Letters by company

Marsh & McLennan Companies Inc

1 letter discussing MMC. Everything written about it on this site is on its ticker page.

Davenport Asset Management The Davenport Funds Quarterly Update, Fourth Quarter Update 2025 Davenport Funds argues that AI enthusiasm has left many speculative technology stocks expensive, while cyclicals and other neglected businesses offer more attractive valuations. The fund teams initiated Cintas, Marvell, Cooper, Carrier, Marsh and Eastman Chemical, trimmed expensive technology holdings, and exited Oracle, Alexandria Real Estate and HP. Fourth Quarter 2025 ARE $7.3BCARR $45BCOO $11B