Joel Greenblatt's MMC Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 115,999 shares of Marsh & McLennan Companies, Inc. (MMC) worth $23.38 M, representing 0.10% 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, Joel Greenblatt has maintained a long-term strategic position in MMC, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2015, adding 148,787 shares. Largest reduction occurred in Q2 2020, reducing 97,861 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Marsh & McLennan Companies (MMC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Marsh & McLennan Companies (MMC) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +6,117 | New Buy | 6,117 | $49.37 |
| Q2 2014 | -6,117 | Sold Out | 6,117 | $0.00 |
| Q4 2014 | +7,731 | New Buy | 7,731 | $57.30 |
| Q1 2015 | +148,787 | Add 1924.55% | 156,518 | $56.09 |
| Q2 2015 | -156,518 | Sold Out | 156,518 | $0.00 |
| Q1 2016 | +114,866 | New Buy | 114,866 | $60.79 |
| Q2 2016 | -114,866 | Sold Out | 114,866 | $0.00 |
| Q4 2016 | +54,363 | New Buy | 54,363 | $67.58 |
| Q1 2017 | +10,757 | Add 19.79% | 65,120 | $73.89 |
| Q2 2017 | -65,120 | Sold Out | 65,120 | $0.00 |
| Q4 2017 | +72,400 | New Buy | 72,400 | $81.40 |
| Q1 2018 | +18,298 | Add 25.27% | 90,698 | $82.59 |
| Q2 2018 | -78,526 | Reduce 86.58% | 12,172 | $81.99 |
| Q3 2018 | +41,930 | Add 344.48% | 54,102 | $82.71 |
| Q4 2018 | +95,119 | Add 175.81% | 149,221 | $79.75 |
| Q1 2019 | +31,091 | Add 20.84% | 180,312 | $93.90 |
| Q2 2019 | -21,629 | Reduce 12.00% | 158,683 | $99.75 |
| Q3 2019 | -61,401 | Reduce 38.69% | 97,282 | $100.05 |
| Q4 2019 | +52,055 | Add 53.51% | 149,337 | $111.41 |
| Q1 2020 | -38,833 | Reduce 26.00% | 110,504 | $86.46 |
| Q2 2020 | -97,861 | Reduce 88.56% | 12,643 | $107.33 |
| Q3 2020 | +20,073 | Add 158.77% | 32,716 | $114.71 |
| Q4 2020 | +29,755 | Add 90.95% | 62,471 | $117.00 |
| Q1 2021 | -10,464 | Reduce 16.75% | 52,007 | $121.79 |
| Q2 2021 | -15,123 | Reduce 29.08% | 36,884 | $140.68 |
| Q3 2021 | -3,522 | Reduce 9.55% | 33,362 | $151.43 |
| Q4 2021 | +1,863 | Add 5.58% | 35,225 | $173.83 |
| Q1 2022 | +1,288 | Add 3.66% | 36,513 | $170.43 |
| Q2 2022 | -33,114 | Reduce 90.69% | 3,399 | $155.34 |
| Q3 2022 | -522 | Reduce 15.36% | 2,877 | $149.46 |
| Q4 2022 | +12,225 | Add 424.92% | 15,102 | $165.48 |
| Q1 2023 | +11,094 | Add 73.46% | 26,196 | $166.55 |
| Q2 2023 | -19,837 | Reduce 75.73% | 6,359 | $188.08 |
| Q3 2023 | -21 | Reduce 0.33% | 6,338 | $190.30 |
| Q4 2023 | +42,201 | Add 665.84% | 48,539 | $189.47 |
| Q1 2024 | +7,059 | Add 14.54% | 55,598 | $205.98 |
| Q2 2024 | -41,978 | Reduce 75.50% | 13,620 | $210.72 |
| Q3 2024 | +1,249 | Add 9.17% | 14,869 | $223.09 |
| Q4 2024 | +60,920 | Add 409.71% | 75,789 | $212.41 |
| Q1 2025 | -5,432 | Reduce 7.17% | 70,357 | $244.03 |
| Q2 2025 | -25,376 | Reduce 36.07% | 44,981 | $218.64 |
| Q3 2025 | +71,018 | Add 157.88% | 115,999 | $201.53 |
Joel Greenblatt's Marsh & McLennan Companies Investment FAQs
Joel Greenblatt first purchased Marsh & McLennan Companies, Inc. (MMC) in Q1 2014, acquiring 6,117 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt 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.
Joel Greenblatt's largest addition to Marsh & McLennan Companies, Inc. (MMC) was in Q1 2015, adding 156,518 shares worth $8.78 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 115,999 shares of Marsh & McLennan Companies, Inc. (MMC), valued at approximately $23.38 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 0.10% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in Marsh & McLennan Companies, Inc. (MMC) was 180,312 shares, as reported at the end of Q1 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.