Global Endowment Management’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
$239K Buy
1,095
+109
+11% +$23.8K 0.03% 119
2025
Q1
$241K Sell
986
-1,029
-51% -$251K 0.03% 124
2024
Q4
$428K Sell
2,015
-44
-2% -$9.35K 0.05% 116
2024
Q3
$459K Buy
+2,059
New +$459K 0.05% 119