Birch Hill Investment Advisors’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 | $93.3M | Sell |
426,623
-3,865
| -0.9% | -$845K | 4.14% | 4 |
|
|
2025
Q1 | $105M | Buy |
430,488
+377
| +0.1% | +$92K | 4.98% | 4 |
|
|
2024
Q4 | $91.4M | Sell |
430,111
-1,320
| -0.3% | -$280K | 4.25% | 5 |
|
|
2024
Q3 | $96.2M | Sell |
431,431
-2,612
| -0.6% | -$583K | 4.52% | 5 |
|
|
2024
Q2 | $91.5M | Sell |
434,043
-3,538
| -0.8% | -$746K | 4.42% | 5 |
|
|
2024
Q1 | $90.1M | Sell |
437,581
-500
| -0.1% | -$103K | 4.39% | 5 |
|
|
2023
Q4 | $83M | Sell |
438,081
-121
| -0% | -$22.9K | 4.42% | 5 |
|
|
2023
Q3 | $83.4M | Buy |
438,202
+2,603
| +0.6% | +$495K | 4.97% | 3 |
|
|
2023
Q2 | $81.9M | Sell |
435,599
-1,720
| -0.4% | -$323K | 4.7% | 3 |
|
|
2023
Q1 | $72.8M | Sell |
437,319
-15,008
| -3% | -$2.5M | 4.53% | 3 |
|
|
2022
Q4 | $74.9M | Sell |
452,327
-4,363
| -1% | -$722K | 4.77% | 3 |
|
|
2022
Q3 | $68.2M | Sell |
456,690
-18,404
| -4% | -$2.75M | 4.61% | 2 |
|
|
2022
Q2 | $73.8M | Sell |
475,094
-22,265
| -4% | -$3.46M | 4.61% | 2 |
|
|
2022
Q1 | $84.8M | Sell |
497,359
-30,294
| -6% | -$5.16M | 4.53% | 4 |
|
|
2021
Q4 | $91.7M | Sell |
527,653
-13,676
| -3% | -$2.38M | 4.54% | 3 |
|
|
2021
Q3 | $82M | Sell |
541,329
-9,118
| -2% | -$1.38M | 4.41% | 4 |
|
|
2021
Q2 | $77.4M | Sell |
550,447
-4,705
| -0.8% | -$662K | 4.16% | 4 |
|
|
2021
Q1 | $67.6M | Sell |
555,152
-4,160
| -0.7% | -$507K | 3.85% | 5 |
|
|
2020
Q4 | $65.4M | Buy |
559,312
+5,184
| +0.9% | +$607K | 3.91% | 7 |
|
|
2020
Q3 | $63.6M | Sell |
554,128
-6,825
| -1% | -$783K | 4.23% | 5 |
|
|
2020
Q2 | $60.2M | Sell |
560,953
-1,199
| -0.2% | -$129K | 4.42% | 5 |
|
|
2020
Q1 | $48.6M | Sell |
562,152
-3,195
| -0.6% | -$276K | 4.26% | 7 |
|
|
2019
Q4 | $63M | Sell |
565,347
-1,174
| -0.2% | -$131K | 4.16% | 4 |
|
|
2019
Q3 | $56.7M | Sell |
566,521
-13,154
| -2% | -$1.32M | 4.09% | 4 |
|
|
2019
Q2 | $57.8M | Sell |
579,675
-862
| -0.1% | -$86K | 4.27% | 4 |
|
|
2019
Q1 | $54.5M | Sell |
580,537
-18,531
| -3% | -$1.74M | 4.15% | 4 |
|
|
2018
Q4 | $47.8M | Sell |
599,068
-8,872
| -1% | -$708K | 4.16% | 4 |
|
|
2018
Q3 | $50.3M | Buy |
607,940
+925
| +0.2% | +$76.5K | 3.68% | 5 |
|
|
2018
Q2 | $49.8M | Buy |
607,015
+1,149
| +0.2% | +$94.2K | 3.95% | 4 |
|
|
2018
Q1 | $50M | Buy |
605,866
+1,000
| +0.2% | +$82.6K | 4.15% | 4 |
|
|
2017
Q4 | $49.2M | Sell |
604,866
-4,280
| -0.7% | -$348K | 4.07% | 4 |
|
|
2017
Q3 | $51.1M | Sell |
609,146
-8,855
| -1% | -$742K | 4.44% | 1 |
|
|
2017
Q2 | $48.2M | Sell |
618,001
-7,255
| -1% | -$566K | 4.27% | 1 |
|
|
2017
Q1 | $46.2M | Sell |
625,256
-1,102
| -0.2% | -$81.4K | 3.94% | 4 |
|
|
2016
Q4 | $42.3M | Buy |
626,358
+2,685
| +0.4% | +$181K | 3.85% | 5 |
|
|
2016
Q3 | $41.9M | Sell |
623,673
-1,440
| -0.2% | -$96.8K | 3.89% | 3 |
|
|
2016
Q2 | $42.8M | Buy |
625,113
+9,538
| +2% | +$653K | 4.21% | 2 |
|
|
2016
Q1 | $37.4M | Sell |
615,575
-810
| -0.1% | -$49.2K | 3.94% | 4 |
|
|
2015
Q4 | $34.2M | Buy |
616,385
+5,400
| +0.9% | +$299K | 3.57% | 7 |
|
|
2015
Q3 | $31.9M | Buy |
610,985
+2,325
| +0.4% | +$121K | 3.48% | 7 |
|
|
2015
Q2 | $34.5M | Sell |
608,660
-10,042
| -2% | -$569K | 3.54% | 5 |
|
|
2015
Q1 | $34.7M | Sell |
618,702
-30,928
| -5% | -$1.73M | 3.55% | 5 |
|
|
2014
Q4 | $37.2M | Sell |
649,630
-33,814
| -5% | -$1.94M | 3.76% | 4 |
|
|
2014
Q3 | $35.8M | Sell |
683,444
-92,845
| -12% | -$4.86M | 3.73% | 3 |
|
|
2014
Q2 | $40.2M | Sell |
776,289
-35,029
| -4% | -$1.82M | 4.21% | 2 |
|
|
2014
Q1 | $40M | Sell |
811,318
-18,685
| -2% | -$921K | 4.31% | 1 |
|
|
2013
Q4 | $40.1M | Sell |
830,003
-29,630
| -3% | -$1.43M | 4.29% | 1 |
|
|
2013
Q3 | $37.4M | Sell |
859,633
-3,932
| -0.5% | -$171K | 4.43% | 2 |
|
|
2013
Q2 | $34.5M | Buy |
+863,565
| New | +$34.5M | 4.32% | 1 |
|