Envestnet Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278M | Buy |
1,270,324
+29,127
| +2% | +$6.37M | 0.08% | 224 |
|
|
2025
Q1 | $303M | Buy |
1,241,197
+16,879
| +1% | +$4.12M | 0.1% | 191 |
|
|
2024
Q4 | $260M | Buy |
1,224,318
+45,782
| +4% | +$9.72M | 0.08% | 212 |
|
|
2024
Q3 | $263M | Buy |
1,178,536
+2,896
| +0.2% | +$646K | 0.08% | 217 |
|
|
2024
Q2 | $248M | Buy |
1,175,640
+175,396
| +18% | +$37M | 0.09% | 218 |
|
|
2024
Q1 | $206M | Sell |
1,000,244
-12,176
| -1% | -$2.51M | 0.08% | 252 |
|
|
2023
Q4 | $192M | Sell |
1,012,420
-199,284
| -16% | -$37.8M | 0.08% | 243 |
|
|
2023
Q3 | $231M | Buy |
1,211,704
+235,502
| +24% | +$44.8M | 0.11% | 185 |
|
|
2023
Q2 | $184M | Buy |
976,202
+23,317
| +2% | +$4.39M | 0.08% | 211 |
|
|
2023
Q1 | $159M | Buy |
952,885
+28,092
| +3% | +$4.68M | 0.08% | 233 |
|
|
2022
Q4 | $153M | Buy |
924,793
+105,876
| +13% | +$17.5M | 0.08% | 225 |
|
|
2022
Q3 | $122M | Buy |
818,917
+53,794
| +7% | +$8.03M | 0.07% | 240 |
|
|
2022
Q2 | $119M | Buy |
765,123
+50,686
| +7% | +$7.87M | 0.07% | 253 |
|
|
2022
Q1 | $122M | Buy |
714,437
+104,707
| +17% | +$17.8M | 0.06% | 267 |
|
|
2021
Q4 | $106M | Buy |
609,730
+3,474
| +0.6% | +$604K | 0.05% | 305 |
|
|
2021
Q3 | $91.8M | Sell |
606,256
-33,221
| -5% | -$5.03M | 0.05% | 310 |
|
|
2021
Q2 | $90M | Buy |
639,477
+2,859
| +0.4% | +$402K | 0.05% | 310 |
|
|
2021
Q1 | $77.5M | Buy |
636,618
+264,753
| +71% | +$32.2M | 0.05% | 302 |
|
|
2020
Q4 | $43.5M | Sell |
371,865
-7,848
| -2% | -$918K | 0.03% | 384 |
|
|
2020
Q3 | $43.6M | Buy |
379,713
+52,734
| +16% | +$6.05M | 0.04% | 337 |
|
|
2020
Q2 | $35.1M | Buy |
326,979
+85,059
| +35% | +$9.13M | 0.03% | 363 |
|
|
2020
Q1 | $20.9M | Buy |
241,920
+28,739
| +13% | +$2.48M | 0.02% | 442 |
|
|
2019
Q4 | $23.8M | Buy |
213,181
+26,493
| +14% | +$2.95M | 0.03% | 469 |
|
|
2019
Q3 | $18.7M | Sell |
186,688
-8,228
| -4% | -$823K | 0.02% | 523 |
|
|
2019
Q2 | $19.4M | Buy |
194,916
+5,609
| +3% | +$560K | 0.02% | 482 |
|
|
2019
Q1 | $17.8M | Buy |
189,307
+13,228
| +8% | +$1.24M | 0.02% | 482 |
|
|
2018
Q4 | $14M | Buy |
176,079
+173,257
| +6,140% | +$13.8M | 0.02% | 478 |
|
|
2018
Q3 | $233K | Sell |
2,822
-28,112
| -91% | -$2.32M | ﹤0.01% | 1114 |
|
|
2018
Q2 | $2.54M | Buy |
30,934
+1,008
| +3% | +$82.6K | 0.01% | 735 |
|
|
2018
Q1 | $2.47M | Sell |
29,926
-4,124
| -12% | -$340K | 0.01% | 634 |
|
|
2017
Q4 | $2.77M | Buy |
34,050
+4,711
| +16% | +$383K | 0.01% | 820 |
|
|
2017
Q3 | $2.46M | Sell |
29,339
-2,467
| -8% | -$207K | 0.01% | 811 |
|
|
2017
Q2 | $2.48M | Buy |
31,806
+315
| +1% | +$24.6K | 0.01% | 829 |
|
|
2017
Q1 | $2.33M | Sell |
31,491
-5,707
| -15% | -$422K | 0.01% | 874 |
|
|
2016
Q4 | $2.51M | Sell |
37,198
-371
| -1% | -$25.1K | 0.01% | 822 |
|
|
2016
Q3 | $2.53M | Sell |
37,569
-5,887
| -14% | -$396K | 0.01% | 843 |
|
|
2016
Q2 | $2.98M | Buy |
43,456
+4,303
| +11% | +$295K | 0.01% | 834 |
|
|
2016
Q1 | $2.38M | Sell |
39,153
-7,809
| -17% | -$475K | 0.01% | 899 |
|
|
2015
Q4 | $2.6M | Sell |
46,962
-10,090
| -18% | -$559K | 0.01% | 831 |
|
|
2015
Q3 | $2.98M | Sell |
57,052
-14,238
| -20% | -$743K | 0.01% | 771 |
|
|
2015
Q2 | $4.04M | Sell |
71,290
-2,556
| -3% | -$145K | 0.02% | 696 |
|
|
2015
Q1 | $4.14M | Buy |
73,846
+67,048
| +986% | +$3.76M | 0.02% | 632 |
|
|
2014
Q4 | $389K | Buy |
6,798
+380
| +6% | +$21.7K | ﹤0.01% | 777 |
|
|
2014
Q3 | $336K | Buy |
6,418
+3,287
| +105% | +$172K | ﹤0.01% | 900 |
|
|
2014
Q2 | $162K | Buy |
3,131
+2,535
| +425% | +$131K | ﹤0.01% | 1066 |
|
|
2014
Q1 | $29K | Buy |
596
+299
| +101% | +$14.5K | ﹤0.01% | 1553 |
|
|
2013
Q4 | $14K | Sell |
297
-37
| -11% | -$1.74K | ﹤0.01% | 1619 |
|
|
2013
Q3 | $15K | Sell |
334
-6,884
| -95% | -$309K | ﹤0.01% | 1564 |
|
|
2013
Q2 | $288K | Buy |
+7,218
| New | +$288K | ﹤0.01% | 720 |
|