Carlson Capital’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$202K Buy
2018
Q2
Sell
2018
Q1
$26.2M Sell
2017
Q4
$31.2M Buy
2017
Q3
$22.3M Buy
2017
Q2
$4.67M Sell
2017
Q1
$7.63M Sell
2016
Q4
$13.8M Buy