Cumberland Partners’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$29.6M Sell
2025
Q1
$33.2M Sell
2024
Q4
$29.5M Sell
2024
Q3
$31.1M Sell
2024
Q2
$29.6M Sell
2024
Q1
$29.4M Sell
2023
Q4
$27.3M Sell
2023
Q3
$27.6M Buy
2023
Q2
$27.1M Sell
2023
Q1
$24.1M Sell
2022
Q4
$24.3M Sell
2022
Q3
$22.1M Buy
2022
Q2
$22.9M Sell
2022
Q1
$25.8M Buy
2021
Q4
$25.6M Buy
2021
Q3
$7.66M Sell
2021
Q2
$7.36M Sell
2021
Q1
$6.38M Sell
2020
Q4
$6.17M Sell
2020
Q3
$6.17M Sell
2020
Q2
$5.89M Buy