Coastal Bridge Advisors’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
$894K Buy
4,091
+7
+0.2% +$1.53K 0.07% 218
2025
Q1
$997K Buy
+4,084
New +$997K 0.25% 103