Coho 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 | $43.7M | Sell |
199,808
-74,033
| -27% | -$16.2M | 3.25% | 19 |
|
2025
Q1 | $66.8M | Sell |
273,841
-111,829
| -29% | -$27.3M | 4.03% | 4 |
|
2024
Q4 | $81.9M | Sell |
385,670
-71,121
| -16% | -$15.1M | 3.77% | 8 |
|
2024
Q3 | $102M | Sell |
456,791
-62,278
| -12% | -$13.9M | 3.72% | 11 |
|
2024
Q2 | $109M | Sell |
519,069
-172,322
| -25% | -$36.3M | 3.81% | 11 |
|
2024
Q1 | $142M | Sell |
691,391
-76,042
| -10% | -$15.7M | 3.5% | 14 |
|
2023
Q4 | $145M | Sell |
767,433
-331,889
| -30% | -$62.9M | 3.38% | 14 |
|
2023
Q3 | $209M | Sell |
1,099,322
-111,194
| -9% | -$21.2M | 4.46% | 5 |
|
2023
Q2 | $228M | Sell |
1,210,516
-51,850
| -4% | -$9.75M | 4.13% | 7 |
|
2023
Q1 | $210M | Sell |
1,262,366
-14,889
| -1% | -$2.48M | 3.63% | 14 |
|
2022
Q4 | $211M | Buy |
1,277,255
+1,484
| +0.1% | +$246K | 3.58% | 14 |
|
2022
Q3 | $190M | Buy |
1,275,771
+48,375
| +4% | +$7.22M | 3.58% | 12 |
|
2022
Q2 | $191M | Sell |
1,227,396
-59,548
| -5% | -$9.24M | 3.55% | 11 |
|
2022
Q1 | $219M | Sell |
1,286,944
-27,686
| -2% | -$4.72M | 3.61% | 13 |
|
2021
Q4 | $229M | Sell |
1,314,630
-96,683
| -7% | -$16.8M | 3.59% | 11 |
|
2021
Q3 | $214M | Sell |
1,411,313
-449,631
| -24% | -$68.1M | 3.47% | 13 |
|
2021
Q2 | $262M | Buy |
1,860,944
+7,111
| +0.4% | +$1M | 4.1% | 7 |
|
2021
Q1 | $226M | Sell |
1,853,833
-23,123
| -1% | -$2.82M | 3.67% | 11 |
|
2020
Q4 | $220M | Buy |
1,876,956
+125,486
| +7% | +$14.7M | 3.81% | 10 |
|
2020
Q3 | $201M | Buy |
1,751,470
+18,197
| +1% | +$2.09M | 4.1% | 7 |
|
2020
Q2 | $186M | Sell |
1,733,273
-193,665
| -10% | -$20.8M | 4.04% | 8 |
|
2020
Q1 | $167M | Sell |
1,926,938
-65,504
| -3% | -$5.66M | 4.27% | 8 |
|
2019
Q4 | $222M | Buy |
1,992,442
+65,894
| +3% | +$7.34M | 4.55% | 4 |
|
2019
Q3 | $193M | Sell |
1,926,548
-97,358
| -5% | -$9.74M | 4.55% | 4 |
|
2019
Q2 | $202M | Sell |
2,023,906
-54,610
| -3% | -$5.45M | 4.74% | 3 |
|
2019
Q1 | $195M | Buy |
2,078,516
+43,215
| +2% | +$4.06M | 4.41% | 6 |
|
2018
Q4 | $162M | Buy |
2,035,301
+80,484
| +4% | +$6.42M | 4.11% | 9 |
|
2018
Q3 | $162M | Sell |
1,954,817
-46,776
| -2% | -$3.87M | 3.83% | 12 |
|
2018
Q2 | $164M | Buy |
2,001,593
+53,253
| +3% | +$4.37M | 4.04% | 7 |
|
2018
Q1 | $161M | Sell |
1,948,340
-71,299
| -4% | -$5.89M | 4.23% | 6 |
|
2017
Q4 | $164M | Sell |
2,019,639
-72,171
| -3% | -$5.87M | 4.07% | 9 |
|
2017
Q3 | $175M | Sell |
2,091,810
-154,876
| -7% | -$13M | 4.5% | 8 |
|
2017
Q2 | $175M | Buy |
2,246,686
+457,146
| +26% | +$35.6M | 4.38% | 7 |
|
2017
Q1 | $132M | Buy |
1,789,540
+66,043
| +4% | +$4.88M | 4.31% | 9 |
|
2016
Q4 | $116M | Buy |
1,723,497
+7,107
| +0.4% | +$480K | 4.06% | 9 |
|
2016
Q3 | $115M | Buy |
1,716,390
+29,578
| +2% | +$1.99M | 4.15% | 7 |
|
2016
Q2 | $115M | Buy |
1,686,812
+146,116
| +9% | +$10M | 4.19% | 9 |
|
2016
Q1 | $93.7M | Buy |
1,540,696
+58,270
| +4% | +$3.54M | 3.87% | 9 |
|
2015
Q4 | $82.2M | Buy |
1,482,426
+24,340
| +2% | +$1.35M | 3.63% | 13 |
|
2015
Q3 | $76.1M | Buy |
1,458,086
+195,889
| +16% | +$10.2M | 3.62% | 10 |
|
2015
Q2 | $71.6M | Sell |
1,262,197
-6,760
| -0.5% | -$383K | 3.76% | 11 |
|
2015
Q1 | $71.2M | Buy |
1,268,957
+119,351
| +10% | +$6.69M | 3.65% | 13 |
|
2014
Q4 | $65.8M | Buy |
1,149,606
+68,967
| +6% | +$3.95M | 3.72% | 17 |
|
2014
Q3 | $56.6M | Buy |
1,080,639
+47,097
| +5% | +$2.47M | 3.61% | 15 |
|
2014
Q2 | $53.6M | Buy |
1,033,542
+42,267
| +4% | +$2.19M | 3.61% | 13 |
|
2014
Q1 | $48.9M | Buy |
991,275
+85,553
| +9% | +$4.22M | 3.62% | 15 |
|
2013
Q4 | $43.8M | Sell |
905,722
-10,080
| -1% | -$487K | 3.7% | 14 |
|
2013
Q3 | $39.9M | Buy |
915,802
+42,486
| +5% | +$1.85M | 3.67% | 15 |
|
2013
Q2 | $34.9M | Buy |
+873,316
| New | +$34.9M | 3.48% | 14 |
|