NorthStar Asset Management (New Jersey)’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 | $1.55M | Buy |
7,078
+576
| +9% | +$126K | 0.82% | 29 |
|
|
2025
Q1 | $1.59M | Buy |
6,502
+743
| +13% | +$181K | 0.99% | 26 |
|
|
2024
Q4 | $1.22M | Buy |
5,759
+613
| +12% | +$130K | 0.78% | 27 |
|
|
2024
Q3 | $1.15M | Buy |
5,146
+1,151
| +29% | +$257K | 0.77% | 28 |
|
|
2024
Q2 | $842K | Buy |
3,995
+395
| +11% | +$83.2K | 0.58% | 32 |
|
|
2024
Q1 | $742K | Buy |
3,600
+627
| +21% | +$129K | 0.56% | 37 |
|
|
2023
Q4 | $563K | Buy |
+2,973
| New | +$563K | 0.51% | 42 |
|