Berkshire Asset 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
$491K Sell
2,244
-166
-7% -$36.3K 0.02% 187
2025
Q1
$550K Buy
2,410
+545
+29% +$124K 0.03% 177
2024
Q4
$408K Buy
1,865
+182
+11% +$39.9K 0.02% 210
2024
Q3
$355K Hold
1,683
0.02% 215
2024
Q2
$355K Buy
+1,683
New +$355K 0.02% 215