Brown Advisory’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 | $15M | Sell |
68,584
-360
| -0.5% | -$78.7K | 0.02% | 350 |
|
|
2025
Q1 | $16.8M | Sell |
68,944
-187
| -0.3% | -$45.6K | 0.02% | 332 |
|
|
2024
Q4 | $14.7M | Buy |
69,131
+3,669
| +6% | +$779K | 0.02% | 368 |
|
|
2024
Q3 | $14.6M | Buy |
65,462
+1,173
| +2% | +$262K | 0.02% | 359 |
|
|
2024
Q2 | $13.5M | Buy |
64,289
+8,033
| +14% | +$1.69M | 0.02% | 374 |
|
|
2024
Q1 | $11.6M | Sell |
56,256
-932
| -2% | -$192K | 0.02% | 401 |
|
|
2023
Q4 | $10.8M | Sell |
57,188
-790
| -1% | -$150K | 0.02% | 398 |
|
|
2023
Q3 | $11M | Sell |
57,978
-1,059
| -2% | -$202K | 0.02% | 375 |
|
|
2023
Q2 | $11.1M | Sell |
59,037
-419
| -0.7% | -$78.8K | 0.02% | 387 |
|
|
2023
Q1 | $9.9M | Buy |
59,456
+301
| +0.5% | +$50.1K | 0.02% | 394 |
|
|
2022
Q4 | $9.79M | Buy |
59,155
+1,834
| +3% | +$303K | 0.02% | 393 |
|
|
2022
Q3 | $8.56M | Buy |
57,321
+882
| +2% | +$132K | 0.02% | 387 |
|
|
2022
Q2 | $8.76M | Sell |
56,439
-1,198
| -2% | -$186K | 0.02% | 392 |
|
|
2022
Q1 | $9.82M | Sell |
57,637
-9,390
| -14% | -$1.6M | 0.01% | 388 |
|
|
2021
Q4 | $11.7M | Buy |
67,027
+12,752
| +23% | +$2.22M | 0.01% | 382 |
|
|
2021
Q3 | $8.22M | Sell |
54,275
-2,087
| -4% | -$316K | 0.01% | 392 |
|
|
2021
Q2 | $7.93M | Sell |
56,362
-2,067
| -4% | -$291K | 0.01% | 407 |
|
|
2021
Q1 | $7.12M | Sell |
58,429
-4,989
| -8% | -$608K | 0.01% | 411 |
|
|
2020
Q4 | $7.42M | Buy |
63,418
+1,377
| +2% | +$161K | 0.01% | 378 |
|
|
2020
Q3 | $7.12M | Buy |
62,041
+190
| +0.3% | +$21.8K | 0.01% | 359 |
|
|
2020
Q2 | $6.64M | Buy |
61,851
+1,683
| +3% | +$181K | 0.02% | 361 |
|
|
2020
Q1 | $5.2M | Sell |
60,168
-786
| -1% | -$68K | 0.02% | 366 |
|
|
2019
Q4 | $6.79M | Sell |
60,954
-282
| -0.5% | -$31.4K | 0.02% | 381 |
|
|
2019
Q3 | $6.13M | Sell |
61,236
-5,301
| -8% | -$530K | 0.02% | 378 |
|
|
2019
Q2 | $6.64M | Sell |
66,537
-158,500
| -70% | -$15.8M | 0.02% | 375 |
|
|
2019
Q1 | $21.1M | Sell |
225,037
-6,887
| -3% | -$647K | 0.06% | 239 |
|
|
2018
Q4 | $18.5M | Buy |
231,924
+145
| +0.1% | +$11.6K | 0.06% | 241 |
|
|
2018
Q3 | $19.2M | Buy |
231,779
+973
| +0.4% | +$80.5K | 0.05% | 255 |
|
|
2018
Q2 | $18.9M | Buy |
230,806
+62,911
| +37% | +$5.16M | 0.06% | 249 |
|
|
2018
Q1 | $13.9M | Sell |
167,895
-25,520
| -13% | -$2.11M | 0.04% | 269 |
|
|
2017
Q4 | $15.7M | Sell |
193,415
-1,950
| -1% | -$159K | 0.05% | 259 |
|
|
2017
Q3 | $16.4M | Buy |
195,365
+9,532
| +5% | +$799K | 0.05% | 248 |
|
|
2017
Q2 | $14.5M | Buy |
185,833
+1,906
| +1% | +$149K | 0.04% | 260 |
|
|
2017
Q1 | $13.6M | Buy |
183,927
+24,927
| +16% | +$1.84M | 0.05% | 257 |
|
|
2016
Q4 | $10.7M | Buy |
159,000
+5,095
| +3% | +$344K | 0.04% | 274 |
|
|
2016
Q3 | $10.4M | Buy |
153,905
+6,628
| +5% | +$446K | 0.04% | 281 |
|
|
2016
Q2 | $10.1M | Buy |
147,277
+18,845
| +15% | +$1.29M | 0.04% | 281 |
|
|
2016
Q1 | $7.81M | Buy |
128,432
+27,351
| +27% | +$1.66M | 0.03% | 303 |
|
|
2015
Q4 | $5.61M | Buy |
101,081
+3,498
| +4% | +$194K | 0.02% | 350 |
|
|
2015
Q3 | $5.1M | Buy |
97,583
+8,324
| +9% | +$435K | 0.02% | 354 |
|
|
2015
Q2 | $5.06M | Sell |
89,259
-1,645
| -2% | -$93.3K | 0.02% | 346 |
|
|
2015
Q1 | $5.1M | Buy |
90,904
+11,895
| +15% | +$667K | 0.02% | 345 |
|
|
2014
Q4 | $4.52M | Buy |
79,009
+3,835
| +5% | +$219K | 0.01% | 359 |
|
|
2014
Q3 | $3.93M | Buy |
75,174
+1,618
| +2% | +$84.7K | 0.01% | 360 |
|
|
2014
Q2 | $3.81M | Sell |
73,556
-5,839
| -7% | -$303K | 0.01% | 365 |
|
|
2014
Q1 | $3.91M | Sell |
79,395
-152
| -0.2% | -$7.49K | 0.01% | 356 |
|
|
2013
Q4 | $3.85M | Buy |
79,547
+2,909
| +4% | +$141K | 0.01% | 348 |
|
|
2013
Q3 | $3.34M | Buy |
76,638
+15,102
| +25% | +$658K | 0.01% | 354 |
|
|
2013
Q2 | $2.46M | Buy |
+61,536
| New | +$2.46M | 0.01% | 374 |
|