CIM
CCLA Investment Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Buy |
641,509
+40,136
| +7% | +$8.78K | 0.11% | 20 |
|
|
2025
Q1 | $147M | Buy |
601,373
+52,827
| +10% | +$12.9M | 2.6% | 11 |
|
|
2024
Q4 | $117M | Buy |
548,546
+52,219
| +11% | +$11.1M | 1.85% | 27 |
|
|
2024
Q3 | $105M | Hold |
496,327
| – | – | 1.61% | 33 |
|
|
2024
Q2 | $105M | Buy |
496,327
+50,039
| +11% | +$10.5M | 1.61% | 33 |
|
|
2024
Q1 | $91.9M | Buy |
446,288
+116,094
| +35% | +$23.9M | 1.41% | 40 |
|
|
2023
Q4 | $62.4M | Buy |
330,194
+2,539
| +0.8% | +$480K | 1.02% | 54 |
|
|
2023
Q3 | $62.4M | Buy |
327,655
+351
| +0.1% | +$66.9K | 1.17% | 46 |
|
|
2023
Q2 | $61.5M | Buy |
327,304
+3,425
| +1% | +$644K | 1.1% | 53 |
|
|
2023
Q1 | $53.9M | Hold |
323,879
| – | – | 1.06% | 53 |
|
|
2022
Q4 | $53.6M | Sell |
323,879
-39,640
| -11% | -$6.56M | 1.21% | 48 |
|
|
2022
Q3 | $54.4M | Buy |
+363,519
| New | +$54.4M | 1.31% | 42 |
|
|
2022
Q1 | $93.2M | Buy |
546,528
+23,418
| +4% | +$3.99M | 1.68% | 27 |
|
|
2021
Q4 | $90.9M | Buy |
523,110
+16,197
| +3% | +$2.81M | 1.49% | 38 |
|
|
2021
Q3 | $76.8M | Buy |
506,913
+3,170
| +0.6% | +$480K | 1.27% | 43 |
|
|
2021
Q2 | $70.9K | Buy |
503,743
+2,548
| +0.5% | +$358 | 0.86% | 45 |
|
|
2021
Q1 | $61.1M | Buy |
501,195
+19,997
| +4% | +$2.44M | 1.22% | 40 |
|
|
2020
Q4 | $55.7M | Buy |
+481,198
| New | +$55.7M | 1.25% | 45 |
|