Bank of Montreal’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 | $124M | Sell |
567,020
-285,453
| -33% | -$62.4M | 0.06% | 221 |
|
|
2025
Q1 | $208M | Sell |
852,473
-152,071
| -15% | -$37.1M | 0.1% | 140 |
|
|
2024
Q4 | $213M | Sell |
1,004,544
-304,283
| -23% | -$64.6M | 0.1% | 142 |
|
|
2024
Q3 | $293M | Buy |
1,308,827
+95,921
| +8% | +$21.5M | 0.13% | 126 |
|
|
2024
Q2 | $260M | Buy |
1,212,906
+35,135
| +3% | +$7.54M | 0.08% | 136 |
|
|
2024
Q1 | $242M | Sell |
1,177,771
-196,001
| -14% | -$40.3M | 0.07% | 141 |
|
|
2023
Q4 | $260M | Buy |
1,373,772
+580,753
| +73% | +$110M | 0.08% | 127 |
|
|
2023
Q3 | $156M | Sell |
793,019
-68,831
| -8% | -$13.5M | 0.05% | 173 |
|
|
2023
Q2 | $162M | Buy |
861,850
+272,899
| +46% | +$51.4M | 0.06% | 165 |
|
|
2023
Q1 | $98.1M | Sell |
588,951
-62,378
| -10% | -$10.4M | 0.04% | 225 |
|
|
2022
Q4 | $109M | Sell |
651,329
-451,675
| -41% | -$75.4M | 0.05% | 213 |
|
|
2022
Q3 | $166K | Buy |
1,103,004
+564,787
| +105% | +$85.2K | 0.07% | 135 |
|
|
2022
Q2 | $85.5K | Sell |
538,217
-11,234
| -2% | -$1.79K | 0.04% | 238 |
|
|
2022
Q1 | $94.5M | Sell |
549,451
-375,653
| -41% | -$64.6M | 0.05% | 247 |
|
|
2021
Q4 | $161M | Sell |
925,104
-145,461
| -14% | -$25.2M | 0.09% | 182 |
|
|
2021
Q3 | $166M | Buy |
1,070,565
+317,393
| +42% | +$49.2M | 0.08% | 214 |
|
|
2021
Q2 | $106M | Buy |
753,172
+147,681
| +24% | +$20.8M | 0.05% | 278 |
|
|
2021
Q1 | $75.6M | Sell |
605,491
-83,473
| -12% | -$10.4M | 0.05% | 301 |
|
|
2020
Q4 | $77.6M | Buy |
688,964
+94,895
| +16% | +$10.7M | 0.05% | 285 |
|
|
2020
Q3 | $68.2M | Buy |
594,069
+59,459
| +11% | +$6.83M | 0.06% | 258 |
|
|
2020
Q2 | $57.9M | Sell |
534,610
-3,118
| -0.6% | -$337K | 0.05% | 275 |
|
|
2020
Q1 | $44.5M | Sell |
537,728
-200,248
| -27% | -$16.6M | 0.05% | 279 |
|
|
2019
Q4 | $82.2M | Buy |
737,976
+46,953
| +7% | +$5.23M | 0.06% | 274 |
|
|
2019
Q3 | $69.1M | Buy |
691,023
+23,441
| +4% | +$2.35M | 0.06% | 263 |
|
|
2019
Q2 | $66.6M | Buy |
667,582
+43,890
| +7% | +$4.38M | 0.06% | 283 |
|
|
2019
Q1 | $58.6M | Buy |
623,692
+70,274
| +13% | +$6.6M | 0.05% | 300 |
|
|
2018
Q4 | $44.1M | Sell |
553,418
-114,708
| -17% | -$9.15M | 0.04% | 331 |
|
|
2018
Q3 | $55.3M | Buy |
668,126
+57,081
| +9% | +$4.72M | 0.04% | 334 |
|
|
2018
Q2 | $50.1M | Buy |
611,045
+17,808
| +3% | +$1.46M | 0.04% | 330 |
|
|
2018
Q1 | $49M | Sell |
593,237
-47,734
| -7% | -$3.94M | 0.04% | 356 |
|
|
2017
Q4 | $52.2M | Buy |
640,971
+49,346
| +8% | +$4.02M | 0.05% | 338 |
|
|
2017
Q3 | $49.6M | Sell |
591,625
-145,734
| -20% | -$12.2M | 0.05% | 338 |
|
|
2017
Q2 | $57.5M | Buy |
737,359
+41,732
| +6% | +$3.25M | 0.06% | 296 |
|
|
2017
Q1 | $51.4M | Buy |
695,627
+28,451
| +4% | +$2.1M | 0.05% | 297 |
|
|
2016
Q4 | $46.2M | Buy |
667,176
+108,687
| +19% | +$7.53M | 0.05% | 307 |
|
|
2016
Q3 | $37.6M | Buy |
558,489
+5,244
| +0.9% | +$353K | 0.04% | 341 |
|
|
2016
Q2 | $37.9M | Buy |
553,245
+264,138
| +91% | +$18.1M | 0.04% | 333 |
|
|
2016
Q1 | $17.6M | Sell |
289,107
-65,600
| -18% | -$3.99M | 0.02% | 514 |
|
|
2015
Q4 | $19.7M | Buy |
354,707
+80,724
| +29% | +$4.48M | 0.02% | 470 |
|
|
2015
Q3 | $14.3M | Sell |
273,983
-276,982
| -50% | -$14.5M | 0.02% | 548 |
|
|
2015
Q2 | $31.2M | Buy |
550,965
+282,217
| +105% | +$16M | 0.04% | 375 |
|
|
2015
Q1 | $15.1M | Buy |
268,748
+73,019
| +37% | +$4.1M | 0.02% | 600 |
|
|
2014
Q4 | $11.2M | Buy |
195,729
+27,724
| +17% | +$1.59M | 0.01% | 684 |
|
|
2014
Q3 | $8.79M | Buy |
168,005
+61,975
| +58% | +$3.24M | 0.01% | 743 |
|
|
2014
Q2 | $5.5M | Buy |
106,030
+35,911
| +51% | +$1.86M | 0.01% | 890 |
|
|
2014
Q1 | $3.46M | Buy |
70,119
+442
| +0.6% | +$21.8K | ﹤0.01% | 891 |
|
|
2013
Q4 | $3.37M | Sell |
69,677
-3,389
| -5% | -$164K | ﹤0.01% | 876 |
|
|
2013
Q3 | $3.18M | Sell |
73,066
-55,602
| -43% | -$2.42M | ﹤0.01% | 837 |
|
|
2013
Q2 | $5.14M | Buy |
+128,668
| New | +$5.14M | 0.01% | 658 |
|