Capital Planning Advisors, LLC - MARSH & MCLENNAN COS INC ownership

MARSH & MCLENNAN COS INC's ticker is MMC and the CUSIP is 571748102. A total of 1,061 filers reported holding MARSH & MCLENNAN COS INC in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.3%.

About MARSH & MCLENNAN COS INC

Marsh & McLennan Companies, Inc. is a global professional services firm that provides advice and solutions in the areas of risk, strategy, and people. The company operates through four segments: Risk and Insurance Services, Consulting, Marsh, and Guy Carpenter.

Marsh & McLennan Companies has a strong reputation in the industry, with a long history of providing high-quality services to clients around the world. The company's focus on risk management and insurance has helped it to build a loyal customer base, and its consulting services have allowed it to expand into new areas of business.

One of the key strengths of Marsh & McLennan Companies is its leadership team. The company is led by CEO Dan Glaser, who has been with the company for over 30 years. Glaser has a deep understanding of the industry and has been instrumental in driving the company's growth and success.

In recent years, Marsh & McLennan Companies has made a number of strategic acquisitions to expand its capabilities and reach. In 2019, the company acquired Jardine Lloyd Thompson Group, a leading provider of insurance and reinsurance brokerage services. This acquisition has helped Marsh & McLennan Companies to further strengthen its position in the industry and expand its global footprint.

Overall, Marsh & McLennan Companies is a well-respected and successful professional services firm with a strong track record of delivering value to its clients. With a talented leadership team and a focus on innovation and growth, the company is well-positioned for continued success in the years ahead.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of MARSH & MCLENNAN COS INC
ValueSharesWeighting
Q3 2023$4,476,046
+0.9%
23,521
-0.2%
0.93%
+3.9%
Q2 2023$4,433,986
+12.7%
23,575
-0.2%
0.90%
+7.5%
Q1 2023$3,933,411
-5.5%
23,617
-6.1%
0.84%
-15.5%
Q4 2022$4,162,153
+37.0%
25,152
+23.6%
0.99%
+21.2%
Q3 2022$3,037,000
+5.1%
20,342
+9.3%
0.82%
+6.7%
Q2 2022$2,890,000
-9.1%
18,613
-0.3%
0.76%
+12.5%
Q1 2022$3,181,000
-2.8%
18,666
-0.9%
0.68%
+9.1%
Q4 2021$3,274,000
+18.4%
18,837
+3.1%
0.62%
+8.5%
Q3 2021$2,766,000
+8.3%
18,269
+0.6%
0.57%
+9.5%
Q2 2021$2,555,000
+16.5%
18,165
+0.9%
0.52%
+6.5%
Q1 2021$2,193,000
+16.2%
18,005
+11.6%
0.49%
+6.0%
Q4 2020$1,888,000
-14.7%
16,137
-16.4%
0.46%
-23.6%
Q3 2020$2,214,000
+6.5%
19,304
-0.2%
0.61%
-1.9%
Q2 2020$2,078,000
+102.3%
19,350
+62.8%
0.62%
+61.6%
Q1 2020$1,027,000
-24.6%
11,883
-2.8%
0.38%
+7.6%
Q4 2019$1,362,000
+19.3%
12,226
+7.1%
0.36%
+7.2%
Q3 2019$1,142,000
-4.3%
11,411
-4.6%
0.33%
-5.1%
Q2 2019$1,193,000
+6.5%
11,957
+0.3%
0.35%
+2.3%
Q1 2019$1,120,000
+17.9%
11,924
+0.1%
0.34%
-1.2%
Q4 2018$950,000
-19.4%
11,918
-16.3%
0.35%
-8.0%
Q3 2018$1,178,000
+105.9%
14,239
+104.1%
0.38%
+45.2%
Q2 2018$572,000
+58.4%
6,976
+42.9%
0.26%
+45.5%
Q1 2017$361,000
+9.4%
4,8830.0%0.18%
+1.1%
Q4 2016$330,000
+0.6%
4,8830.0%0.18%
+0.6%
Q3 2016$328,000
-1.8%
4,8830.0%0.18%
-5.9%
Q2 2016$334,000
+12.5%
4,8830.0%0.19%
+30.1%
Q1 2016$297,000
+9.6%
4,8830.0%0.14%
-9.5%
Q4 2015$271,000
+6.3%
4,8830.0%0.16%
-5.4%
Q3 2015$255,000
-23.0%
4,883
-16.3%
0.17%
-13.9%
Q2 2015$331,000
+1.2%
5,8330.0%0.19%
-14.9%
Q1 2015$327,000
-2.1%
5,8330.0%0.23%
-21.4%
Q4 2014$334,0005,8330.29%
Other shareholders
MARSH & MCLENNAN COS INC shareholders Q3 2021
NameSharesValueWeighting ↓
C.V. Starr & Co., Inc. Trust 60,000$11,418,00058.76%
NIPPON LIFE INSURANCE CO 2,622,700$499,10024.36%
RIT CAPITAL PARTNERS PLC 203,100$38,651,9619.68%
Bishop Rock Capital, L.P. 10,153$1,932,1167.94%
Mawer Investment Management Ltd. 7,242,069$1,378,165,7307.36%
Meridiem Investment Management Ltd. 1,201,581$228,676,1666.12%
Alphinity Investment Management Pty Ltd 1,878,942$357,562,6635.72%
Close Asset Management Ltd 579,404$110,2695.69%
Birch Hill Investment Advisors LLC 438,202$83,389,8414.97%
Waverton Investment Management Ltd 895,537$170,434,1244.93%
View complete list of MARSH & MCLENNAN COS INC shareholders