First Manhattan’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 | $6.16M | Buy |
28,168
+3,916
| +16% | +$856K | 0.02% | 204 |
|
|
2025
Q1 | $5.92M | Buy |
24,252
+10,231
| +73% | +$2.5M | 0.02% | 200 |
|
|
2024
Q4 | $2.98M | Buy |
14,021
+2,118
| +18% | +$450K | 0.01% | 260 |
|
|
2024
Q3 | $2.66M | Buy |
11,903
+848
| +8% | +$189K | 0.01% | 265 |
|
|
2024
Q2 | $2.33M | Buy |
11,055
+2,946
| +36% | +$621K | 0.01% | 282 |
|
|
2024
Q1 | $1.68M | Buy |
8,109
+774
| +11% | +$160K | 0.01% | 316 |
|
|
2023
Q4 | $1.4M | Buy |
7,335
+3,547
| +94% | +$675K | ﹤0.01% | 335 |
|
|
2023
Q3 | $721K | Buy |
3,788
+12
| +0.3% | +$2.28K | ﹤0.01% | 429 |
|
|
2023
Q2 | $710K | Sell |
3,776
-809
| -18% | -$152K | ﹤0.01% | 427 |
|
|
2023
Q1 | $764K | Buy |
4,585
+229
| +5% | +$38.2K | ﹤0.01% | 435 |
|
|
2022
Q4 | $721K | Buy |
4,356
+103
| +2% | +$17K | ﹤0.01% | 453 |
|
|
2022
Q3 | $635K | Buy |
4,253
+75
| +2% | +$11.2K | ﹤0.01% | 468 |
|
|
2022
Q2 | $648K | Buy |
4,178
+2
| +0% | +$310 | ﹤0.01% | 482 |
|
|
2022
Q1 | $711K | Buy |
4,176
+3
| +0.1% | +$511 | ﹤0.01% | 510 |
|
|
2021
Q4 | $725K | Buy |
4,173
+3,639
| +681% | +$632K | ﹤0.01% | 490 |
|
|
2021
Q3 | $80K | Hold |
534
| – | – | ﹤0.01% | 906 |
|
|
2021
Q2 | $75K | Hold |
534
| – | – | ﹤0.01% | 899 |
|
|
2021
Q1 | $65K | Hold |
534
| – | – | ﹤0.01% | 902 |
|
|
2020
Q4 | $62K | Hold |
534
| – | – | ﹤0.01% | 867 |
|
|
2020
Q3 | $61K | Sell |
534
-156
| -23% | -$17.8K | ﹤0.01% | 854 |
|
|
2020
Q2 | $74K | Buy |
690
+156
| +29% | +$16.7K | ﹤0.01% | 817 |
|
|
2020
Q1 | $46K | Buy |
534
+134
| +34% | +$11.5K | ﹤0.01% | 863 |
|
|
2019
Q4 | $44K | Hold |
400
| – | – | ﹤0.01% | 933 |
|
|
2019
Q3 | $40K | Sell |
400
-4,666
| -92% | -$467K | ﹤0.01% | 936 |
|
|
2019
Q2 | $505K | Sell |
5,066
-1,225
| -19% | -$122K | ﹤0.01% | 550 |
|
|
2019
Q1 | $590K | Buy |
6,291
+721
| +13% | +$67.6K | ﹤0.01% | 531 |
|
|
2018
Q4 | $444K | Hold |
5,570
| – | – | ﹤0.01% | 574 |
|
|
2018
Q3 | $460K | Buy |
5,570
+1,200
| +27% | +$99.1K | ﹤0.01% | 591 |
|
|
2018
Q2 | $358K | Hold |
4,370
| – | – | ﹤0.01% | 600 |
|
|
2018
Q1 | $360K | Buy |
4,370
+20
| +0.5% | +$1.65K | ﹤0.01% | 584 |
|
|
2017
Q4 | $354K | Buy |
4,350
+300
| +7% | +$24.4K | ﹤0.01% | 599 |
|
|
2017
Q3 | $339K | Buy |
4,050
+400
| +11% | +$33.5K | ﹤0.01% | 589 |
|
|
2017
Q2 | $284K | Sell |
3,650
-450
| -11% | -$35K | ﹤0.01% | 613 |
|
|
2017
Q1 | $302K | Hold |
4,100
| – | – | ﹤0.01% | 612 |
|
|
2016
Q4 | $277K | Hold |
4,100
| – | – | ﹤0.01% | 608 |
|
|
2016
Q3 | $275K | Hold |
4,100
| – | – | ﹤0.01% | 614 |
|
|
2016
Q2 | $280K | Buy |
4,100
+3,500
| +583% | +$239K | ﹤0.01% | 621 |
|
|
2016
Q1 | $36K | Sell |
600
-800
| -57% | -$48K | ﹤0.01% | 976 |
|
|
2015
Q4 | $77K | Sell |
1,400
-9,000
| -87% | -$495K | ﹤0.01% | 865 |
|
|
2015
Q3 | $543K | Hold |
10,400
| – | – | ﹤0.01% | 496 |
|
|
2015
Q2 | $589K | Hold |
10,400
| – | – | ﹤0.01% | 500 |
|
|
2015
Q1 | $583K | Hold |
10,400
| – | – | ﹤0.01% | 495 |
|
|
2014
Q4 | $595K | Hold |
10,400
| – | – | ﹤0.01% | 489 |
|
|
2014
Q3 | $544K | Sell |
10,400
-250
| -2% | -$13.1K | ﹤0.01% | 501 |
|
|
2014
Q2 | $551K | Sell |
10,650
-935
| -8% | -$48.4K | ﹤0.01% | 498 |
|
|
2014
Q1 | $571K | Hold |
11,585
| – | – | ﹤0.01% | 490 |
|
|
2013
Q4 | $560K | Sell |
11,585
-1,165
| -9% | -$56.3K | ﹤0.01% | 496 |
|
|
2013
Q3 | $555K | Hold |
12,750
| – | – | ﹤0.01% | 491 |
|
|
2013
Q2 | $531K | Buy |
+12,750
| New | +$531K | ﹤0.01% | 499 |
|