Quilter Plc’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 | $82.3M | Buy |
376,213
+47,956
| +15% | +$10.5M | 1.5% | 23 |
|
|
2025
Q1 | $80.1M | Buy |
328,257
+29,350
| +10% | +$7.16M | 1.66% | 22 |
|
|
2024
Q4 | $63.5M | Buy |
298,907
+19,350
| +7% | +$4.11M | 1.25% | 26 |
|
|
2024
Q3 | $62.4M | Buy |
279,557
+16,382
| +6% | +$3.65M | 1.27% | 26 |
|
|
2024
Q2 | $55.5M | Buy |
263,175
+17,270
| +7% | +$3.64M | 1.24% | 27 |
|
|
2024
Q1 | $50.7M | Buy |
245,905
+14,257
| +6% | +$2.94M | 1.2% | 27 |
|
|
2023
Q4 | $43.7M | Sell |
231,648
-181,635
| -44% | -$34.3M | 1.48% | 21 |
|
|
2023
Q3 | $412M | Buy |
413,283
+1,553
| +0.4% | +$1.55M | 1.63% | 20 |
|
|
2023
Q2 | $409M | Sell |
411,730
-1,411
| -0.3% | -$1.4M | 1.59% | 22 |
|
|
2023
Q1 | $410M | Sell |
413,141
-32,156
| -7% | -$31.9M | 1.57% | 22 |
|
|
2022
Q4 | $73.7M | Buy |
445,297
+11,681
| +3% | +$1.93M | 2.42% | 12 |
|
|
2022
Q3 | $64.7M | Buy |
433,616
+2,377
| +0.6% | +$355K | 2.32% | 12 |
|
|
2022
Q2 | $67M | Buy |
431,239
+55,406
| +15% | +$8.6M | 2.27% | 13 |
|
|
2022
Q1 | $64.1M | Buy |
375,833
+16,200
| +5% | +$2.76M | 1.74% | 18 |
|
|
2021
Q4 | $60.1M | Buy |
359,633
+46,884
| +15% | +$7.84M | 1.57% | 18 |
|
|
2021
Q3 | $47.4M | Buy |
312,749
+10,913
| +4% | +$1.65M | 1.32% | 20 |
|
|
2021
Q2 | $42.5M | Buy |
301,836
+27,771
| +10% | +$3.91M | 1.22% | 21 |
|
|
2021
Q1 | $33.4M | Buy |
274,065
+11,481
| +4% | +$1.4M | 1.06% | 26 |
|
|
2020
Q4 | $30.7M | Sell |
262,584
-9,056
| -3% | -$1.06M | 1.05% | 26 |
|
|
2020
Q3 | $31.2M | Buy |
271,640
+7,501
| +3% | +$860K | 1.23% | 24 |
|
|
2020
Q2 | $28.4M | Buy |
264,139
+12,809
| +5% | +$1.38M | 1.39% | 21 |
|
|
2020
Q1 | $21.7M | Buy |
251,330
+20,957
| +9% | +$1.81M | 1.44% | 21 |
|
|
2019
Q4 | $25.7M | Buy |
+230,373
| New | +$25.7M | 1.51% | 19 |
|