Logan Capital 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 | $875 | Sell |
4
-298
| -99% | -$65.2K | ﹤0.01% | 434 |
|
|
2025
Q1 | $73.7K | Sell |
302
-4
| -1% | -$976 | ﹤0.01% | 325 |
|
|
2024
Q4 | $65K | Buy |
306
+4
| +1% | +$850 | ﹤0.01% | 331 |
|
|
2024
Q3 | $67.4K | Buy |
302
+4
| +1% | +$892 | ﹤0.01% | 334 |
|
|
2024
Q2 | $62.8K | Hold |
298
| – | – | ﹤0.01% | 326 |
|
|
2024
Q1 | $61.4K | Hold |
298
| – | – | ﹤0.01% | 332 |
|
|
2023
Q4 | $56.5K | Hold |
298
| – | – | ﹤0.01% | 343 |
|
|
2023
Q3 | $56.7K | Hold |
298
| – | – | ﹤0.01% | 338 |
|
|
2023
Q2 | $56K | Hold |
298
| – | – | ﹤0.01% | 333 |
|
|
2023
Q1 | $49.6K | Sell |
298
-26
| -8% | -$4.33K | ﹤0.01% | 349 |
|
|
2022
Q4 | $53.6K | Sell |
324
-14,762
| -98% | -$2.44M | ﹤0.01% | 342 |
|
|
2022
Q3 | $2.25M | Sell |
15,086
-18
| -0.1% | -$2.69K | 0.14% | 142 |
|
|
2022
Q2 | $2.35M | Buy |
15,104
+248
| +2% | +$38.5K | 0.13% | 147 |
|
|
2022
Q1 | $2.53M | Buy |
14,856
+385
| +3% | +$65.6K | 0.12% | 150 |
|
|
2021
Q4 | $2.52M | Buy |
14,471
+96
| +0.7% | +$16.7K | 0.11% | 152 |
|
|
2021
Q3 | $2.18M | Sell |
14,375
-18,052
| -56% | -$2.73M | 0.1% | 152 |
|
|
2021
Q2 | $4.56M | Sell |
32,427
-6,956
| -18% | -$979K | 0.21% | 115 |
|
|
2021
Q1 | $4.8M | Sell |
39,383
-1,612
| -4% | -$196K | 0.24% | 106 |
|
|
2020
Q4 | $4.8M | Sell |
40,995
-470
| -1% | -$55K | 0.24% | 106 |
|
|
2020
Q3 | $4.76M | Sell |
41,465
-1,361
| -3% | -$156K | 0.26% | 103 |
|
|
2020
Q2 | $4.6M | Buy |
42,826
+5,750
| +16% | +$617K | 0.27% | 95 |
|
|
2020
Q1 | $3.21M | Sell |
37,076
-378
| -1% | -$32.7K | 0.22% | 111 |
|
|
2019
Q4 | $4.17M | Sell |
37,454
-602
| -2% | -$67.1K | 0.23% | 110 |
|
|
2019
Q3 | $3.81M | Buy |
38,056
+824
| +2% | +$82.4K | 0.22% | 114 |
|
|
2019
Q2 | $3.71M | Sell |
37,232
-40,647
| -52% | -$4.05M | 0.22% | 115 |
|
|
2019
Q1 | $7.31M | Buy |
77,879
+30,442
| +64% | +$2.86M | 0.45% | 69 |
|
|
2018
Q4 | $3.78M | Buy |
47,437
+374
| +0.8% | +$29.8K | 0.3% | 92 |
|
|
2018
Q3 | $3.89M | Sell |
47,063
-1,804
| -4% | -$149K | 0.26% | 94 |
|
|
2018
Q2 | $4.01M | Sell |
48,867
-6,503
| -12% | -$533K | 0.28% | 93 |
|
|
2018
Q1 | $4.57M | Sell |
55,370
-4,027
| -7% | -$333K | 0.32% | 83 |
|
|
2017
Q4 | $4.83M | Sell |
59,397
-9,065
| -13% | -$738K | 0.34% | 82 |
|
|
2017
Q3 | $5.74M | Sell |
68,462
-1,801
| -3% | -$151K | 0.41% | 72 |
|
|
2017
Q2 | $5.48M | Sell |
70,263
-2,960
| -4% | -$231K | 0.41% | 76 |
|
|
2017
Q1 | $5.41M | Sell |
73,223
-6,914
| -9% | -$511K | 0.42% | 73 |
|
|
2016
Q4 | $5.42M | Buy |
80,137
+1,195
| +2% | +$80.8K | 0.43% | 69 |
|
|
2016
Q3 | $5.31M | Buy |
78,942
+63,947
| +426% | +$4.3M | 0.43% | 67 |
|
|
2016
Q2 | $1.03M | Buy |
14,995
+629
| +4% | +$43.1K | 0.09% | 144 |
|
|
2016
Q1 | $873K | Sell |
14,366
-692
| -5% | -$42.1K | 0.07% | 172 |
|
|
2015
Q4 | $835K | Sell |
15,058
-78
| -0.5% | -$4.33K | 0.07% | 177 |
|
|
2015
Q3 | $790K | Buy |
15,136
+1,022
| +7% | +$53.3K | 0.07% | 173 |
|
|
2015
Q2 | $800K | Buy |
14,114
+79
| +0.6% | +$4.48K | 0.06% | 188 |
|
|
2015
Q1 | $787K | Buy |
14,035
+764
| +6% | +$42.8K | 0.06% | 179 |
|
|
2014
Q4 | $760K | Buy |
13,271
+1
| +0% | +$57 | 0.05% | 173 |
|
|
2014
Q3 | $695K | Sell |
13,270
-845
| -6% | -$44.3K | 0.05% | 171 |
|
|
2014
Q2 | $731K | Sell |
14,115
-10,845
| -43% | -$562K | 0.05% | 162 |
|
|
2014
Q1 | $1.23M | Sell |
24,960
-305
| -1% | -$15K | 0.09% | 131 |
|
|
2013
Q4 | $1.22M | Buy |
25,265
+1,395
| +6% | +$67.5K | 0.09% | 133 |
|
|
2013
Q3 | $1.04M | Sell |
23,870
-30,525
| -56% | -$1.33M | 0.08% | 139 |
|
|
2013
Q2 | $1.75M | Buy |
+54,395
| New | +$1.75M | 0.14% | 111 |
|