Sarasin & Partners LLP MMC — MARSH & MCLENNAN COS INC

Ownership history in Sarasin & Partners LLP  ·  4 quarters on record

AI Ownership Summary

Sarasin & Partners LLP reported MARSH & MCLENNAN COS INC (MMC) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 1.82% in 2025 Q3. The latest visible filing shows MMC at 0.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sarasin & Partners LLP's position in MARSH & MCLENNAN COS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MMC was reported at 0.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.82% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MMC stock page Sarasin & Partners LLP fund profile Sarasin & Partners LLP full holdings
How Sarasin & Partners LLP held MMC — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 412,712 -522,020 -55.8% 0.87% $71.6M 2026-04-13 $173.55
2025 Q4 ADDED — — — 934,732 +8,283 +0.9% 1.80% $173.4M 2026-01-08 $186.90
2025 Q3 ADDED — — — 926,449 +367,121 +65.6% 1.82% $185.5M 2025-10-10 $207.02
2025 Q2 INITIATED — — — 559,328 — — 1.22% $122.3M 2025-07-09 $214.17

🏢 Other funds also holding MMC

As of 2026 Q1 — sorted by position size

Navera Investment Management Ltd. 3Y 7.44% Cryder Capital Partners LLP 3Y 7Y 6.68% CINCINNATI INDEMNITY CO 3Y 7Y 4.57% NIPPON LIFE INSURANCE CO 3Y 7Y 4.46% JENSEN INVESTMENT MANAGEMENT INC 3Y 7Y 3.94% Mawer Investment Management Ltd. 3Y 7Y 3.9% London & Capital Asset Management Ltd 3Y 7Y 3.82% YCG, LLC 3Y 7Y 3.69% L1 Capital International Pty Ltd 3.65% Birch Hill Investment Advisors LLC 3Y 7Y 3.33%

FAQ About Sarasin & Partners LLP and MMC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sarasin & Partners LLP reported owning MMC?

Sarasin & Partners LLP reported MMC across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported MMC position in Sarasin & Partners LLP's portfolio?

The largest reported portfolio weight for MMC was 1.82% in 2025 Q3.

What is the latest reported MMC position on this page?

The most recent filing on this page is 2026 Q1, when Sarasin & Partners LLP reported 412,712 shares, equal to 0.87% of portfolio, with an estimated market value of $71.6M.

What does the chart on this MMC ownership page compare?

The chart compares Sarasin & Partners LLP's quarterly MMC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sarasin & Partners LLP time their MMC position?

Based on 13F filing dates vs. subsequent MMC price moves, Sarasin & Partners LLP correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on MMC relative to SPY over the holding period was -33.8%.

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