OPCM
Osborne Partners Capital Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Sell |
77,560
-3,502
| -4% | -$766K | 0.9% | 31 |
|
|
2025
Q1 | $19.8M | Sell |
81,062
-816
| -1% | -$199K | 1.14% | 17 |
|
|
2024
Q4 | $17.4M | Sell |
81,878
-51
| -0.1% | -$10.8K | 1.01% | 23 |
|
|
2024
Q3 | $18.3M | Sell |
81,929
-2,709
| -3% | -$604K | 1.04% | 22 |
|
|
2024
Q2 | $17.8M | Buy |
84,638
+1,412
| +2% | +$298K | 1.07% | 23 |
|
|
2024
Q1 | $17.1M | Sell |
83,226
-922
| -1% | -$190K | 1.06% | 24 |
|
|
2023
Q4 | $15.9M | Sell |
84,148
-712
| -0.8% | -$135K | 1.04% | 26 |
|
|
2023
Q3 | $16.1M | Sell |
84,860
-1,307
| -2% | -$249K | 1.2% | 22 |
|
|
2023
Q2 | $16.2M | Sell |
86,167
-291
| -0.3% | -$54.7K | 1.17% | 22 |
|
|
2023
Q1 | $14.4M | Buy |
86,458
+297
| +0.3% | +$49.5K | 1.06% | 25 |
|
|
2022
Q4 | $14.3M | Buy |
86,161
+714
| +0.8% | +$118K | 1.12% | 24 |
|
|
2022
Q3 | $12.8M | Sell |
85,447
-54
| -0.1% | -$8.06K | 1.07% | 24 |
|
|
2022
Q2 | $13.3M | Buy |
85,501
+18,436
| +27% | +$2.86M | 1.02% | 25 |
|
|
2022
Q1 | $11.4M | Buy |
67,065
+1,759
| +3% | +$300K | 0.84% | 40 |
|
|
2021
Q4 | $11.4M | Sell |
65,306
-234
| -0.4% | -$40.7K | 0.83% | 40 |
|
|
2021
Q3 | $9.93M | Buy |
65,540
+1,850
| +3% | +$280K | 0.8% | 43 |
|
|
2021
Q2 | $8.96M | Buy |
63,690
+961
| +2% | +$135K | 0.74% | 48 |
|
|
2021
Q1 | $7.64M | Sell |
62,729
-22,455
| -26% | -$2.73M | 0.7% | 50 |
|
|
2020
Q4 | $9.97M | Buy |
85,184
+24,561
| +41% | +$2.87M | 1.22% | 21 |
|
|
2020
Q3 | $6.95M | Sell |
60,623
-195
| -0.3% | -$22.4K | 1.4% | 20 |
|
|
2020
Q2 | $6.53M | Sell |
60,818
-2,679
| -4% | -$288K | 1.4% | 21 |
|
|
2020
Q1 | $5.49M | Sell |
63,497
-1,627
| -2% | -$141K | 1.43% | 21 |
|
|
2019
Q4 | $7.26M | Sell |
65,124
-4,218
| -6% | -$470K | 1.47% | 22 |
|
|
2019
Q3 | $6.94M | Sell |
69,342
-815
| -1% | -$81.5K | 1.39% | 24 |
|
|
2019
Q2 | $7M | Sell |
70,157
-2,607
| -4% | -$260K | 1.34% | 20 |
|
|
2019
Q1 | $6.83M | Sell |
72,764
-26,155
| -26% | -$2.46M | 1.33% | 25 |
|
|
2018
Q4 | $7.89M | Sell |
98,919
-2,633
| -3% | -$210K | 1.18% | 24 |
|
|
2018
Q3 | $8.4M | Sell |
101,552
-128
| -0.1% | -$10.6K | 1.07% | 29 |
|
|
2018
Q2 | $8.34M | Sell |
101,680
-2,743
| -3% | -$225K | 1.14% | 27 |
|
|
2018
Q1 | $8.62M | Buy |
104,423
+1,026
| +1% | +$84.7K | 1.19% | 27 |
|
|
2017
Q4 | $8.42M | Sell |
103,397
-782
| -0.8% | -$63.7K | 1.11% | 28 |
|
|
2017
Q3 | $8.73M | Buy |
104,179
+760
| +0.7% | +$63.7K | 1.2% | 24 |
|
|
2017
Q2 | $8.06M | Buy |
103,419
+1,590
| +2% | +$124K | 1.15% | 26 |
|
|
2017
Q1 | $7.52M | Sell |
101,829
-1,484
| -1% | -$110K | 1.08% | 25 |
|
|
2016
Q4 | $6.98M | Buy |
103,313
+3,520
| +4% | +$238K | 1.02% | 28 |
|
|
2016
Q3 | $6.71M | Sell |
99,793
-800
| -0.8% | -$53.8K | 1% | 32 |
|
|
2016
Q2 | $6.89M | Sell |
100,593
-7,880
| -7% | -$539K | 1.03% | 31 |
|
|
2016
Q1 | $6.59M | Buy |
108,473
+1,495
| +1% | +$90.9K | 0.97% | 35 |
|
|
2015
Q4 | $5.93M | Buy |
106,978
+1,055
| +1% | +$58.5K | 0.86% | 39 |
|
|
2015
Q3 | $5.53M | Buy |
105,923
+2,988
| +3% | +$156K | 0.81% | 43 |
|
|
2015
Q2 | $5.84M | Buy |
102,935
+2,765
| +3% | +$157K | 0.78% | 45 |
|
|
2015
Q1 | $5.62M | Sell |
100,170
-995
| -1% | -$55.8K | 0.74% | 49 |
|
|
2014
Q4 | $5.79M | Buy |
101,165
+40,845
| +68% | +$2.34M | 0.7% | 48 |
|
|
2014
Q3 | $3.16M | Buy |
60,320
+47,070
| +355% | +$2.46M | 0.41% | 64 |
|
|
2014
Q2 | $687K | Buy |
13,250
+275
| +2% | +$14.3K | 0.09% | 122 |
|
|
2014
Q1 | $640K | Buy |
+12,975
| New | +$640K | 0.08% | 129 |
|