JIM
Jensen Investment Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530M | Sell |
2,423,637
-206,049
| -8% | -$45.1M | 6.21% | 3 |
|
|
2025
Q1 | $642M | Sell |
2,629,686
-410,865
| -14% | -$100M | 7.1% | 2 |
|
|
2024
Q4 | $646M | Sell |
3,040,551
-10,280
| -0.3% | -$2.18M | 5.85% | 4 |
|
|
2024
Q3 | $681M | Sell |
3,050,831
-175,427
| -5% | -$39.1M | 5.69% | 4 |
|
|
2024
Q2 | $680M | Buy |
3,226,258
+40,182
| +1% | +$8.47M | 5.56% | 6 |
|
|
2024
Q1 | $656M | Buy |
3,186,076
+237,071
| +8% | +$48.8M | 5.01% | 8 |
|
|
2023
Q4 | $559M | Sell |
2,949,005
-67,471
| -2% | -$12.8M | 4.23% | 9 |
|
|
2023
Q3 | $574M | Buy |
3,016,476
+86,282
| +3% | +$16.4M | 4.54% | 9 |
|
|
2023
Q2 | $551M | Buy |
2,930,194
+35,596
| +1% | +$6.69M | 4.04% | 8 |
|
|
2023
Q1 | $477M | Buy |
2,894,598
+279,134
| +11% | +$46M | 3.76% | 10 |
|
|
2022
Q4 | $433M | Buy |
2,615,464
+398,179
| +18% | +$65.9M | 3.38% | 14 |
|
|
2022
Q3 | $331M | Buy |
2,217,285
+179,485
| +9% | +$26.8M | 2.88% | 14 |
|
|
2022
Q2 | $316M | Buy |
2,037,800
+439,485
| +27% | +$68.2M | 2.62% | 18 |
|
|
2022
Q1 | $272M | Buy |
1,598,315
+216,740
| +16% | +$36.9M | 2.03% | 21 |
|
|
2021
Q4 | $240M | Buy |
1,381,575
+184,815
| +15% | +$32.1M | 1.69% | 26 |
|
|
2021
Q3 | $181M | Buy |
1,196,760
+11,595
| +1% | +$1.76M | 1.44% | 27 |
|
|
2021
Q2 | $167M | Buy |
+1,185,165
| New | +$167M | 1.26% | 27 |
|