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