HIG

Heritage Investment Group’s Marsh & McLennan MMC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$206K	Hold	941	–	–	0.04%	110
2025 Q1	$230K	Buy	+941	New	+$230K	0.04%	100
2024 Q4	–	Sell	-941	Closed	-$210K	–	113
2024 Q3	$210K	Buy	+941	New	+$210K	0.04%	98