MMA Asset 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
$853K Buy
3,900
+396
+11% +$86.6K 0.33% 63
2025
Q1
$855K Hold
3,504
0.36% 51
2024
Q4
$744K Hold
3,504
0.33% 57
2024
Q3
$782K Hold
3,504
0.21% 75
2024
Q2
$738K Buy
3,504
+9
+0.3% +$1.9K 0.35% 55
2024
Q1
$712K Buy
+3,495
New +$712K 0.33% 57