Jefferies Group’s MMC Holdings & Trades

First Buy
Q1 2023
Duration Held
11 Quarters
Largest Add
Q1 2023
+50,181 Shares
Current Position
10,725 Shares
$2.16 M Value

Jefferies Group's MMC Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 10,725 shares of Marsh & McLennan Companies, Inc. (MMC) worth $2.16 M, representing 0.01% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.

Based on 13F filings, Jefferies Group has maintained a strategic position in MMC, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 6,029 shares. Largest reduction occurred in Q2 2023, reducing 33,766 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's Marsh & McLennan Companies (MMC) Holding Value Over Time

Track share changes against reported price movement

Quarterly Marsh & McLennan Companies (MMC) Trades by Jefferies Group

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2023 +50,181 New Buy 50,181 $166.55
Q2 2023 -33,766 Reduce 67.29% 16,415 $188.08
Q3 2023 -5,415 Reduce 32.99% 11,000 $190.30
Q4 2023 -6,000 Reduce 54.55% 5,000 $189.47
Q1 2024 -323 Reduce 6.46% 4,677 $205.98
Q2 2024 -1,731 Reduce 37.01% 2,946 $210.72
Q3 2024 -2,946 Sold Out 2,946 $0.00
Q4 2024 +8,975 New Buy 8,975 $212.41
Q1 2025 -387 Reduce 4.31% 8,588 $244.03
Q2 2025 -8,588 Sold Out 8,588 $0.00
Q3 2025 +10,725 New Buy 10,725 $201.53

Jefferies Group's Marsh & McLennan Companies Investment FAQs

Jefferies Group first purchased Marsh & McLennan Companies, Inc. (MMC) in Q1 2023, acquiring 50,181 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group has held Marsh & McLennan Companies, Inc. (MMC) for 11 quarters since Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group's largest addition to Marsh & McLennan Companies, Inc. (MMC) was in Q1 2023, adding 50,181 shares worth $8.36 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 10,725 shares of Marsh & McLennan Companies, Inc. (MMC), valued at approximately $2.16 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 0.01% of Jefferies Group'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.

Jefferies Group's peak holding in Marsh & McLennan Companies, Inc. (MMC) was 50,181 shares, as reported at the end of Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.