Clarius Group LLC’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 | $696K | Buy |
3,182
+105
| +3% | +$23K | 0.04% | 196 |
|
|
2025
Q1 | $751K | Sell |
3,077
-156
| -5% | -$38.1K | 0.05% | 183 |
|
|
2024
Q4 | $687K | Sell |
3,233
-413
| -11% | -$87.7K | 0.05% | 169 |
|
|
2024
Q3 | $811K | Sell |
3,646
-151
| -4% | -$33.6K | 0.06% | 142 |
|
|
2024
Q2 | $800K | Sell |
3,797
-90
| -2% | -$19K | 0.06% | 147 |
|
|
2024
Q1 | $801K | Sell |
3,887
-573
| -13% | -$118K | 0.06% | 154 |
|
|
2023
Q4 | $845K | Sell |
4,460
-308
| -6% | -$58.4K | 0.07% | 145 |
|
|
2023
Q3 | $907K | Sell |
4,768
-1,082
| -18% | -$206K | 0.09% | 124 |
|
|
2023
Q2 | $1.1M | Buy |
5,850
+159
| +3% | +$29.9K | 0.09% | 129 |
|
|
2023
Q1 | $948K | Sell |
5,691
-399
| -7% | -$66.5K | 0.08% | 137 |
|
|
2022
Q4 | $1.01M | Buy |
6,090
+281
| +5% | +$46.5K | 0.09% | 134 |
|
|
2022
Q3 | $867K | Sell |
5,809
-50
| -0.9% | -$7.46K | 0.09% | 135 |
|
|
2022
Q2 | $910K | Buy |
5,859
+498
| +9% | +$77.3K | 0.09% | 135 |
|
|
2022
Q1 | $932K | Hold |
5,361
| – | – | 0.07% | 147 |
|
|
2021
Q4 | $932K | Buy |
5,361
+165
| +3% | +$28.7K | 0.07% | 147 |
|
|
2021
Q3 | $787K | Buy |
5,196
+214
| +4% | +$32.4K | 0.07% | 151 |
|
|
2021
Q2 | $701K | Buy |
4,982
+91
| +2% | +$12.8K | 0.06% | 160 |
|
|
2021
Q1 | $596K | Buy |
4,891
+93
| +2% | +$11.3K | 0.06% | 164 |
|
|
2020
Q4 | $561K | Buy |
4,798
+481
| +11% | +$56.2K | 0.06% | 160 |
|
|
2020
Q3 | $495K | Buy |
4,317
+36
| +0.8% | +$4.13K | 0.06% | 138 |
|
|
2020
Q2 | $460K | Buy |
4,281
+438
| +11% | +$47.1K | 0.06% | 147 |
|
|
2020
Q1 | $332K | Buy |
3,843
+289
| +8% | +$25K | 0.06% | 166 |
|
|
2019
Q4 | $399K | Buy |
3,554
+264
| +8% | +$29.6K | 0.06% | 160 |
|
|
2019
Q3 | $329K | Buy |
3,290
+85
| +3% | +$8.5K | 0.06% | 173 |
|
|
2019
Q2 | $320K | Buy |
3,205
+181
| +6% | +$18.1K | 0.06% | 160 |
|
|
2019
Q1 | $284K | Buy |
+3,024
| New | +$284K | 0.07% | 149 |
|