Parthenon LLC’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	$277K	Buy	1,269 +56	+5%	+$12.2K	0.03%	112
2025 Q1	$296K	Hold	1,213	–	–	0.04%	109
2024 Q4	$258K	Hold	1,213	–	–	0.03%	117
2024 Q3	$271K	Hold	1,213	–	–	0.03%	112
2024 Q2	$256K	Hold	1,213	–	–	0.03%	111
2024 Q1	$250K	Buy	+1,213	New	+$250K	0.03%	109
2017 Q3	–	Sell	-20,618	Closed	-$1.61M	–	109
2017 Q2	$1.61M	Sell	20,618 -5,200	-20%	-$405K	0.38%	59
2017 Q1	$1.91M	Hold	25,818	–	–	0.45%	55
2016 Q4	$1.75M	Hold	25,818	–	–	0.43%	56
2016 Q3	$1.74M	Hold	25,818	–	–	0.43%	54
2016 Q2	$1.77M	Hold	25,818	–	–	0.44%	51
2016 Q1	$1.57M	Hold	25,818	–	–	0.4%	56
2015 Q4	$1.43M	Hold	25,818	–	–	0.37%	57
2015 Q3	$1.35M	Hold	25,818	–	–	0.38%	57
2015 Q2	$1.46M	Hold	25,818	–	–	0.39%	56
2015 Q1	$1.45M	Hold	25,818	–	–	0.38%	56
2014 Q4	$1.48M	Hold	25,818	–	–	0.41%	54
2014 Q3	$1.35M	Hold	25,818	–	–	0.39%	54
2014 Q2	$1.34M	Hold	25,818	–	–	0.4%	55
2014 Q1	$1.27M	Hold	25,818	–	–	0.38%	55
2013 Q4	$1.25M	Hold	25,818	–	–	0.38%	54
2013 Q3	$1.12M	Hold	25,818	–	–	0.37%	53
2013 Q2	$1.03M	Buy	+25,818	New	+$1.03M	0.35%	54