Ray Dalio's MMC Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 62,067 shares of Marsh & McLennan Companies, Inc. (MMC) worth $12.51 M, representing 0.05% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in MMC, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2022, adding 110,868 shares. Largest reduction occurred in Q3 2022, reducing 97,932 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Marsh & McLennan Companies (MMC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Marsh & McLennan Companies (MMC) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +13,485 | New Buy | 13,485 | $49.31 |
| Q2 2014 | -13,485 | Sold Out | 13,485 | $0.00 |
| Q3 2014 | +46,698 | New Buy | 46,698 | $52.34 |
| Q4 2014 | +2,249 | Add 4.82% | 48,947 | $57.25 |
| Q1 2015 | -48,947 | Sold Out | 48,947 | $0.00 |
| Q2 2015 | +16,247 | New Buy | 16,247 | $56.69 |
| Q3 2015 | +45,043 | Add 277.24% | 61,290 | $52.23 |
| Q4 2015 | +3,900 | Add 6.36% | 65,190 | $55.45 |
| Q1 2016 | -25,500 | Reduce 39.12% | 39,690 | $60.80 |
| Q2 2016 | -20,800 | Reduce 52.41% | 18,890 | $68.45 |
| Q3 2016 | +1,010 | Add 5.35% | 19,900 | $67.24 |
| Q4 2016 | -16,200 | Reduce 81.41% | 3,700 | $67.57 |
| Q1 2017 | +11,044 | Add 298.49% | 14,744 | $73.86 |
| Q2 2017 | +4,540 | Add 30.79% | 19,284 | $77.94 |
| Q3 2017 | -19,284 | Sold Out | 19,284 | $0.00 |
| Q4 2017 | +17,633 | New Buy | 17,633 | $81.38 |
| Q1 2018 | -17,633 | Sold Out | 17,633 | $0.00 |
| Q1 2020 | +22,003 | New Buy | 22,003 | $86.44 |
| Q2 2020 | -22,003 | Sold Out | 22,003 | $0.00 |
| Q2 2021 | +1,567 | New Buy | 1,567 | $140.40 |
| Q3 2021 | +23,802 | Add 1518.95% | 25,369 | $151.44 |
| Q4 2021 | +59,328 | Add 233.86% | 84,697 | $173.82 |
| Q1 2022 | +110,868 | Add 130.90% | 195,565 | $170.42 |
| Q2 2022 | -195,565 | Sold Out | 195,565 | $0.00 |
| Q3 2022 | +97,633 | New Buy | 97,633 | $149.29 |
| Q4 2022 | -4,607 | Reduce 4.72% | 93,026 | $165.48 |
| Q1 2023 | -93,026 | Sold Out | 93,026 | $0.00 |
| Q3 2023 | +14,990 | New Buy | 14,990 | $190.30 |
| Q4 2023 | +34,281 | Add 228.69% | 49,271 | $189.47 |
| Q1 2024 | -49,271 | Sold Out | 49,271 | $0.00 |
| Q2 2024 | +4,547 | New Buy | 4,547 | $210.72 |
| Q3 2024 | -3,415 | Reduce 75.10% | 1,132 | $223.09 |
| Q4 2024 | -1,132 | Sold Out | 1,132 | $0.00 |
| Q3 2025 | +62,067 | New Buy | 62,067 | $201.53 |
Ray Dalio's Marsh & McLennan Companies Investment FAQs
Ray Dalio first purchased Marsh & McLennan Companies, Inc. (MMC) in Q1 2014, acquiring 13,485 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Marsh & McLennan Companies, Inc. (MMC) for 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Marsh & McLennan Companies, Inc. (MMC) was in Q1 2022, adding 195,565 shares worth $33.33 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 62,067 shares of Marsh & McLennan Companies, Inc. (MMC), valued at approximately $12.51 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Marsh & McLennan Companies, Inc. (MMC) represents approximately 0.05% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Marsh & McLennan Companies, Inc. (MMC) was 195,565 shares, as reported at the end of Q1 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.