Kovitz Investment Group Partners’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 | $15.9M | Sell |
72,768
-8,376
| -10% | -$1.83M | 0.07% | 235 |
|
|
2025
Q1 | $19.8M | Sell |
81,144
-4,874
| -6% | -$1.19M | 0.1% | 172 |
|
|
2024
Q4 | $18.3M | Buy |
86,018
+74,902
| +674% | +$15.9M | 0.09% | 187 |
|
|
2024
Q3 | $987K | Buy |
11,116
+7,380
| +198% | +$655K | 0.01% | 626 |
|
|
2024
Q2 | $788K | Buy |
3,736
+2,131
| +133% | +$449K | 0.01% | 585 |
|
|
2024
Q1 | $331K | Buy |
+1,605
| New | +$331K | ﹤0.01% | 568 |
|