Jeff Auxier’s MMC Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2013
+141,472 Shares
Current Position
33,615 Shares
$6.77 M Value

Jeff Auxier's MMC Position Overview

Jeff Auxier (via Auxier Asset Management LLC) currently holds 33,615 shares of Marsh & McLennan Companies, Inc. (MMC) worth $6.77 M, representing 0.95% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Jeff Auxier has maintained a long-term strategic position in MMC, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2023, adding 1,636 shares. Largest reduction occurred in Q1 2016, reducing 61,200 shares.

Analysis based on 13F filings available since 2013 Q2

Jeff Auxier's Marsh & McLennan Companies (MMC) Holding Value Over Time

Track share changes against reported price movement

Quarterly Marsh & McLennan Companies (MMC) Trades by Jeff Auxier

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +141,472 Add 0.00% 141,471 $39.92
Q3 2013 -9,500 Reduce 6.72% 131,971 $43.55
Q4 2013 -2,250 Reduce 1.70% 129,721 $48.36
Q2 2014 -1,300 Reduce 1.00% 128,421 $51.82
Q3 2014 -1,000 Reduce 0.78% 127,421 $52.34
Q4 2014 -450 Reduce 0.35% 126,971 $57.24
Q1 2015 -2,784 Reduce 2.19% 124,187 $56.09
Q2 2015 -10,050 Reduce 8.09% 114,137 $56.70
Q3 2015 -4,100 Reduce 3.59% 110,037 $52.22
Q1 2016 -61,200 Reduce 55.62% 48,837 $60.79
Q3 2016 -1,300 Reduce 2.66% 47,537 $67.25
Q4 2016 -3,450 Reduce 7.26% 44,087 $67.59
Q1 2017 -2,150 Reduce 4.88% 41,937 $73.90
Q2 2017 -150 Reduce 0.36% 41,787 $77.97
Q3 2017 -400 Reduce 0.96% 41,387 $83.82
Q4 2017 -150 Reduce 0.36% 41,237 $81.38
Q2 2018 -2,300 Reduce 5.58% 38,937 $81.98
Q3 2018 -1,350 Reduce 3.47% 37,587 $82.71
Q1 2019 -75 Reduce 0.20% 37,512 $93.89
Q2 2019 -50 Reduce 0.13% 37,462 $99.75
Q3 2019 -100 Reduce 0.27% 37,362 $100.05
Q1 2020 -270 Reduce 0.72% 37,092 $86.46
Q2 2020 -230 Reduce 0.62% 36,862 $107.37
Q3 2020 -75 Reduce 0.20% 36,787 $114.69
Q4 2020 -150 Reduce 0.41% 36,637 $117.01
Q1 2021 -125 Reduce 0.34% 36,512 $121.80
Q2 2021 -1,150 Reduce 3.15% 35,362 $140.69
Q3 2021 -185 Reduce 0.52% 35,177 $151.43
Q4 2021 -233 Reduce 0.66% 34,944 $173.82
Q1 2022 -9 Reduce 0.03% 34,935 $170.43
Q2 2022 -106 Reduce 0.30% 34,829 $155.24
Q3 2022 -70 Reduce 0.20% 34,759 $149.29
Q4 2022 -45 Reduce 0.13% 34,714 $165.48
Q1 2023 -10 Reduce 0.03% 34,704 $166.55
Q2 2023 +1,636 Add 4.71% 36,340 $188.08
Q3 2023 -210 Reduce 0.58% 36,130 $190.30
Q4 2023 -317 Reduce 0.88% 35,813 $189.47
Q1 2024 -200 Reduce 0.56% 35,613 $205.98
Q2 2024 -8 Reduce 0.02% 35,605 $210.72
Q3 2024 -87 Reduce 0.24% 35,518 $223.09
Q4 2024 -1,535 Reduce 4.32% 33,983 $212.41
Q1 2025 -10 Reduce 0.03% 33,973 $244.03
Q2 2025 -209 Reduce 0.62% 33,764 $218.64
Q3 2025 -149 Reduce 0.44% 33,615 $201.53

Jeff Auxier's Marsh & McLennan Companies Investment FAQs

Jeff Auxier first purchased Marsh & McLennan Companies, Inc. (MMC) in Q2 2013, acquiring 141,471 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeff Auxier has held Marsh & McLennan Companies, Inc. (MMC) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeff Auxier's largest addition to Marsh & McLennan Companies, Inc. (MMC) was in Q2 2013, adding 141,471 shares worth $5.65 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Jeff Auxier's firm, Auxier Asset Management LLC, owns 33,615 shares of Marsh & McLennan Companies, Inc. (MMC), valued at approximately $6.77 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 0.95% of Jeff Auxier'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.

Jeff Auxier's peak holding in Marsh & McLennan Companies, Inc. (MMC) was 141,471 shares, as reported at the end of Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.