New Vernon 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 | $3.77M | Hold |
17,221
| – | – | 4.38% | 9 |
|
|
2025
Q1 | $4.2M | Buy |
17,221
+9,908
| +135% | +$2.42M | 5.62% | 5 |
|
|
2024
Q4 | $584K | Buy |
+7,313
| New | +$584K | 0.77% | 32 |
|
|
2019
Q3 | – | Sell |
-18,603
| Closed | -$1.86M | – | 40 |
|
|
2019
Q2 | $1.86M | Hold |
18,603
| – | – | 3.67% | 12 |
|
|
2019
Q1 | $1.75M | Sell |
18,603
-689
| -4% | -$64.7K | 4.19% | 10 |
|
|
2018
Q4 | $1.54M | Sell |
19,292
-2,984
| -13% | -$238K | 4.45% | 9 |
|
|
2018
Q3 | $1.84M | Hold |
22,276
| – | – | 2.18% | 18 |
|
|
2018
Q2 | $1.83M | Hold |
22,276
| – | – | 2.08% | 18 |
|
|
2018
Q1 | $1.84M | Buy |
+22,276
| New | +$1.84M | 2.2% | 22 |
|