Bridgewater Associates’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,132
| Closed | -$253K | – | 780 |
|
|
2024
Q3 | $253K | Sell |
1,132
-3,415
| -75% | -$762K | ﹤0.01% | 752 |
|
|
2024
Q2 | $958K | Buy |
+4,547
| New | +$958K | 0.01% | 668 |
|
|
2024
Q1 | – | Sell |
-49,271
| Closed | -$9.34M | – | 755 |
|
|
2023
Q4 | $9.34M | Buy |
49,271
+34,281
| +229% | +$6.5M | 0.05% | 250 |
|
|
2023
Q3 | $2.85M | Buy |
+14,990
| New | +$2.85M | 0.02% | 450 |
|
|
2023
Q1 | – | Sell |
-93,026
| Closed | -$15.4M | – | 826 |
|
|
2022
Q4 | $15.4M | Sell |
93,026
-4,607
| -5% | -$762K | 0.08% | 185 |
|
|
2022
Q3 | $14.6M | Buy |
+97,633
| New | +$14.6M | 0.07% | 190 |
|
|
2022
Q2 | – | Sell |
-195,565
| Closed | -$33.3M | – | 1039 |
|
|
2022
Q1 | $33.3M | Buy |
195,565
+110,868
| +131% | +$18.9M | 0.13% | 120 |
|
|
2021
Q4 | $14.7M | Buy |
84,697
+59,328
| +234% | +$10.3M | 0.09% | 150 |
|
|
2021
Q3 | $3.84M | Buy |
25,369
+23,802
| +1,519% | +$3.6M | 0.02% | 330 |
|
|
2021
Q2 | $220K | Buy |
+1,567
| New | +$220K | ﹤0.01% | 699 |
|
|
2020
Q2 | – | Sell |
-22,003
| Closed | -$1.9M | – | 469 |
|
|
2020
Q1 | $1.9M | Buy |
+22,003
| New | +$1.9M | 0.04% | 132 |
|
|
2018
Q1 | – | Sell |
-17,633
| Closed | -$1.44M | – | 486 |
|
|
2017
Q4 | $1.44M | Buy |
+17,633
| New | +$1.44M | 0.01% | 182 |
|
|
2017
Q3 | – | Sell |
-19,284
| Closed | -$1.5M | – | 355 |
|
|
2017
Q2 | $1.5M | Buy |
19,284
+4,540
| +31% | +$354K | 0.01% | 189 |
|
|
2017
Q1 | $1.09M | Buy |
14,744
+11,044
| +298% | +$816K | 0.01% | 190 |
|
|
2016
Q4 | $250K | Sell |
3,700
-16,200
| -81% | -$1.09M | ﹤0.01% | 260 |
|
|
2016
Q3 | $1.34M | Buy |
19,900
+1,010
| +5% | +$67.9K | 0.01% | 207 |
|
|
2016
Q2 | $1.29M | Sell |
18,890
-20,800
| -52% | -$1.42M | 0.02% | 223 |
|
|
2016
Q1 | $2.41M | Sell |
39,690
-25,500
| -39% | -$1.55M | 0.03% | 184 |
|
|
2015
Q4 | $3.62M | Buy |
65,190
+3,900
| +6% | +$216K | 0.05% | 144 |
|
|
2015
Q3 | $3.2M | Buy |
61,290
+45,043
| +277% | +$2.35M | 0.04% | 175 |
|
|
2015
Q2 | $921K | Buy |
+16,247
| New | +$921K | 0.01% | 234 |
|
|
2015
Q1 | – | Sell |
-48,947
| Closed | -$2.8M | – | 374 |
|
|
2014
Q4 | $2.8M | Buy |
48,947
+2,249
| +5% | +$129K | 0.02% | 171 |
|
|
2014
Q3 | $2.44M | Buy |
+46,698
| New | +$2.44M | 0.02% | 158 |
|
|
2014
Q2 | – | Sell |
-13,485
| Closed | -$665K | – | 350 |
|
|
2014
Q1 | $665K | Buy |
+13,485
| New | +$665K | 0.01% | 266 |
|