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MMC position history

The shares of Marsh McLennan (MMC) that TORRAY INVESTMENT PARTNERS LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2021 Q3: 116,427 shares, $18M, 2.7% of portfolio
  2. 2021 Q4: 95,585 shares, $17M, 2.5% of portfolio, Reduce −17.9%
  3. 2022 Q1: 95,585 shares, $16M, 2.6% of portfolio
  4. 2022 Q2: 95,585 shares, $15M, 2.8% of portfolio
  5. 2022 Q3: 96,785 shares, $14M, 2.9% of portfolio, Add +1.3%
  6. 2022 Q4: 86,932 shares, $14M, 2.6% of portfolio, Reduce −10.2%
  7. 2023 Q1: 87,022 shares, $14M, 2.6% of portfolio, Add +0.1%
  8. 2023 Q2: 87,022 shares, $16M, 2.8% of portfolio
  9. 2023 Q3: 87,022 shares, $17M, 2.9% of portfolio
  10. 2023 Q4: 87,022 shares, $16M, 2.7% of portfolio
  11. 2024 Q1: 152,906 shares, $36M, 5.4% of portfolio, Add +75.7%
  12. 2024 Q2: 77,877 shares, $16M, 2.5% of portfolio, Reduce −49.1%
  13. 2024 Q3: 77,877 shares, $17M, 2.4% of portfolio
  14. 2024 Q4: 77,877 shares, $17M, 2.4% of portfolio
  15. 2025 Q1: 70,815 shares, $17M, 2.6% of portfolio, Reduce −9.1%
  16. 2025 Q2: 70,015 shares, $15M, 2.2% of portfolio, Reduce −1.1%
  17. 2025 Q3: 70,015 shares, $14M, 1.9% of portfolio
  18. 2025 Q4: 97,677 shares, $18M, 2.6% of portfolio, Add +39.5%
  19. 2026 Q1: 94,329 shares, $16M, 2.4% of portfolio, Reduce −3.4%
  20. 2026 Q2: 92,694 shares, $15M, 2.1% of portfolio, Reduce −1.7%
  21. 2026 Q3: 46,570 shares, $8M, 1.0% of portfolio, Reduce −49.8%
Holdings date Value % of holdings Shares Filing date All 13F holders