Cerity 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 | $69.5M | Buy |
317,894
+56,931
| +22% | +$12.4M | 0.12% | 159 |
|
|
2025
Q1 | $63.7M | Buy |
260,963
+135,306
| +108% | +$33M | 0.13% | 154 |
|
|
2024
Q4 | $27M | Sell |
125,657
-5,029
| -4% | -$1.08M | 0.06% | 265 |
|
|
2024
Q3 | $29.2M | Buy |
130,686
+32,312
| +33% | +$7.21M | 0.06% | 251 |
|
|
2024
Q2 | $20.7M | Sell |
98,374
-9,223
| -9% | -$1.94M | 0.05% | 274 |
|
|
2024
Q1 | $22.2M | Buy |
107,597
+32,508
| +43% | +$6.7M | 0.06% | 273 |
|
|
2023
Q4 | $14.2M | Buy |
75,089
+43,329
| +136% | +$8.21M | 0.05% | 307 |
|
|
2023
Q3 | $6.04M | Sell |
31,760
-27,018
| -46% | -$5.14M | 0.03% | 381 |
|
|
2023
Q2 | $11.1M | Sell |
58,778
-9,820
| -14% | -$1.85M | 0.04% | 331 |
|
|
2023
Q1 | $12.3M | Buy |
68,598
+4,110
| +6% | +$735K | 0.03% | 325 |
|
|
2022
Q4 | $11M | Buy |
64,488
+7,075
| +12% | +$1.2M | 0.07% | 245 |
|
|
2022
Q3 | $8.57M | Buy |
57,413
+729
| +1% | +$109K | 0.1% | 175 |
|
|
2022
Q2 | $8.8M | Sell |
56,684
-37,437
| -40% | -$5.81M | 0.1% | 185 |
|
|
2022
Q1 | $16M | Sell |
94,121
-16,502
| -15% | -$2.81M | 0.25% | 79 |
|
|
2021
Q4 | $19.2M | Buy |
110,623
+5,786
| +6% | +$1.01M | 0.29% | 64 |
|
|
2021
Q3 | $15.9M | Buy |
104,837
+807
| +0.8% | +$122K | 0.35% | 59 |
|
|
2021
Q2 | $14.6M | Buy |
104,030
+49,490
| +91% | +$6.96M | 0.32% | 62 |
|
|
2021
Q1 | $6.64M | Buy |
+54,540
| New | +$6.64M | 0.16% | 129 |
|