Conning Inc’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 | $4.16M | Buy |
19,024
+1,191
| +7% | +$260K | 0.14% | 133 |
|
|
2025
Q1 | $4.35M | Sell |
17,833
-3,114
| -15% | -$760K | 0.15% | 125 |
|
|
2024
Q4 | $4.45M | Buy |
20,947
+369
| +2% | +$78.4K | 0.16% | 124 |
|
|
2024
Q3 | $4.59M | Sell |
20,578
-1,160
| -5% | -$259K | 0.15% | 119 |
|
|
2024
Q2 | $4.58M | Buy |
21,738
+18,100
| +498% | +$3.81M | 0.16% | 112 |
|
|
2024
Q1 | $749K | Sell |
3,638
-90
| -2% | -$18.5K | 0.02% | 200 |
|
|
2023
Q4 | $706K | Hold |
3,728
| – | – | 0.02% | 193 |
|
|
2023
Q3 | $709K | Sell |
3,728
-40
| -1% | -$7.61K | 0.03% | 186 |
|
|
2023
Q2 | $709K | Sell |
3,768
-440
| -10% | -$82.8K | 0.02% | 196 |
|
|
2023
Q1 | $701K | Sell |
4,208
-481
| -10% | -$80.1K | 0.02% | 201 |
|
|
2022
Q4 | $776K | Sell |
4,689
-20
| -0.4% | -$3.31K | 0.03% | 207 |
|
|
2022
Q3 | $703K | Sell |
4,709
-375
| -7% | -$56K | 0.03% | 199 |
|
|
2022
Q2 | $789K | Sell |
5,084
-30
| -0.6% | -$4.66K | 0.02% | 200 |
|
|
2022
Q1 | $872K | Sell |
5,114
-73
| -1% | -$12.4K | 0.02% | 203 |
|
|
2021
Q4 | $902K | Buy |
5,187
+589
| +13% | +$102K | 0.02% | 192 |
|
|
2021
Q3 | $696K | Sell |
4,598
-1,570
| -25% | -$238K | 0.02% | 219 |
|
|
2021
Q2 | $868K | Sell |
6,168
-684
| -10% | -$96.3K | 0.03% | 200 |
|
|
2021
Q1 | $835K | Sell |
6,852
-610
| -8% | -$74.3K | 0.03% | 208 |
|
|
2020
Q4 | $873K | Sell |
7,462
-220
| -3% | -$25.7K | 0.03% | 211 |
|
|
2020
Q3 | $881K | Buy |
7,682
+130
| +2% | +$14.9K | 0.03% | 199 |
|
|
2020
Q2 | $811K | Buy |
7,552
+595
| +9% | +$63.9K | 0.03% | 203 |
|
|
2020
Q1 | $602K | Sell |
6,957
-91
| -1% | -$7.87K | 0.03% | 227 |
|
|
2019
Q4 | $785K | Sell |
7,048
-480
| -6% | -$53.5K | 0.03% | 237 |
|
|
2019
Q3 | $753K | Sell |
7,528
-1,050
| -12% | -$105K | 0.03% | 253 |
|
|
2019
Q2 | $856K | Sell |
8,578
-1,306
| -13% | -$130K | 0.03% | 230 |
|
|
2019
Q1 | $928K | Sell |
9,884
-30
| -0.3% | -$2.82K | 0.03% | 252 |
|
|
2018
Q4 | $791K | Sell |
9,914
-1,060
| -10% | -$84.6K | 0.03% | 265 |
|
|
2018
Q3 | $908K | Sell |
10,974
-745
| -6% | -$61.6K | 0.03% | 281 |
|
|
2018
Q2 | $961K | Sell |
11,719
-450
| -4% | -$36.9K | 0.03% | 289 |
|
|
2018
Q1 | $1.01M | Hold |
12,169
| – | – | 0.03% | 266 |
|
|
2017
Q4 | $990K | Sell |
12,169
-470
| -4% | -$38.2K | 0.03% | 277 |
|
|
2017
Q3 | $1.06M | Sell |
12,639
-130
| -1% | -$10.9K | 0.04% | 261 |
|
|
2017
Q2 | $995K | Sell |
12,769
-200
| -2% | -$15.6K | 0.04% | 274 |
|
|
2017
Q1 | $958K | Sell |
12,969
-40
| -0.3% | -$2.96K | 0.04% | 272 |
|
|
2016
Q4 | $879K | Buy |
13,009
+50
| +0.4% | +$3.38K | 0.04% | 283 |
|
|
2016
Q3 | $871K | Buy |
12,959
+130
| +1% | +$8.74K | 0.03% | 285 |
|
|
2016
Q2 | $878K | Buy |
12,829
+100
| +0.8% | +$6.84K | 0.04% | 275 |
|
|
2016
Q1 | $774K | Buy |
12,729
+220
| +2% | +$13.4K | 0.03% | 289 |
|
|
2015
Q4 | $694K | Sell |
12,509
-850
| -6% | -$47.2K | 0.03% | 314 |
|
|
2015
Q3 | $698K | Sell |
13,359
-1,510
| -10% | -$78.9K | 0.03% | 294 |
|
|
2015
Q2 | $843K | Sell |
14,869
-130
| -0.9% | -$7.37K | 0.03% | 291 |
|
|
2015
Q1 | $841K | Sell |
14,999
-90
| -0.6% | -$5.05K | 0.04% | 279 |
|
|
2014
Q4 | $864K | Sell |
15,089
-550
| -4% | -$31.5K | 0.04% | 269 |
|
|
2014
Q3 | $819K | Sell |
15,639
-280
| -2% | -$14.7K | 0.04% | 273 |
|
|
2014
Q2 | $825K | Sell |
15,919
-980
| -6% | -$50.8K | 0.04% | 269 |
|
|
2014
Q1 | $833K | Buy |
16,899
+720
| +4% | +$35.5K | 0.05% | 265 |
|
|
2013
Q4 | $782K | Buy |
16,179
+2,840
| +21% | +$137K | 0.05% | 247 |
|
|
2013
Q3 | $581K | Buy |
13,339
+430
| +3% | +$18.7K | 0.04% | 261 |
|
|
2013
Q2 | $515K | Buy |
+12,909
| New | +$515K | 0.04% | 264 |
|