Brentview Investment 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
$3.87M Sell
17,703
-293
-2% -$64.1K 1.95% 28
2025
Q1
$4.39M Buy
17,996
+883
+5% +$215K 2.34% 17
2024
Q4
$3.63M Buy
+17,113
New +$3.63M 2.07% 22