SIA
Schear Investment Advisers’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Buy |
3,321
+78
| +2% | +$17.1K | 0.36% | 70 |
|
|
2025
Q1 | $791K | Buy |
3,243
+1,144
| +55% | +$279K | 0.46% | 63 |
|
|
2024
Q4 | $446K | Buy |
2,099
+237
| +13% | +$50.3K | 0.24% | 74 |
|
|
2024
Q3 | $415K | Buy |
1,862
+428
| +30% | +$95.5K | 0.26% | 75 |
|
|
2024
Q2 | $302K | Buy |
1,434
+222
| +18% | +$46.8K | 0.22% | 77 |
|
|
2024
Q1 | $250K | Buy |
+1,212
| New | +$250K | 0.2% | 77 |
|