McRae Capital Management’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$557K Sell
2025
Q2
$623K Sell
2025
Q1
$708K Hold
2024
Q4
$616K Hold
2024
Q3
$647K Hold
2024
Q2
$611K Buy
2024
Q1
$557K Buy