Sentry Investment 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 | $332K | Hold |
1,559
| – | – | 0.18% | 119 |
|
|
2025
Q1 | $349K | Sell |
1,559
-466
| -23% | -$104K | 0.24% | 93 |
|
|
2024
Q4 | $430K | Sell |
2,025
-330
| -14% | -$70.1K | 0.21% | 107 |
|
|
2024
Q3 | $525K | Hold |
2,355
| – | – | 0.22% | 103 |
|
|
2024
Q2 | $496K | Sell |
2,355
-482
| -17% | -$102K | 0.22% | 106 |
|
|
2024
Q1 | $584K | Hold |
2,837
| – | – | 0.23% | 107 |
|
|
2023
Q4 | $538K | Sell |
2,837
-31
| -1% | -$5.88K | 0.23% | 101 |
|
|
2023
Q3 | $546K | Sell |
2,868
-651
| -18% | -$124K | 0.26% | 80 |
|
|
2023
Q2 | $662K | Hold |
3,519
| – | – | 0.25% | 101 |
|
|
2023
Q1 | $586K | Sell |
3,519
-1,160
| -25% | -$193K | 0.24% | 110 |
|
|
2022
Q4 | $774K | Buy |
4,679
+1,302
| +39% | +$215K | 0.34% | 66 |
|
|
2022
Q3 | $504K | Hold |
3,377
| – | – | 0.24% | 88 |
|
|
2022
Q2 | $524K | Sell |
3,377
-658
| -16% | -$102K | 0.24% | 89 |
|
|
2022
Q1 | $688K | Sell |
4,035
-679
| -14% | -$116K | 0.22% | 102 |
|
|
2021
Q4 | $819K | Hold |
4,714
| – | – | 0.22% | 116 |
|
|
2021
Q3 | $714K | Sell |
4,714
-248
| -5% | -$37.6K | 0.21% | 120 |
|
|
2021
Q2 | $698K | Hold |
4,962
| – | – | 0.18% | 142 |
|
|
2021
Q1 | $604K | Sell |
4,962
-23,751
| -83% | -$2.89M | 0.17% | 144 |
|
|
2020
Q4 | $3.36M | Sell |
28,713
-3,931
| -12% | -$460K | 0.17% | 145 |
|
|
2020
Q3 | $3.74M | Buy |
32,644
+3,931
| +14% | +$451K | 0.21% | 124 |
|
|
2020
Q2 | $3.08M | Sell |
28,713
-2,908
| -9% | -$312K | 0.19% | 135 |
|
|
2020
Q1 | $2.73M | Hold |
31,621
| – | – | 0.2% | 121 |
|
|
2019
Q4 | $3.52M | Hold |
31,621
| – | – | 0.21% | 126 |
|
|
2019
Q3 | $3.16M | Hold |
31,621
| – | – | 0.21% | 131 |
|
|
2019
Q2 | $3.15M | Buy |
31,621
+1,658
| +6% | +$165K | 0.21% | 126 |
|
|
2019
Q1 | $2.81M | Sell |
29,963
-2,662
| -8% | -$250K | 0.2% | 127 |
|
|
2018
Q4 | $2.6M | Sell |
32,625
-860
| -3% | -$68.6K | 0.19% | 138 |
|
|
2018
Q3 | $2.77M | Hold |
33,485
| – | – | 0.17% | 154 |
|
|
2018
Q2 | $2.75M | Sell |
33,485
-3,590
| -10% | -$294K | 0.18% | 151 |
|
|
2018
Q1 | $3.06M | Sell |
37,075
-3,557
| -9% | -$294K | 0.19% | 140 |
|
|
2017
Q4 | $3.31M | Hold |
40,632
| – | – | 0.18% | 148 |
|
|
2017
Q3 | $3.41M | Hold |
40,632
| – | – | 0.13% | 139 |
|
|
2017
Q2 | $3.17M | Buy |
40,632
+2,706
| +7% | +$211K | 0.12% | 139 |
|
|
2017
Q1 | $2.8M | Sell |
37,926
-1,732
| -4% | -$128K | 0.11% | 151 |
|
|
2016
Q4 | $2.68M | Hold |
39,658
| – | – | 0.11% | 158 |
|
|
2016
Q3 | $2.67M | Sell |
39,658
-990
| -2% | -$66.6K | 0.12% | 153 |
|
|
2016
Q2 | $2.78M | Hold |
40,648
| – | – | 0.12% | 130 |
|
|
2016
Q1 | $2.47M | Hold |
40,648
| – | – | 0.11% | 148 |
|
|
2015
Q4 | $2.25M | Sell |
40,648
-1,366
| -3% | -$75.7K | 0.1% | 159 |
|
|
2015
Q3 | $2.19M | Buy |
42,014
+4,413
| +12% | +$230K | 0.11% | 152 |
|
|
2015
Q2 | $2.13M | Buy |
37,601
+1,394
| +4% | +$79K | 0.1% | 163 |
|
|
2015
Q1 | $2.03M | Buy |
36,207
+4,800
| +15% | +$269K | 0.1% | 167 |
|
|
2014
Q4 | $1.8M | Hold |
31,407
| – | – | 0.09% | 175 |
|
|
2014
Q3 | $1.64M | Sell |
31,407
-3,293
| -9% | -$172K | 0.08% | 175 |
|
|
2014
Q2 | $1.8M | Buy |
34,700
+2,500
| +8% | +$130K | 0.09% | 175 |
|
|
2014
Q1 | $1.59M | Hold |
32,200
| – | – | 0.08% | 185 |
|
|
2013
Q4 | $1.56M | Buy |
32,200
+5,300
| +20% | +$256K | 0.08% | 178 |
|
|
2013
Q3 | $1.17M | Buy |
26,900
+7,700
| +40% | +$335K | 0.07% | 208 |
|
|
2013
Q2 | $766K | Buy |
+19,200
| New | +$766K | 0.04% | 201 |
|