Concurrent Investment Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
12,793
+1,651
| +15% | +$361K | 0.05% | 350 |
|
|
2025
Q1 | $2.72M | Buy |
11,142
+3,209
| +40% | +$783K | 0.07% | 304 |
|
|
2024
Q4 | $1.69M | Buy |
7,933
+1,043
| +15% | +$222K | 0.05% | 365 |
|
|
2024
Q3 | $1.54M | Buy |
6,890
+998
| +17% | +$223K | 0.05% | 373 |
|
|
2024
Q2 | $1.24M | Buy |
5,892
+1,614
| +38% | +$340K | 0.04% | 379 |
|
|
2024
Q1 | $881K | Buy |
4,278
+415
| +11% | +$85.5K | 0.04% | 393 |
|
|
2023
Q4 | $732K | Buy |
+3,863
| New | +$732K | 0.03% | 397 |
|