Advisors Capital Management’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$492K Sell
2,251
-166
-7% -$36.3K 0.01% 380
2025
Q1
$590K Buy
2,417
+225
+10% +$54.9K 0.01% 338
2024
Q4
$466K Buy
2,192
+442
+25% +$93.9K 0.01% 385
2024
Q3
$391K Buy
1,750
+65
+4% +$14.5K 0.01% 390
2024
Q2
$355K Buy
1,685
+288
+21% +$60.7K 0.01% 398
2024
Q1
$288K Buy
+1,397
New +$288K 0.01% 417
2022
Q2
Sell
-1,462
Closed -$249K 450
2022
Q1
$249K Buy
+1,462
New +$249K 0.01% 390