Kayne Anderson Rudnick Investment 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 | $49.2M | Sell |
225,038
-6,895
| -3% | -$1.51M | 0.12% | 140 |
|
2025
Q1 | $56.6M | Sell |
231,933
-8,551
| -4% | -$2.09M | 0.14% | 127 |
|
2024
Q4 | $51.1M | Buy |
240,484
+16,853
| +8% | +$3.58M | 0.12% | 139 |
|
2024
Q3 | $49.9M | Buy |
223,631
+283
| +0.1% | +$63.1K | 0.11% | 139 |
|
2024
Q2 | $47.1M | Sell |
223,348
-12,726
| -5% | -$2.68M | 0.11% | 143 |
|
2024
Q1 | $48.6M | Buy |
236,074
+7,261
| +3% | +$1.5M | 0.11% | 139 |
|
2023
Q4 | $43.4M | Sell |
228,813
-2,590
| -1% | -$491K | 0.11% | 141 |
|
2023
Q3 | $44M | Sell |
231,403
-2,682
| -1% | -$510K | 0.13% | 135 |
|
2023
Q2 | $44M | Buy |
234,085
+3,017
| +1% | +$567K | 0.12% | 135 |
|
2023
Q1 | $38.5M | Buy |
231,068
+16,223
| +8% | +$2.7M | 0.11% | 144 |
|
2022
Q4 | $35.6M | Buy |
214,845
+13,754
| +7% | +$2.28M | 0.11% | 143 |
|
2022
Q3 | $30M | Buy |
201,091
+1,874
| +0.9% | +$280K | 0.1% | 151 |
|
2022
Q2 | $30.9M | Buy |
199,217
+22,854
| +13% | +$3.55M | 0.1% | 154 |
|
2022
Q1 | $30.1M | Sell |
176,363
-681
| -0.4% | -$116K | 0.08% | 169 |
|
2021
Q4 | $30.8M | Buy |
177,044
+7,582
| +4% | +$1.32M | 0.07% | 175 |
|
2021
Q3 | $25.7M | Sell |
169,462
-9,516
| -5% | -$1.44M | 0.06% | 177 |
|
2021
Q2 | $25.2M | Buy |
178,978
+18,126
| +11% | +$2.55M | 0.06% | 180 |
|
2021
Q1 | $19.6M | Sell |
160,852
-32,977
| -17% | -$4.02M | 0.05% | 183 |
|
2020
Q4 | $22.7M | Sell |
193,829
-900
| -0.5% | -$105K | 0.07% | 174 |
|
2020
Q3 | $22.3M | Sell |
194,729
-1,418
| -0.7% | -$163K | 0.08% | 164 |
|
2020
Q2 | $21.1M | Buy |
196,147
+10,677
| +6% | +$1.15M | 0.09% | 156 |
|
2020
Q1 | $16M | Buy |
185,470
+14,268
| +8% | +$1.23M | 0.09% | 148 |
|
2019
Q4 | $19.1M | Sell |
171,202
-2,897
| -2% | -$323K | 0.09% | 140 |
|
2019
Q3 | $17.4M | Sell |
174,099
-1,334
| -0.8% | -$133K | 0.09% | 141 |
|
2019
Q2 | $17.5M | Sell |
175,433
-2,209
| -1% | -$220K | 0.09% | 136 |
|
2019
Q1 | $16.7M | Sell |
177,642
-3,155
| -2% | -$296K | 0.1% | 131 |
|
2018
Q4 | $14.4M | Sell |
180,797
-4,772
| -3% | -$381K | 0.1% | 135 |
|
2018
Q3 | $15.4M | Sell |
185,569
-6,447
| -3% | -$533K | 0.09% | 146 |
|
2018
Q2 | $15.7M | Sell |
192,016
-80,278
| -29% | -$6.58M | 0.1% | 140 |
|
2018
Q1 | $22.5M | Sell |
272,294
-7,262
| -3% | -$600K | 0.17% | 113 |
|
2017
Q4 | $22.8M | Sell |
279,556
-501
| -0.2% | -$40.8K | 0.18% | 113 |
|
2017
Q3 | $23.5M | Buy |
280,057
+520
| +0.2% | +$43.6K | 0.21% | 109 |
|
2017
Q2 | $21.8M | Sell |
279,537
-44,610
| -14% | -$3.48M | 0.22% | 116 |
|
2017
Q1 | $24M | Sell |
324,147
-38,963
| -11% | -$2.88M | 0.26% | 103 |
|
2016
Q4 | $24.5M | Sell |
363,110
-1,257
| -0.3% | -$85K | 0.29% | 103 |
|
2016
Q3 | $24.5M | Buy |
364,367
+312
| +0.1% | +$21K | 0.31% | 93 |
|
2016
Q2 | $24.9M | Sell |
364,055
-2,474
| -0.7% | -$169K | 0.38% | 72 |
|
2016
Q1 | $22.3M | Buy |
366,529
+1,366
| +0.4% | +$83K | 0.36% | 76 |
|
2015
Q4 | $20.2M | Buy |
365,163
+6,598
| +2% | +$366K | 0.33% | 84 |
|
2015
Q3 | $18.7M | Sell |
358,565
-5,251
| -1% | -$274K | 0.32% | 79 |
|
2015
Q2 | $20.6M | Buy |
363,816
+6,151
| +2% | +$349K | 0.32% | 84 |
|
2015
Q1 | $20.1M | Buy |
357,665
+96,809
| +37% | +$5.43M | 0.31% | 85 |
|
2014
Q4 | $14.9M | Buy |
+260,856
| New | +$14.9M | 0.25% | 113 |
|