Guggenheim 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
Q2 | $17.7M | Buy |
80,937
+6,131
| +8% | +$1.34M | 0.14% | 137 |
|
|
2025
Q1 | $18.3M | Buy |
74,806
+3,041
| +4% | +$742K | 0.17% | 115 |
|
|
2024
Q4 | $15.2M | Sell |
71,765
-12,466
| -15% | -$2.65M | 0.12% | 165 |
|
|
2024
Q3 | $18.8M | Sell |
84,231
-35,802
| -30% | -$7.99M | 0.13% | 147 |
|
|
2024
Q2 | $25.3M | Sell |
120,033
-19,338
| -14% | -$4.07M | 0.18% | 99 |
|
|
2024
Q1 | $28.7M | Buy |
139,371
+3,627
| +3% | +$747K | 0.2% | 94 |
|
|
2023
Q4 | $25.7M | Buy |
135,744
+20,040
| +17% | +$3.8M | 0.19% | 101 |
|
|
2023
Q3 | $22M | Sell |
115,704
-11,076
| -9% | -$2.11M | 0.19% | 104 |
|
|
2023
Q2 | $23.8M | Buy |
126,780
+21,888
| +21% | +$4.12M | 0.19% | 98 |
|
|
2023
Q1 | $17.5M | Buy |
104,892
+15,917
| +18% | +$2.65M | 0.15% | 144 |
|
|
2022
Q4 | $14.7M | Sell |
88,975
-21,888
| -20% | -$3.62M | 0.13% | 176 |
|
|
2022
Q3 | $16.6M | Sell |
110,863
-18,445
| -14% | -$2.75M | 0.15% | 154 |
|
|
2022
Q2 | $20.1M | Sell |
129,308
-37,060
| -22% | -$5.75M | 0.16% | 142 |
|
|
2022
Q1 | $28.4M | Sell |
166,368
-7,241
| -4% | -$1.23M | 0.17% | 118 |
|
|
2021
Q4 | $30.2M | Buy |
173,609
+3,041
| +2% | +$529K | 0.16% | 123 |
|
|
2021
Q3 | $25.8M | Buy |
170,568
+2,707
| +2% | +$410K | 0.16% | 118 |
|
|
2021
Q2 | $23.6M | Buy |
167,861
+17,501
| +12% | +$2.46M | 0.14% | 149 |
|
|
2021
Q1 | $18.3M | Buy |
150,360
+3,511
| +2% | +$428K | 0.12% | 186 |
|
|
2020
Q4 | $17.2M | Buy |
146,849
+20,827
| +17% | +$2.44M | 0.11% | 178 |
|
|
2020
Q3 | $14.5M | Buy |
126,022
+25,157
| +25% | +$2.89M | 0.1% | 178 |
|
|
2020
Q2 | $10.8M | Buy |
100,865
+3,760
| +4% | +$404K | 0.08% | 249 |
|
|
2020
Q1 | $8.4M | Sell |
97,105
-48,782
| -33% | -$4.22M | 0.08% | 258 |
|
|
2019
Q4 | $16.3M | Sell |
145,887
-21,547
| -13% | -$2.4M | 0.12% | 181 |
|
|
2019
Q3 | $16.8M | Buy |
167,434
+10,211
| +6% | +$1.02M | 0.13% | 173 |
|
|
2019
Q2 | $15.7M | Buy |
157,223
+14,752
| +10% | +$1.47M | 0.13% | 173 |
|
|
2019
Q1 | $13.4M | Buy |
142,471
+12,167
| +9% | +$1.14M | 0.11% | 199 |
|
|
2018
Q4 | $10.4M | Buy |
130,304
+3,047
| +2% | +$243K | 0.09% | 247 |
|
|
2018
Q3 | $10.5M | Sell |
127,257
-4,574
| -3% | -$378K | 0.07% | 328 |
|
|
2018
Q2 | $10.8M | Sell |
131,831
-432,102
| -77% | -$35.4M | 0.07% | 315 |
|
|
2018
Q1 | $46.6M | Sell |
563,933
-8,874
| -2% | -$733K | 0.11% | 361 |
|
|
2017
Q4 | $46.6M | Sell |
572,807
-93,704
| -14% | -$7.63M | 0.11% | 378 |
|
|
2017
Q3 | $55.9M | Sell |
666,511
-47,703
| -7% | -$4M | 0.13% | 232 |
|
|
2017
Q2 | $55.7M | Sell |
714,214
-50,933
| -7% | -$3.97M | 0.15% | 217 |
|
|
2017
Q1 | $56.5M | Sell |
765,147
-44,631
| -6% | -$3.3M | 0.15% | 193 |
|
|
2016
Q4 | $54.7M | Buy |
809,778
+246,138
| +44% | +$16.6M | 0.16% | 173 |
|
|
2016
Q3 | $37.9M | Sell |
563,640
-25,806
| -4% | -$1.74M | 0.12% | 309 |
|
|
2016
Q2 | $40.4M | Sell |
589,446
-19,513
| -3% | -$1.34M | 0.13% | 260 |
|
|
2016
Q1 | $37M | Sell |
608,959
-73,130
| -11% | -$4.45M | 0.12% | 280 |
|
|
2015
Q4 | $37.8M | Buy |
682,089
+38,093
| +6% | +$2.11M | 0.11% | 305 |
|
|
2015
Q3 | $33.6M | Buy |
643,996
+14,717
| +2% | +$769K | 0.1% | 332 |
|
|
2015
Q2 | $35.7M | Buy |
629,279
+10,561
| +2% | +$599K | 0.09% | 405 |
|
|
2015
Q1 | $34.7M | Buy |
618,718
+83,019
| +15% | +$4.66M | 0.08% | 448 |
|
|
2014
Q4 | $30.7M | Buy |
535,699
+52,050
| +11% | +$2.98M | 0.08% | 475 |
|
|
2014
Q3 | $25.3M | Buy |
483,649
+43,740
| +10% | +$2.29M | 0.06% | 543 |
|
|
2014
Q2 | $22.8M | Buy |
439,909
+47,253
| +12% | +$2.45M | 0.06% | 598 |
|
|
2014
Q1 | $19.4M | Buy |
392,656
+12,870
| +3% | +$634K | 0.06% | 627 |
|
|
2013
Q4 | $18.4M | Buy |
379,786
+9,779
| +3% | +$473K | 0.06% | 618 |
|
|
2013
Q3 | $16.1M | Buy |
370,007
+41,203
| +13% | +$1.79M | 0.06% | 598 |
|
|
2013
Q2 | $13.1M | Buy |
+328,804
| New | +$13.1M | 0.06% | 615 |
|