Rockefeller Capital Management’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 | $17.6M | Buy |
78,665
+14,211
| +22% | +$3.17M | 0.04% | 427 |
|
|
2025
Q1 | $15.7M | Sell |
64,454
-3,253
| -5% | -$794K | 0.04% | 426 |
|
|
2024
Q4 | $14.4M | Buy |
67,707
+5
| +0% | +$1.06K | 0.04% | 435 |
|
|
2024
Q3 | $15.1M | Sell |
67,702
-3,562
| -5% | -$794K | 0.04% | 418 |
|
|
2024
Q2 | $15M | Sell |
71,264
-340
| -0.5% | -$71.6K | 0.04% | 398 |
|
|
2024
Q1 | $14.7M | Buy |
71,604
+16,026
| +29% | +$3.3M | 0.04% | 405 |
|
|
2023
Q4 | $10.5M | Buy |
55,578
+1,911
| +4% | +$362K | 0.04% | 440 |
|
|
2023
Q3 | $10.2M | Sell |
53,667
-3,032
| -5% | -$577K | 0.04% | 414 |
|
|
2023
Q2 | $10.7M | Sell |
56,699
-251
| -0.4% | -$47.2K | 0.04% | 411 |
|
|
2023
Q1 | $9.48M | Buy |
56,950
+1,120
| +2% | +$187K | 0.04% | 421 |
|
|
2022
Q4 | $9.24M | Buy |
55,830
+2,055
| +4% | +$340K | 0.05% | 381 |
|
|
2022
Q3 | $8.03M | Buy |
53,775
+445
| +0.8% | +$66.4K | 0.04% | 414 |
|
|
2022
Q2 | $8.28M | Sell |
53,330
-5,465
| -9% | -$848K | 0.04% | 391 |
|
|
2022
Q1 | $10M | Sell |
58,795
-422
| -0.7% | -$71.9K | 0.05% | 363 |
|
|
2021
Q4 | $10.3M | Buy |
59,217
+7,511
| +15% | +$1.31M | 0.05% | 347 |
|
|
2021
Q3 | $7.83M | Buy |
51,706
+2,085
| +4% | +$316K | 0.04% | 361 |
|
|
2021
Q2 | $6.98M | Buy |
49,621
+8,738
| +21% | +$1.23M | 0.04% | 371 |
|
|
2021
Q1 | $4.98M | Buy |
40,883
+670
| +2% | +$81.6K | 0.03% | 369 |
|
|
2020
Q4 | $4.7M | Buy |
40,213
+6,734
| +20% | +$788K | 0.04% | 338 |
|
|
2020
Q3 | $3.84M | Buy |
33,479
+2,117
| +7% | +$243K | 0.04% | 309 |
|
|
2020
Q2 | $3.37M | Buy |
31,362
+1,107
| +4% | +$119K | 0.04% | 301 |
|
|
2020
Q1 | $2.62M | Buy |
30,255
+1,367
| +5% | +$118K | 0.03% | 300 |
|
|
2019
Q4 | $3.22M | Buy |
28,888
+99
| +0.3% | +$11K | 0.04% | 265 |
|
|
2019
Q3 | $2.88M | Buy |
28,789
+372
| +1% | +$37.2K | 0.04% | 245 |
|
|
2019
Q2 | $2.84M | Buy |
28,417
+2,751
| +11% | +$274K | 0.04% | 211 |
|
|
2019
Q1 | $2.41M | Buy |
25,666
+9,629
| +60% | +$904K | 0.03% | 234 |
|
|
2018
Q4 | $1.28M | Buy |
16,037
+15,990
| +34,021% | +$1.28M | 0.02% | 217 |
|
|
2018
Q3 | $4K | Sell |
47
-550
| -92% | -$46.8K | ﹤0.01% | 695 |
|
|
2018
Q2 | $49K | Buy |
+597
| New | +$49K | ﹤0.01% | 451 |
|