EIP
Epoch Investment Partners’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138M | Sell |
631,147
-89,687
| -12% | -$19.6M | 0.71% | 44 |
|
|
2025
Q1 | $176M | Buy |
720,834
+146,644
| +26% | +$35.8M | 0.91% | 24 |
|
|
2024
Q4 | $122M | Sell |
574,190
-17,057
| -3% | -$3.62M | 0.59% | 58 |
|
|
2024
Q3 | $132M | Buy |
591,247
+6,802
| +1% | +$1.52M | 0.59% | 56 |
|
|
2024
Q2 | $123M | Buy |
584,445
+41,637
| +8% | +$8.77M | 0.56% | 61 |
|
|
2024
Q1 | $112M | Buy |
542,808
+174,062
| +47% | +$35.9M | 0.5% | 67 |
|
|
2023
Q4 | $69.9M | Buy |
368,746
+11,348
| +3% | +$2.15M | 0.32% | 113 |
|
|
2023
Q3 | $68M | Buy |
357,398
+44,961
| +14% | +$8.56M | 0.43% | 67 |
|
|
2023
Q2 | $58.8M | Buy |
312,437
+12,970
| +4% | +$2.44M | 0.34% | 98 |
|
|
2023
Q1 | $49.9M | Buy |
299,467
+17,431
| +6% | +$2.9M | 0.3% | 116 |
|
|
2022
Q4 | $46.7M | Buy |
282,036
+15,317
| +6% | +$2.53M | 0.28% | 126 |
|
|
2022
Q3 | $39.8M | Sell |
266,719
-5,192
| -2% | -$775K | 0.26% | 129 |
|
|
2022
Q2 | $42.2M | Buy |
271,911
+10,902
| +4% | +$1.69M | 0.25% | 144 |
|
|
2022
Q1 | $44.5M | Buy |
261,009
+4,199
| +2% | +$716K | 0.22% | 145 |
|
|
2021
Q4 | $44.6M | Buy |
256,810
+32,722
| +15% | +$5.69M | 0.23% | 148 |
|
|
2021
Q3 | $33.9M | Sell |
224,088
-6,673
| -3% | -$1.01M | 0.19% | 160 |
|
|
2021
Q2 | $32.5M | Buy |
230,761
+9,879
| +4% | +$1.39M | 0.17% | 162 |
|
|
2021
Q1 | $26.9M | Buy |
220,882
+40,620
| +23% | +$4.95M | 0.13% | 176 |
|
|
2020
Q4 | $21.1M | Buy |
180,262
+40,625
| +29% | +$4.75M | 0.1% | 178 |
|
|
2020
Q3 | $16M | Sell |
139,637
-9,648
| -6% | -$1.11M | 0.08% | 183 |
|
|
2020
Q2 | $16M | Sell |
149,285
-4,349
| -3% | -$467K | 0.08% | 181 |
|
|
2020
Q1 | $13.3M | Sell |
153,634
-136,594
| -47% | -$11.8M | 0.08% | 185 |
|
|
2019
Q4 | $32.3M | Buy |
290,228
+75,285
| +35% | +$8.39M | 0.14% | 136 |
|
|
2019
Q3 | $21.5M | Sell |
214,943
-21,064
| -9% | -$2.11M | 0.1% | 150 |
|
|
2019
Q2 | $23.5M | Sell |
236,007
-10,083
| -4% | -$1.01M | 0.11% | 143 |
|
|
2019
Q1 | $23.1M | Sell |
246,090
-2,802
| -1% | -$263K | 0.1% | 150 |
|
|
2018
Q4 | $19.8M | Sell |
248,892
-11,517
| -4% | -$918K | 0.09% | 174 |
|
|
2018
Q3 | $21.5M | Sell |
260,409
-50,203
| -16% | -$4.15M | 0.08% | 177 |
|
|
2018
Q2 | $25.5K | Buy |
310,612
+32,697
| +12% | +$2.68K | 0.08% | 166 |
|
|
2018
Q1 | $23M | Sell |
277,915
-8,544
| -3% | -$706K | 0.08% | 172 |
|
|
2017
Q4 | $23.3M | Sell |
286,459
-16,479
| -5% | -$1.34M | 0.08% | 178 |
|
|
2017
Q3 | $25.4M | Sell |
302,938
-99,194
| -25% | -$8.31M | 0.09% | 166 |
|
|
2017
Q2 | $31.4M | Sell |
402,132
-1,099,399
| -73% | -$85.7M | 0.11% | 144 |
|
|
2017
Q1 | $111M | Buy |
1,501,531
+100,346
| +7% | +$7.41M | 0.37% | 95 |
|
|
2016
Q4 | $94.7M | Sell |
1,401,185
-55,367
| -4% | -$3.74M | 0.36% | 89 |
|
|
2016
Q3 | $98M | Sell |
1,456,552
-67,225
| -4% | -$4.52M | 0.37% | 90 |
|
|
2016
Q2 | $104M | Sell |
1,523,777
-37,388
| -2% | -$2.56M | 0.39% | 93 |
|
|
2016
Q1 | $94.9M | Sell |
1,561,165
-52,856
| -3% | -$3.21M | 0.36% | 93 |
|
|
2015
Q4 | $89.5M | Sell |
1,614,021
-63,635
| -4% | -$3.53M | 0.35% | 85 |
|
|
2015
Q3 | $87.6M | Sell |
1,677,656
-91,416
| -5% | -$4.77M | 0.34% | 90 |
|
|
2015
Q2 | $100M | Sell |
1,769,072
-3,949,480
| -69% | -$224M | 0.37% | 92 |
|
|
2015
Q1 | $321M | Sell |
5,718,552
-193,352
| -3% | -$10.8M | 1.2% | 23 |
|
|
2014
Q4 | $338M | Buy |
5,911,904
+26,777
| +0.5% | +$1.53M | 1.22% | 21 |
|
|
2014
Q3 | $308M | Sell |
5,885,127
-1,000,237
| -15% | -$52.4M | 1.2% | 22 |
|
|
2014
Q2 | $357M | Buy |
6,885,364
+113,819
| +2% | +$5.9M | 1.39% | 18 |
|
|
2014
Q1 | $334M | Buy |
6,771,545
+267,555
| +4% | +$13.2M | 1.34% | 17 |
|
|
2013
Q4 | $315M | Sell |
6,503,990
-373,412
| -5% | -$18.1M | 1.33% | 14 |
|
|
2013
Q3 | $300M | Sell |
6,877,402
-163,919
| -2% | -$7.14M | 1.34% | 14 |
|
|
2013
Q2 | $281M | Buy |
+7,041,321
| New | +$281M | 1.4% | 14 |
|