,148 $14.4M
24 Bank Pictet & Cie (Europe) AG 0.75% 202,308 $35.1M
25 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.74% 80,882 $14.0M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — MARSH & MCLENNAN COS INC (MMC)

What does the Smart Money Trend signal show for MMC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MMC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MMC?

More sellers than buyers — 47% buying: Last quarter: 784 funds reduced or exited vs 692 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MMC holders?

Elite ownership — 62% AUM from top-100 funds: 48 of 1459 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in MMC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MMC?

71% of holders stayed for 2+ years: 1,029 out of 1,459 hedge funds have held MMC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.