Bristol Gate Capital Partners’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 | $78.2M | Sell |
357,669
-82,679
| -19% | -$18.1M | 4.45% | 12 |
|
|
2025
Q1 | $107M | Buy |
440,348
+2,892
| +0.7% | +$706K | 5.25% | 3 |
|
|
2024
Q4 | $92.9M | Sell |
437,456
-3,293
| -0.7% | -$699K | 4.52% | 12 |
|
|
2024
Q3 | $98.3M | Sell |
440,749
-1,916
| -0.4% | -$427K | 4.5% | 14 |
|
|
2024
Q2 | $93.3M | Sell |
442,665
-19,219
| -4% | -$4.05M | 4.62% | 9 |
|
|
2024
Q1 | $95.1M | Buy |
+461,884
| New | +$95.1M | 4.47% | 14 |
|