Crawford Investment Counsel’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
$62.7M Sell
286,867
-4,418
-2% -$966K 1.1% 33
2025
Q1
$71.1M Sell
291,285
-86,039
-23% -$21M 1.26% 29
2024
Q4
$80.1M Sell
377,324
-301
-0.1% -$63.9K 1.44% 25
2024
Q3
$84.2M Sell
377,625
-934
-0.2% -$208K 1.44% 26
2024
Q2
$79.8M Buy
378,559
+6,579
+2% +$1.39M 1.52% 25
2024
Q1
$76.6M Sell
371,980
-5,496
-1% -$1.13M 1.43% 29
2023
Q4
$71.5M Sell
377,476
-13,774
-4% -$2.61M 1.43% 29
2023
Q3
$74.5M Sell
391,250
-4,717
-1% -$898K 1.61% 22
2023
Q2
$74.5M Sell
395,967
-4,499
-1% -$846K 1.51% 23
2023
Q1
$66.7M Sell
400,466
-15,128
-4% -$2.52M 1.42% 25
2022
Q4
$68.8M Sell
415,594
-4,824
-1% -$798K 1.48% 26
2022
Q3
$62.8M Sell
420,418
-2,403
-0.6% -$359K 1.48% 23
2022
Q2
$65.6M Sell
422,821
-20,380
-5% -$3.16M 1.45% 27
2022
Q1
$75.5M Sell
443,201
-821
-0.2% -$140K 1.46% 26
2021
Q4
$77.2M Sell
444,022
-11,980
-3% -$2.08M 1.47% 28
2021
Q3
$69.1M Sell
456,002
-1,094
-0.2% -$166K 1.41% 30
2021
Q2
$64.3M Buy
457,096
+35,281
+8% +$4.96M 1.3% 33
2021
Q1
$51.4M Buy
421,815
+32,237
+8% +$3.93M 1.16% 36
2020
Q4
$45.6M Buy
389,578
+22,140
+6% +$2.59M 1.13% 37
2020
Q3
$42.1M Buy
367,438
+291,826
+386% +$33.5M 1.15% 35
2020
Q2
$8.12M Buy
+75,612
New +$8.12M 0.23% 73