Current position

Ray Dalio’s Marsh & Mclennan Cos Inc (MRSH) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Bridgewater Associates, LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2009Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares329.25KHighest verified quarter-end share count
Quarters reported31Verified quarters with shares above zero
What happened?

Bridgewater Associates, LP first reported Marsh & Mclennan Cos Inc in Q2 2009. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Bridgewater Associates, LP currently reports 17.95K shares. The latest verified filing showed: New position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
New position+17.95K shares · 17.95K shares reported
Filing context

Quarter-end price $166.67 · Estimated holding basis $166.67

Q1 2026
Sold the entire position−25.78K shares · No shares reported at quarter-end
Q4 2025
Sold 58.5% of the position−36.29K shares · 25.78K shares remained
Filing context

Quarter-end price $185.52 · Estimated holding basis $201.53

Q3 2025
New position+62.07K shares · 62.07K shares reported
Filing context

Quarter-end price $201.53 · Estimated holding basis $201.53

Q4 2024
Sold the entire position−1.13K shares · No shares reported at quarter-end
Q3 2024
Sold 75.1% of the position−3.42K shares · 1.13K shares remained
Filing context

Quarter-end price $223.09 · Estimated holding basis $210.72

Portfolio importance

How important is Marsh & Mclennan Cos Inc in Bridgewater Associates, LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.0%Q2 2026
Current rank#591of 997 reported positions
Peak portfolio weight0.2%Q2 2009
Best historical rank#10Q2 2009
At peak importanceQ2 2009
MRSH
0.2%
Largest holding
60.5%
Cross-investor discovery

Who else owns Marsh & Mclennan Cos Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
MRSH0.1% of reported portfolio
Explore Marsh & Mclennan Cos Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$179.762026-09-15

Market context only; not an investor transaction price.

Latest filing quarter-end price$166.67Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$166.67Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Bridgewater Associates, LP’s Form 13F disclosures, not Ray Dalio’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.