Napatree Capital’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$954K Buy
3,911
+173
+5% +$42.2K 0.54% 53
2024
Q4
$794K Buy
3,738
+135
+4% +$28.7K 0.47% 59
2024
Q3
$804K Buy
3,603
+334
+10% +$74.5K 0.56% 50
2024
Q2
$689K Buy
+3,269
New +$689K 0.56% 59