First Trust Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256M | Buy |
1,172,398
+94,798
| +9% | +$20.7M | 0.21% | 112 |
|
|
2025
Q1 | $263M | Sell |
1,077,600
-48,024
| -4% | -$11.7M | 0.23% | 97 |
|
|
2024
Q4 | $239M | Buy |
1,125,624
+14,043
| +1% | +$2.98M | 0.21% | 122 |
|
|
2024
Q3 | $248M | Sell |
1,111,581
-13,985
| -1% | -$3.12M | 0.24% | 122 |
|
|
2024
Q2 | $237M | Sell |
1,125,566
-74,118
| -6% | -$15.6M | 0.24% | 118 |
|
|
2024
Q1 | $247M | Sell |
1,199,684
-113,387
| -9% | -$23.4M | 0.25% | 117 |
|
|
2023
Q4 | $249M | Buy |
1,313,071
+312,533
| +31% | +$59.2M | 0.27% | 91 |
|
|
2023
Q3 | $190M | Sell |
1,000,538
-6,397
| -0.6% | -$1.22M | 0.23% | 128 |
|
|
2023
Q2 | $189M | Buy |
1,006,935
+932,990
| +1,262% | +$175M | 0.22% | 129 |
|
|
2023
Q1 | $12.3M | Sell |
73,945
-38,072
| -34% | -$6.34M | 0.01% | 920 |
|
|
2022
Q4 | $18.5M | Sell |
112,017
-36,327
| -24% | -$6.01M | 0.02% | 755 |
|
|
2022
Q3 | $22.1M | Sell |
148,344
-1,044,062
| -88% | -$156M | 0.03% | 654 |
|
|
2022
Q2 | $185M | Sell |
1,192,406
-104,950
| -8% | -$16.3M | 0.23% | 119 |
|
|
2022
Q1 | $221M | Buy |
1,297,356
+740,778
| +133% | +$126M | 0.23% | 124 |
|
|
2021
Q4 | $96.7M | Sell |
556,578
-1,145,691
| -67% | -$199M | 0.09% | 260 |
|
|
2021
Q3 | $258M | Sell |
1,702,269
-129,529
| -7% | -$19.6M | 0.28% | 81 |
|
|
2021
Q2 | $258M | Buy |
1,831,798
+40,739
| +2% | +$5.73M | 0.28% | 76 |
|
|
2021
Q1 | $218M | Buy |
1,791,059
+11,013
| +0.6% | +$1.34M | 0.26% | 79 |
|
|
2020
Q4 | $208M | Buy |
1,780,046
+586,231
| +49% | +$68.6M | 0.28% | 74 |
|
|
2020
Q3 | $137M | Buy |
1,193,815
+10,012
| +0.8% | +$1.15M | 0.22% | 114 |
|
|
2020
Q2 | $127M | Buy |
1,183,803
+323,047
| +38% | +$34.7M | 0.22% | 107 |
|
|
2020
Q1 | $74.4M | Buy |
860,756
+69,258
| +9% | +$5.99M | 0.17% | 151 |
|
|
2019
Q4 | $88.2M | Buy |
791,498
+140,754
| +22% | +$15.7M | 0.15% | 159 |
|
|
2019
Q3 | $65.1M | Sell |
650,744
-334,536
| -34% | -$33.5M | 0.12% | 213 |
|
|
2019
Q2 | $98.3M | Buy |
985,280
+828,072
| +527% | +$82.6M | 0.19% | 132 |
|
|
2019
Q1 | $14.8M | Sell |
157,208
-358,870
| -70% | -$33.7M | 0.03% | 611 |
|
|
2018
Q4 | $41.2M | Sell |
516,078
-165,305
| -24% | -$13.2M | 0.1% | 260 |
|
|
2018
Q3 | $56.4M | Buy |
681,383
+109,332
| +19% | +$9.04M | 0.1% | 217 |
|
|
2018
Q2 | $46.9M | Buy |
572,051
+308,070
| +117% | +$25.3M | 0.1% | 233 |
|
|
2018
Q1 | $21.8M | Buy |
263,981
+105,974
| +67% | +$8.75M | 0.05% | 509 |
|
|
2017
Q4 | $12.9M | Sell |
158,007
-7,085
| -4% | -$577K | 0.03% | 677 |
|
|
2017
Q3 | $13.8M | Sell |
165,092
-119,519
| -42% | -$10M | 0.04% | 636 |
|
|
2017
Q2 | $22.2M | Sell |
284,611
-10,864
| -4% | -$847K | 0.06% | 444 |
|
|
2017
Q1 | $21.8M | Buy |
295,475
+115,409
| +64% | +$8.53M | 0.06% | 430 |
|
|
2016
Q4 | $12.2M | Sell |
180,066
-109,830
| -38% | -$7.42M | 0.04% | 674 |
|
|
2016
Q3 | $19.5M | Sell |
289,896
-62,700
| -18% | -$4.22M | 0.06% | 460 |
|
|
2016
Q2 | $24.1M | Buy |
352,596
+244,356
| +226% | +$16.7M | 0.08% | 341 |
|
|
2016
Q1 | $6.58M | Sell |
108,240
-147,476
| -58% | -$8.97M | 0.02% | 840 |
|
|
2015
Q4 | $14.2M | Sell |
255,716
-22,044
| -8% | -$1.22M | 0.04% | 544 |
|
|
2015
Q3 | $14.5M | Buy |
277,760
+79,544
| +40% | +$4.15M | 0.04% | 496 |
|
|
2015
Q2 | $11.2M | Sell |
198,216
-15,783
| -7% | -$895K | 0.03% | 696 |
|
|
2015
Q1 | $12M | Sell |
213,999
-46,836
| -18% | -$2.63M | 0.04% | 631 |
|
|
2014
Q4 | $14.9M | Sell |
260,835
-24,318
| -9% | -$1.39M | 0.05% | 519 |
|
|
2014
Q3 | $14.9M | Buy |
285,153
+104,410
| +58% | +$5.46M | 0.06% | 518 |
|
|
2014
Q2 | $9.37M | Buy |
180,743
+39,930
| +28% | +$2.07M | 0.04% | 698 |
|
|
2014
Q1 | $6.94M | Sell |
140,813
-190,544
| -58% | -$9.39M | 0.03% | 832 |
|
|
2013
Q4 | $16M | Buy |
331,357
+31,204
| +10% | +$1.51M | 0.08% | 380 |
|
|
2013
Q3 | $13.1M | Buy |
300,153
+32,086
| +12% | +$1.4M | 0.07% | 419 |
|
|
2013
Q2 | $10.7M | Buy |
+268,067
| New | +$10.7M | 0.07% | 418 |
|