Ken Fisher's MMC Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 1,597 shares of Marsh & McLennan Companies, Inc. (MMC) worth $322,011, representing 0.00% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 38 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in MMC, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 981 shares. Largest reduction occurred in Q3 2023, reducing 1,352 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Marsh & McLennan Companies (MMC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Marsh & McLennan Companies (MMC) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2016 | +3,671 | New Buy | 3,671 | $67.28 |
| Q3 2016 | -3,671 | Sold Out | 3,671 | $0.00 |
| Q3 2019 | +2,708 | New Buy | 2,708 | $100.07 |
| Q4 2019 | +81 | Add 2.99% | 2,789 | $111.51 |
| Q1 2020 | +54 | Add 1.94% | 2,843 | $86.53 |
| Q2 2020 | -521 | Reduce 18.33% | 2,322 | $107.24 |
| Q3 2020 | +23 | Add 0.99% | 2,345 | $114.71 |
| Q4 2020 | -333 | Reduce 14.20% | 2,012 | $116.80 |
| Q1 2021 | -2,012 | Sold Out | 2,012 | $0.00 |
| Q4 2021 | +1,337 | New Buy | 1,337 | $174.27 |
| Q1 2022 | -1,337 | Sold Out | 1,337 | $0.00 |
| Q1 2023 | +2,318 | New Buy | 2,318 | $166.59 |
| Q2 2023 | +963 | Add 41.54% | 3,281 | $188.08 |
| Q3 2023 | -1,352 | Reduce 41.21% | 1,929 | $190.32 |
| Q4 2023 | -418 | Reduce 21.67% | 1,511 | $189.49 |
| Q1 2024 | -1,511 | Sold Out | 1,511 | $0.00 |
| Q2 2024 | +1,570 | New Buy | 1,570 | $210.85 |
| Q3 2024 | -413 | Reduce 26.31% | 1,157 | $223.28 |
| Q4 2024 | +836 | Add 72.26% | 1,993 | $212.51 |
| Q1 2025 | +175 | Add 8.78% | 2,168 | $244.09 |
| Q2 2025 | -450 | Reduce 20.76% | 1,718 | $218.65 |
| Q3 2025 | -121 | Reduce 7.04% | 1,597 | $201.63 |
Ken Fisher's Marsh & McLennan Companies Investment FAQs
Ken Fisher first purchased Marsh & McLennan Companies, Inc. (MMC) in Q2 2016, acquiring 3,671 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Marsh & McLennan Companies, Inc. (MMC) for 38 quarters since Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to Marsh & McLennan Companies, Inc. (MMC) was in Q2 2016, adding 3,671 shares worth $247,000. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 1,597 shares of Marsh & McLennan Companies, Inc. (MMC), valued at approximately $322,011. 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 0.00% of Ken Fisher'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.
Ken Fisher's peak holding in Marsh & McLennan Companies, Inc. (MMC) was 3,671 shares, as reported at the end of Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.