Bancreek 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 | $3.91M | Buy |
17,864
+1,326
| +8% | +$290K | 6.7% | 11 |
|
|
2025
Q1 | $4.04M | Sell |
16,538
-10,882
| -40% | -$2.66M | 6.04% | 13 |
|
|
2024
Q4 | $5.82M | Sell |
27,420
-12,312
| -31% | -$2.62M | 5.68% | 7 |
|
|
2024
Q3 | $8.86M | Buy |
39,732
+3,756
| +10% | +$838K | 5.59% | 9 |
|
|
2024
Q2 | $7.58M | Buy |
35,976
+538
| +2% | +$113K | 5.92% | 6 |
|
|
2024
Q1 | $7.3M | Buy |
+35,438
| New | +$7.3M | 5.44% | 8 |
|