Geneva Partners’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	$527K	Sell	2,412 -16,736	-87%	-$3.66M	0.21%	55
2025 Q1	$4.67M	Buy	+19,148	New	+$4.67M	2.41%	15
2024 Q1	–	Sell	-9,726	Closed	-$1.84M	–	74
2023 Q4	$1.84M	Buy	+9,726	New	+$1.84M	1.02%	31