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