Brinker Capital Investments’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 | $12.1M | Buy |
55,502
+398
| +0.7% | +$87K | 0.1% | 178 |
|
|
2025
Q1 | $13.4M | Buy |
55,104
+2,060
| +4% | +$503K | 0.13% | 138 |
|
|
2024
Q4 | $11.3M | Sell |
53,044
-209
| -0.4% | -$44.4K | 0.11% | 167 |
|
|
2024
Q3 | $11.9M | Sell |
53,253
-2,693
| -5% | -$601K | 0.12% | 166 |
|
|
2024
Q2 | $11.8M | Sell |
55,946
-1,071
| -2% | -$226K | 0.12% | 155 |
|
|
2024
Q1 | $11.7M | Sell |
57,017
-1,853
| -3% | -$382K | 0.13% | 165 |
|
|
2023
Q4 | $11.3M | Sell |
58,870
-1,355
| -2% | -$260K | 0.13% | 160 |
|
|
2023
Q3 | $11.5M | Sell |
60,225
-4,697
| -7% | -$894K | 0.14% | 150 |
|
|
2023
Q2 | $12.2M | Buy |
64,922
+1,833
| +3% | +$345K | 0.13% | 152 |
|
|
2023
Q1 | $3.47M | Buy |
63,089
+11,167
| +22% | +$615K | 0.04% | 371 |
|
|
2022
Q4 | $8.59M | Sell |
51,922
-6,885
| -12% | -$1.14M | 0.17% | 123 |
|
|
2022
Q3 | $8.78M | Sell |
58,807
-641
| -1% | -$95.7K | 0.18% | 113 |
|
|
2022
Q2 | $9.23M | Buy |
59,448
+248
| +0.4% | +$38.5K | 0.17% | 123 |
|
|
2022
Q1 | $10.1M | Buy |
59,200
+131
| +0.2% | +$22.3K | 0.16% | 141 |
|
|
2021
Q4 | $10.3M | Buy |
59,069
+6,178
| +12% | +$1.07M | 0.15% | 141 |
|
|
2021
Q3 | $7.5M | Sell |
52,891
-130
| -0.2% | -$18.4K | 0.12% | 177 |
|
|
2021
Q2 | $7.46M | Buy |
53,021
+4,765
| +10% | +$670K | 0.1% | 219 |
|
|
2021
Q1 | $5.88M | Buy |
48,256
+19,460
| +68% | +$2.37M | 0.09% | 238 |
|
|
2020
Q4 | $3.37M | Sell |
28,796
-54,741
| -66% | -$6.4M | 0.05% | 427 |
|
|
2020
Q3 | $9.58M | Buy |
+83,537
| New | +$9.58M | 0.16% | 150 |
|
|
2020
Q1 | – | Sell |
-107
| Closed | -$12K | – | 577 |
|
|
2019
Q4 | $12K | Hold |
107
| – | – | ﹤0.01% | 551 |
|
|
2019
Q3 | $11K | Sell |
107
-2,405
| -96% | -$247K | ﹤0.01% | 565 |
|
|
2019
Q2 | $251K | Hold |
2,512
| – | – | 0.01% | 351 |
|
|
2019
Q1 | $236K | Hold |
2,512
| – | – | 0.01% | 324 |
|
|
2018
Q4 | $200K | Sell |
2,512
-1
| -0% | -$80 | 0.01% | 316 |
|
|
2018
Q3 | $208K | Buy |
2,513
+2,512
| +251,200% | +$208K | 0.01% | 295 |
|
|
2018
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 637 |
|
|
2018
Q1 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 573 |
|
|
2017
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 568 |
|
|
2017
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 595 |
|
|
2017
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 498 |
|
|
2016
Q4 | – | Sell |
-5
| Closed | – | – | 585 |
|
|
2016
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 576 |
|
|
2016
Q1 | – | Sell |
-12
| Closed | -$1K | – | 586 |
|
|
2015
Q4 | $1K | Buy |
12
+8
| +200% | +$667 | ﹤0.01% | 523 |
|
|
2015
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 497 |
|
|
2015
Q1 | – | Sell |
-201
| Closed | -$12K | – | 449 |
|
|
2014
Q4 | $12K | Hold |
201
| – | – | ﹤0.01% | 354 |
|
|
2014
Q3 | $11K | Buy |
+201
| New | +$11K | ﹤0.01% | 325 |
|