Joel Greenblatt's MMC Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 241,655 shares of Marsh & McLennan Companies, Inc. (MMC) worth $44.83 M, representing 0.16% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 43 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 2015, reducing 156,518 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +125,656 | Add 108.33% | 241,655 | $185.52 |
| Q3 2025 | +71,018 | Add 157.88% | 115,999 | $201.53 |
| Q2 2025 | -25,376 | Reduce 36.07% | 44,981 | $218.64 |
| Q1 2025 | -5,432 | Reduce 7.17% | 70,357 | $244.03 |
| Q4 2024 | +60,920 | Add 409.71% | 75,789 | $212.41 |
| Q3 2024 | +1,249 | Add 9.17% | 14,869 | $223.09 |
| Q2 2024 | -41,978 | Reduce 75.50% | 13,620 | $210.72 |
| Q1 2024 | +7,059 | Add 14.54% | 55,598 | $205.98 |
| Q4 2023 | +42,201 | Add 665.84% | 48,539 | $189.47 |
| Q3 2023 | -21 | Reduce 0.33% | 6,338 | $190.30 |
| Q2 2023 | -19,837 | Reduce 75.73% | 6,359 | $188.08 |
| Q1 2023 | +11,094 | Add 73.46% | 26,196 | $166.55 |
| Q4 2022 | +12,225 | Add 424.92% | 15,102 | $165.48 |
| Q3 2022 | -522 | Reduce 15.36% | 2,877 | $149.46 |
| Q2 2022 | -33,114 | Reduce 90.69% | 3,399 | $155.34 |
| Q1 2022 | +1,288 | Add 3.66% | 36,513 | $170.43 |
| Q4 2021 | +1,863 | Add 5.58% | 35,225 | $173.83 |
| Q3 2021 | -3,522 | Reduce 9.55% | 33,362 | $151.43 |
| Q2 2021 | -15,123 | Reduce 29.08% | 36,884 | $140.68 |
| Q1 2021 | -10,464 | Reduce 16.75% | 52,007 | $121.79 |
| Q4 2020 | +29,755 | Add 90.95% | 62,471 | $117.00 |
| Q3 2020 | +20,073 | Add 158.77% | 32,716 | $114.71 |
| Q2 2020 | -97,861 | Reduce 88.56% | 12,643 | $107.33 |
| Q1 2020 | -38,833 | Reduce 26.00% | 110,504 | $86.46 |
| Q4 2019 | +52,055 | Add 53.51% | 149,337 | $111.41 |
| Q3 2019 | -61,401 | Reduce 38.69% | 97,282 | $100.05 |
| Q2 2019 | -21,629 | Reduce 12.00% | 158,683 | $99.75 |
| Q1 2019 | +31,091 | Add 20.84% | 180,312 | $93.90 |
| Q4 2018 | +95,119 | Add 175.81% | 149,221 | $79.75 |
| Q3 2018 | +41,930 | Add 344.48% | 54,102 | $82.71 |
| Q2 2018 | -78,526 | Reduce 86.58% | 12,172 | $81.99 |
| Q1 2018 | +18,298 | Add 25.27% | 90,698 | $82.59 |
| Q4 2017 | +72,400 | New Buy | 72,400 | $81.40 |
| Q2 2017 | -65,120 | Sold Out | 0 | $0.00 |
| Q1 2017 | +10,757 | Add 19.79% | 65,120 | $73.89 |
| Q4 2016 | +54,363 | New Buy | 54,363 | $67.58 |
| Q2 2016 | -114,866 | Sold Out | 0 | $0.00 |
| Q1 2016 | +114,866 | New Buy | 114,866 | $60.79 |
| Q2 2015 | -156,518 | Sold Out | 0 | $0.00 |
| Q1 2015 | +148,787 | Add 1924.55% | 156,518 | $56.09 |
| Q4 2014 | +7,731 | New Buy | 7,731 | $57.30 |
| Q2 2014 | -6,117 | Sold Out | 0 | $0.00 |
| Q1 2014 | +6,117 | New Buy | 6,117 | $49.37 |
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 43 quarters since Q1 2014.
Joel Greenblatt's largest addition to Marsh & McLennan Companies, Inc. (MMC) was in Q1 2015, adding 156,518 shares worth $8.78 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 241,655 shares of Marsh & McLennan Companies, Inc. (MMC), valued at approximately $44.83 M.
As of the Q4 2025 filing, Marsh & McLennan Companies, Inc. (MMC) represents approximately 0.16% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Marsh & McLennan Companies, Inc. (MMC) was 241,655 shares, as reported at the end of Q4 2025.