Security Name: MARSH & MCLENNAN COS
Ticker: MMC
Security Type: EQU
Exchange: US
CUSIP: 571748102

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $91.99B - 1,441 -
2024-09-30 $95.42B +3.7% 1,494 +3.7%
2024-12-31 $91.78B -3.8% 1,183 -20.8%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
AKO CAPITAL LLP $438.2M 2,062K 6.1%
MAWER INVESTMENT MANAGEMENT LTD. $1321.5M 6,221K 6.0%
JENSEN INVESTMENT MANAGEMENT INC $645.8M 3,040K 5.9%
BANCREEK CAPITAL MANAGEMENT, LP $5.8M 27K 5.7%
MERIDIEM INVESTMENT MANAGEMENT LTD. $305.8M 1,439K 5.5%
L1 CAPITAL INTERNATIONAL PTY LTD $15.9M 74K 4.9%
BRISTOL GATE CAPITAL PARTNERS INC. $92.9M 437K 4.5%
WALTER PUBLIC INVESTMENTS INC. $24.0M 112K 4.3%
TEEWINOT CAPITAL ADVISERS, L.L.C. $41.8M 196K 4.3%
BIRCH HILL INVESTMENT ADVISORS LLC $91.4M 430K 4.3%
LONGVIEW PARTNERS LTD $544.0M 2,561K 4.1%
CLOSE ASSET MANAGEMENT LTD $141.7M 666K 4.0%
WAVERTON INVESTMENT MANAGEMENT LTD $249.3M 1,173K 4.0%
COHO PARTNERS, LTD. $81.9M 385K 3.8%
YCG, LLC $46.3M 218K 3.7%
TOWER VIEW WEALTH MANAGEMENT LLC $6.6M 31K 3.5%
AURDAN CAPITAL MANAGEMENT, LLC $9.0M 42K 3.5%
HARRINGTON INVESTMENTS, INC $5.4M 25K 3.0%
ALPHINITY INVESTMENT MANAGEMENT PTY LTD $515.7M 2,427K 2.8%
DUNDAS PARTNERS LLP $39.8M 187K 2.8%
FOYSTON, GORDON, & PAYNE INC $10.0M 46K 2.6%
UNIGESTION HOLDING SA $42.3M 199K 2.4%
TORRAY INVESTMENT PARTNERS LLC $16.5M 77K 2.4%
BAHL & GAYNOR INC $404.6M 1,904K 2.1%
BRENTVIEW INVESTMENT MANAGEMENT LLC $3.6M 17K 2.1%

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