Cresset Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Buy |
17,392
+248
| +1% | +$54.2K | 0.02% | 409 |
|
|
2025
Q1 | $4.18M | Sell |
17,144
-658
| -4% | -$161K | 0.02% | 372 |
|
|
2024
Q4 | $3.78M | Sell |
17,802
-25,485
| -59% | -$5.41M | 0.02% | 393 |
|
|
2024
Q3 | $9.66M | Sell |
43,287
-274
| -0.6% | -$61.1K | 0.04% | 306 |
|
|
2024
Q2 | $9.18M | Buy |
43,561
+4,134
| +10% | +$871K | 0.04% | 294 |
|
|
2024
Q1 | $8.12M | Buy |
39,427
+4,567
| +13% | +$941K | 0.04% | 287 |
|
|
2023
Q4 | $6.6M | Buy |
34,860
+1,167
| +3% | +$221K | 0.04% | 272 |
|
|
2023
Q3 | $6.41M | Sell |
33,693
-921
| -3% | -$175K | 0.02% | 263 |
|
|
2023
Q2 | $6.51M | Buy |
34,614
+27,496
| +386% | +$5.17M | 0.01% | 257 |
|
|
2023
Q1 | $1.19M | Sell |
7,118
-2,816
| -28% | -$469K | 0.02% | 316 |
|
|
2022
Q4 | $1.44M | Buy |
9,934
+3,278
| +49% | +$475K | 0.02% | 245 |
|
|
2022
Q3 | $994K | Sell |
6,656
-5,708
| -46% | -$852K | 0.01% | 359 |
|
|
2022
Q2 | $1.92M | Sell |
12,364
-1,992
| -14% | -$309K | 0.02% | 238 |
|
|
2022
Q1 | $2.45M | Sell |
14,356
-644
| -4% | -$110K | 0.03% | 224 |
|
|
2021
Q4 | $2.61M | Buy |
15,000
+4,012
| +37% | +$698K | 0.03% | 252 |
|
|
2021
Q3 | $1.66M | Buy |
10,988
+989
| +10% | +$150K | 0.02% | 261 |
|
|
2021
Q2 | $1.41M | Sell |
9,999
-4,426
| -31% | -$623K | 0.02% | 275 |
|
|
2021
Q1 | $1.76M | Buy |
14,425
+820
| +6% | +$99.9K | 0.03% | 191 |
|
|
2020
Q4 | $1.59M | Buy |
13,605
+15
| +0.1% | +$1.76K | 0.03% | 182 |
|
|
2020
Q3 | $1.56M | Buy |
13,590
+242
| +2% | +$27.8K | 0.03% | 182 |
|
|
2020
Q2 | $1.43M | Buy |
13,348
+1,085
| +9% | +$116K | 0.03% | 185 |
|
|
2020
Q1 | $1.06M | Buy |
12,263
+38
| +0.3% | +$3.29K | 0.03% | 185 |
|
|
2019
Q4 | $1.36M | Buy |
+12,225
| New | +$1.36M | 0.04% | 169 |
|
|
2019
Q2 | – | Sell |
-1,696
| Closed | -$159K | – | 1194 |
|
|
2019
Q1 | $159K | Buy |
1,696
+468
| +38% | +$43.9K | 0.01% | 429 |
|
|
2018
Q4 | $98K | Buy |
+1,228
| New | +$98K | 0.01% | 330 |
|