Sanibel Captiva Trust Company’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
Q3
$8.73M Buy
2025
Q2
$9.39M Buy
2025
Q1
$10.5M Buy
2024
Q4
$840K Buy
2024
Q3
$711K Buy
2024
Q2
$649K Buy
2024
Q1
$631K Hold
2023
Q4
$580K Buy