Parnassus Investments’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$581M Sell
2025
Q1
$683M Sell
2024
Q4
$758M Sell
2024
Q3
$954M Buy
2024
Q2
$883M Sell
2024
Q1
$869M Sell
2023
Q4
$807M Buy
2023
Q3
$808M Sell
2023
Q2
$815M Buy
2023
Q1
$712M Sell
2022
Q4
$713M Sell
2022
Q3
$646M Buy
2022
Q2
$636M Buy