AlTi Global’s Marsh & McLennan MMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-982	Closed	-$207K	–	400
2024 Q2	$207K	Sell	982 -1,613	-62%	-$340K	0.01%	367
2024 Q1	$535K	Buy	2,595 +871	+51%	+$179K	0.01%	241
2023 Q4	$327K	Buy	+1,724	New	+$327K	0.01%	284