Ray Dalio's MMC Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 25,777 shares of Marsh & McLennan Companies, Inc. (MMC) worth $4.78 M, representing 0.02% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in MMC, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 110,868 shares. Largest reduction occurred in Q2 2022, reducing 195,565 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -36,290 | Reduce 58.47% | 25,777 | $185.52 |
| Q3 2025 | +62,067 | New Buy | 62,067 | $201.53 |
| Q4 2024 | -1,132 | Sold Out | 0 | $0.00 |
| Q3 2024 | -3,415 | Reduce 75.10% | 1,132 | $223.09 |
| Q2 2024 | +4,547 | New Buy | 4,547 | $210.72 |
| Q1 2024 | -49,271 | Sold Out | 0 | $0.00 |
| Q4 2023 | +34,281 | Add 228.69% | 49,271 | $189.47 |
| Q3 2023 | +14,990 | New Buy | 14,990 | $190.30 |
| Q1 2023 | -93,026 | Sold Out | 0 | $0.00 |
| Q4 2022 | -4,607 | Reduce 4.72% | 93,026 | $165.48 |
| Q3 2022 | +97,633 | New Buy | 97,633 | $149.29 |
| Q2 2022 | -195,565 | Sold Out | 0 | $0.00 |
| Q1 2022 | +110,868 | Add 130.90% | 195,565 | $170.42 |
| Q4 2021 | +59,328 | Add 233.86% | 84,697 | $173.82 |
| Q3 2021 | +23,802 | Add 1518.95% | 25,369 | $151.44 |
| Q2 2021 | +1,567 | New Buy | 1,567 | $140.40 |
| Q2 2020 | -22,003 | Sold Out | 0 | $0.00 |
| Q1 2020 | +22,003 | New Buy | 22,003 | $86.44 |
| Q1 2018 | -17,633 | Sold Out | 0 | $0.00 |
| Q4 2017 | +17,633 | New Buy | 17,633 | $81.38 |
| Q3 2017 | -19,284 | Sold Out | 0 | $0.00 |
| Q2 2017 | +4,540 | Add 30.79% | 19,284 | $77.94 |
| Q1 2017 | +11,044 | Add 298.49% | 14,744 | $73.86 |
| Q4 2016 | -16,200 | Reduce 81.41% | 3,700 | $67.57 |
| Q3 2016 | +1,010 | Add 5.35% | 19,900 | $67.24 |
| Q2 2016 | -20,800 | Reduce 52.41% | 18,890 | $68.45 |
| Q1 2016 | -25,500 | Reduce 39.12% | 39,690 | $60.80 |
| Q4 2015 | +3,900 | Add 6.36% | 65,190 | $55.45 |
| Q3 2015 | +45,043 | Add 277.24% | 61,290 | $52.23 |
| Q2 2015 | +16,247 | New Buy | 16,247 | $56.69 |
| Q1 2015 | -48,947 | Sold Out | 0 | $0.00 |
| Q4 2014 | +2,249 | Add 4.82% | 48,947 | $57.25 |
| Q3 2014 | +46,698 | New Buy | 46,698 | $52.34 |
| Q2 2014 | -13,485 | Sold Out | 0 | $0.00 |
| Q1 2014 | +13,485 | New Buy | 13,485 | $49.31 |
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 35 quarters since Q1 2014.
Ray Dalio's largest addition to Marsh & McLennan Companies, Inc. (MMC) was in Q1 2022, adding 195,565 shares worth $33.33 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 25,777 shares of Marsh & McLennan Companies, Inc. (MMC), valued at approximately $4.78 M.
As of the Q4 2025 filing, Marsh & McLennan Companies, Inc. (MMC) represents approximately 0.02% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Marsh & McLennan Companies, Inc. (MMC) was 195,565 shares, as reported at the end of Q1 2022.