Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Marsh & Mclennan Cos Inc (MMC)

1K + Investors. Track Smart Money conviction in MMC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -51
Streak
2Q ▼
Buyers last Q
43%

Smart Money Signals — MMC

Based on 1492 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their MMC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
1,492 funds currently hold this stock — 94% of the 3.0-year high of 1,595 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
92 fewer hedge funds hold MMC compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 43% buying

636 buying853 selling
Last quarter: 853 funds reduced or exited vs 636 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~150 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 155 → 220 → 150 → 150. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 16% medium ■ 14% new
1,041 out of 1,492 hedge funds have held MMC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

139 → 155 → 220 → 150 → 150 new funds/Q
New funds entering each quarter: 155 → 220 → 150 → 150. MMC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 72% veterans vs 18% newcomers

■ 72% veterans ■ 10% 1-2yr ■ 18% new
Entry-cohort mix of 1,514 holders: 1,090 (72%) are 2+ year veterans, 157 entered 1–2 years ago, and 267 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
72 of 1487 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in MMC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MMC

In 2026 Q2, 636 hedge funds were net buyers of MMC (150 opened a new position, 486 added to an existing one), while 853 reduced or exited (652 trimmed, 201 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 66% of total institutional value in MMC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -51 funds (more exits than new entries). Total institutional holders: 1492.

Hedge Fund Ownership: MMC

How many hedge funds hold MMC — quarterly history vs. share price
Quarterly hedge fund ownership of MMC vs. share price

Market Analysis: MMC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MMC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Marsh & Mclennan Cos Inc (MMC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MMC has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 51d ago
MMC
+13.6%
SPY
-0.2%

MMC outperformed SPY by +13.8% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 6d ago
MMC
+0.8%
SPY
+0.2%

Since the filing became public, MMC outperformed SPY by +0.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

42 top-rated funds 5 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: MMC
1K + Investors

Track Smart Money conviction in MMC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1487 1543 -3.63%
13F Shares 450M 439M 2.44%
Total Value $68.92B $72.73B -5.24%
New Positions 150 150 -
Increased Positions 481 603 -122
Closed Positions 201 183 +18
Reduced Positions 643 578 +65
Total Calls 13 14 -7.14%
Total Puts 12 18 -33.33%
PUT/CALL Ratio 0.92 1.29 Neutral

Statistics: MMC

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MMC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MMC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cryder Capital Partners LLP 6.82% 649,418 $108.2M
2 Navera Investment Management Ltd. 6.78% 1,517,459 $252.8M
3 EdgePoint Investment Group Inc. 4.81% 3,820,196 $636.7M
4 Cincinnati Indemnity Co 4.30% 10,596 $1.8M
5 Jensen Investment Management Inc 3.98% 984,904 $164.2M
6 Black Creek Investment Management Inc. 3.60% 384,597 $64.1M
7 Ycg, LLC 3.44% 234,676 $39.1M
8 L1 Capital International Pty Ltd 3.33% 340,997 $56.8M
9 W1M Asset Management Ltd 3.19% 2,090,489 $348.2M
10 Birch Hill Investment Advisors LLC 2.77% 410,233 $68.4M
11 Foyston, Gordon & Payne Inc 2.59% 72,278 $12.1M
12 Caden Capital Partners, LP 2.57% 1,278 $213K
13 Waycross Partners, LLC 2.48% 174,637 $29.1M
14 Ninety One North America, Inc. 2.33% 298,768 $49.8M
15 Focused Investors LLC 2.27% 404,300 $67.4M
16 Mcrae Capital Management Inc 2.25% 68,475 $11.4M
17 Avity Investment Management INC. 2.24% 210,658 $35.1M
18 Mawer Investment Management Ltd. 2.12% 1,871,159 $311.9M
19 Torray Investment Partners LLC 2.08% 92,694 $15.4M
20 Harrington Investments, INC 2.05% 25,436 $4.2M
21 Artisan Partners Limited Partnership 1.92% 7,269,246 $1.21B
22 Harris Associates L P 1.92% 8,687,496 $1.45B
23 Bennett Selby Investments LP 1.91% 35,903 $6.0M
24 Scharf Investments, LLC 1.90% 344,395 $57.4M
25 Running Oak Capital LLC 1.76% 62,053 $10.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Marsh & Mclennan Cos Inc (MMC)

What does the Smart Money Trend signal show for MMC?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their MMC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MMC?

More sellers than buyers — 43% buying: Last quarter: 853 funds reduced or exited vs 636 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MMC holders?

Elite ownership — 66% AUM from top-100 funds: 72 of 1487 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in MMC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MMC?

70% of holders stayed for 2+ years: 1,041 out of 1,492 hedge funds have held MMC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Marsh & Mclennan Cos Inc (MMC) following the 2026 Q2 hedge fund 13F filings?

As of today, MMC has moved +0.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.6%. Since the quarter end (June 30, 2026), MMC has gained +13.6% vs -0.2% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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