Gillson Capital’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-53,070
| Closed | -$11.3M | – | 78 |
|
|
2024
Q4 | $11.3M | Buy |
+53,070
| New | +$11.3M | 1.02% | 38 |
|
|
2024
Q3 | – | Sell |
-140,766
| Closed | -$29.7M | – | 84 |
|
|
2024
Q2 | $29.7M | Buy |
+140,766
| New | +$29.7M | 2.86% | 11 |
|
|
2023
Q4 | – | Sell |
-113,710
| Closed | -$21.6M | – | 90 |
|
|
2023
Q3 | $21.6M | Sell |
113,710
-127,482
| -53% | -$24.3M | 1.6% | 19 |
|
|
2023
Q2 | $45.4M | Buy |
+241,192
| New | +$45.4M | 4% | 1 |
|
|
2022
Q4 | – | Sell |
-48,135
| Closed | -$7.19M | – | 107 |
|
|
2022
Q3 | $7.19M | Buy |
+48,135
| New | +$7.19M | 0.66% | 45 |
|
|
2022
Q1 | – | Sell |
-94,526
| Closed | -$16.4M | – | 251 |
|
|
2021
Q4 | $16.4M | Buy |
+94,526
| New | +$16.4M | 1.07% | 31 |
|
|
2021
Q3 | – | Sell |
-83,240
| Closed | -$11.7M | – | 244 |
|
|
2021
Q2 | $11.7M | Sell |
83,240
-41,614
| -33% | -$5.85M | 1.1% | 28 |
|
|
2021
Q1 | $15.2M | Buy |
+124,854
| New | +$15.2M | 1.28% | 24 |
|
|
2020
Q3 | – | Sell |
-264,091
| Closed | -$28.4M | – | 90 |
|
|
2020
Q2 | $28.4M | Buy |
+264,091
| New | +$28.4M | 5.09% | 1 |
|
|
2018
Q2 | – | Sell |
-169,082
| Closed | -$14M | – | 61 |
|
|
2018
Q1 | $14M | Buy |
169,082
+5,114
| +3% | +$422K | 2.46% | 15 |
|
|
2017
Q4 | $13.3M | Buy |
163,968
+106,738
| +187% | +$8.69M | 2.24% | 19 |
|
|
2017
Q3 | $4.8M | Buy |
+57,230
| New | +$4.8M | 0.94% | 37 |
|
|
2017
Q2 | – | Sell |
-380,003
| Closed | -$28.1M | – | 36 |
|
|
2017
Q1 | $28.1M | Buy |
380,003
+34,191
| +10% | +$2.53M | 6.31% | 3 |
|
|
2016
Q4 | $23.4M | Buy |
+345,812
| New | +$23.4M | 5.02% | 6 |
|