SAM
Silvercrest Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.7M | Sell |
341,488
-7,310
| -2% | -$1.6M | 0.5% | 53 |
|
|
2025
Q1 | $85.1M | Buy |
348,798
+29,880
| +9% | +$7.29M | 0.61% | 42 |
|
|
2024
Q4 | $67.7M | Buy |
318,918
+16,238
| +5% | +$3.45M | 0.45% | 62 |
|
|
2024
Q3 | $67.5M | Sell |
302,680
-7,370
| -2% | -$1.64M | 0.46% | 75 |
|
|
2024
Q2 | $65.3M | Sell |
310,050
-3,551
| -1% | -$748K | 0.45% | 69 |
|
|
2024
Q1 | $64.6M | Buy |
313,601
+2,914
| +0.9% | +$600K | 0.44% | 73 |
|
|
2023
Q4 | $58.9M | Sell |
310,687
-16,178
| -5% | -$3.07M | 0.42% | 90 |
|
|
2023
Q3 | $62.2M | Sell |
326,865
-11,945
| -4% | -$2.27M | 0.47% | 78 |
|
|
2023
Q2 | $63.7M | Buy |
338,810
+866
| +0.3% | +$163K | 0.45% | 79 |
|
|
2023
Q1 | $56.3M | Sell |
337,944
-12,178
| -3% | -$2.03M | 0.43% | 85 |
|
|
2022
Q4 | $57.9M | Sell |
350,122
-35,447
| -9% | -$5.87M | 0.45% | 78 |
|
|
2022
Q3 | $57.6M | Sell |
385,569
-11,011
| -3% | -$1.64M | 0.47% | 69 |
|
|
2022
Q2 | $61.6M | Sell |
396,580
-51,367
| -11% | -$7.97M | 0.47% | 68 |
|
|
2022
Q1 | $76.3M | Sell |
447,947
-105,361
| -19% | -$18M | 0.5% | 65 |
|
|
2021
Q4 | $96.2M | Sell |
553,308
-46,590
| -8% | -$8.1M | 0.61% | 46 |
|
|
2021
Q3 | $90.8M | Sell |
599,898
-4,836
| -0.8% | -$732K | 0.61% | 44 |
|
|
2021
Q2 | $85.1M | Sell |
604,734
-10,435
| -2% | -$1.47M | 0.56% | 53 |
|
|
2021
Q1 | $74.9M | Sell |
615,169
-123,149
| -17% | -$15M | 0.51% | 68 |
|
|
2020
Q4 | $86.4M | Sell |
738,318
-36,588
| -5% | -$4.28M | 0.63% | 49 |
|
|
2020
Q3 | $88.9M | Sell |
774,906
-58,199
| -7% | -$6.68M | 0.76% | 30 |
|
|
2020
Q2 | $89.5M | Sell |
833,105
-97,052
| -10% | -$10.4M | 0.79% | 23 |
|
|
2020
Q1 | $80.4M | Sell |
930,157
-51,087
| -5% | -$4.42M | 0.86% | 22 |
|
|
2019
Q4 | $109M | Sell |
981,244
-818
| -0.1% | -$91.1K | 0.85% | 20 |
|
|
2019
Q3 | $98.3M | Sell |
982,062
-4,493
| -0.5% | -$450K | 0.81% | 23 |
|
|
2019
Q2 | $98.4M | Buy |
986,555
+3,813
| +0.4% | +$380K | 0.92% | 20 |
|
|
2019
Q1 | $92.3M | Sell |
982,742
-7,885
| -0.8% | -$740K | 0.91% | 21 |
|
|
2018
Q4 | $79M | Sell |
990,627
-7,475
| -0.7% | -$596K | 0.87% | 29 |
|
|
2018
Q3 | $82.6M | Sell |
998,102
-10,200
| -1% | -$844K | 0.75% | 38 |
|
|
2018
Q2 | $82.7M | Sell |
1,008,302
-938
| -0.1% | -$76.9K | 0.77% | 34 |
|
|
2018
Q1 | $83.4M | Sell |
1,009,240
-54,062
| -5% | -$4.46M | 0.81% | 30 |
|
|
2017
Q4 | $86.5M | Sell |
1,063,302
-209,175
| -16% | -$17M | 0.8% | 29 |
|
|
2017
Q3 | $107M | Sell |
1,272,477
-10,239
| -0.8% | -$858K | 1.06% | 16 |
|
|
2017
Q2 | $100M | Buy |
1,282,716
+8,528
| +0.7% | +$665K | 1.07% | 14 |
|
|
2017
Q1 | $94.2M | Sell |
1,274,188
-1,087
| -0.1% | -$80.3K | 1.01% | 19 |
|
|
2016
Q4 | $86.2M | Sell |
1,275,275
-38,731
| -3% | -$2.62M | 0.97% | 21 |
|
|
2016
Q3 | $88.4M | Sell |
1,314,006
-22,440
| -2% | -$1.51M | 1.06% | 16 |
|
|
2016
Q2 | $91.5M | Sell |
1,336,446
-478
| -0% | -$32.7K | 1.16% | 12 |
|
|
2016
Q1 | $81.3M | Sell |
1,336,924
-29,647
| -2% | -$1.8M | 1.12% | 13 |
|
|
2015
Q4 | $75.8M | Sell |
1,366,571
-11,022
| -0.8% | -$611K | 1.05% | 17 |
|
|
2015
Q3 | $71.9M | Buy |
1,377,593
+6,251
| +0.5% | +$326K | 1.09% | 16 |
|
|
2015
Q2 | $77.8M | Sell |
1,371,342
-130,721
| -9% | -$7.41M | 1.04% | 14 |
|
|
2015
Q1 | $84.3M | Buy |
1,502,063
+30,204
| +2% | +$1.69M | 1.2% | 11 |
|
|
2014
Q4 | $84.2M | Sell |
1,471,859
-3,136
| -0.2% | -$180K | 1.22% | 12 |
|
|
2014
Q3 | $77.2M | Buy |
1,474,995
+14,317
| +1% | +$749K | 1.19% | 11 |
|
|
2014
Q2 | $75.7M | Sell |
1,460,678
-5,066
| -0.3% | -$263K | 1.14% | 14 |
|
|
2014
Q1 | $72.3M | Buy |
1,465,744
+4,877
| +0.3% | +$240K | 1.15% | 12 |
|
|
2013
Q4 | $70.6M | Buy |
1,460,867
+9,088
| +0.6% | +$439K | 1.17% | 15 |
|
|
2013
Q3 | $63.2M | Buy |
1,451,779
+28,215
| +2% | +$1.23M | 1.21% | 14 |
|
|
2013
Q2 | $56.8M | Buy |
+1,423,564
| New | +$56.8M | 1.2% | 16 |
|