Meridiem 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
$332M Buy
1,518,006
+6,710
+0.4% +$1.47M 6.03% 3
2025
Q1
$369M Buy
1,511,296
+71,853
+5% +$17.5M 6.75% 3
2024
Q4
$306M Buy
1,439,443
+3,438
+0.2% +$730K 5.47% 5
2024
Q3
$320M Sell
1,436,005
-24,620
-2% -$5.49M 5.7% 6
2024
Q2
$308M Buy
1,460,625
+55,855
+4% +$11.8M 5.78% 7
2024
Q1
$289M Buy
1,404,770
+172
+0% +$35.4K 5.67% 6
2023
Q4
$266M Buy
1,404,598
+203,017
+17% +$38.5M 5.74% 5
2023
Q3
$229M Sell
1,201,581
-30,110
-2% -$5.73M 6.12% 1
2023
Q2
$232M Sell
1,231,691
-1,113
-0.1% -$209K 5.97% 1
2023
Q1
$205M Buy
1,232,804
+15,071
+1% +$2.51M 5.77% 5
2022
Q4
$202M Buy
1,217,733
+65,357
+6% +$10.8M 6.25% 5
2022
Q3
$172M Sell
1,152,376
-162,831
-12% -$24.3M 5.83% 3
2022
Q2
$204M Buy
1,315,207
+182,197
+16% +$28.3M 5.62% 6
2022
Q1
$193M Buy
1,133,010
+210,941
+23% +$35.9M 5.46% 8
2021
Q4
$160M Buy
922,069
+16,537
+2% +$2.87M 4.83% 9
2021
Q3
$137M Buy
905,532
+21,492
+2% +$3.25M 4.64% 10
2021
Q2
$124M Buy
884,040
+57,730
+7% +$8.12M 4.51% 9
2021
Q1
$101M Buy
826,310
+33,374
+4% +$4.07M 4.05% 12
2020
Q4
$92.8M Buy
+792,936
New +$92.8M 4.85% 10