NEOS 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 | $9.18M | Buy |
41,998
+8,916
| +27% | +$1.95M | 0.11% | 162 |
|
|
2025
Q1 | $8.07M | Buy |
33,082
+6,260
| +23% | +$1.53M | 0.15% | 140 |
|
|
2024
Q4 | $5.7M | Buy |
26,822
+6,216
| +30% | +$1.32M | 0.13% | 142 |
|
|
2024
Q3 | $4.6M | Buy |
20,606
+4,060
| +25% | +$906K | 0.14% | 138 |
|
|
2024
Q2 | $3.49M | Buy |
16,546
+4,980
| +43% | +$1.05M | 0.14% | 130 |
|
|
2024
Q1 | $2.38M | Buy |
11,566
+4,584
| +66% | +$944K | 0.15% | 133 |
|
|
2023
Q4 | $1.32M | Buy |
6,982
+1,771
| +34% | +$336K | 0.13% | 154 |
|
|
2023
Q3 | $992K | Buy |
+5,211
| New | +$992K | 0.13% | 148 |
|