Stifel Financial
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Stifel Financial’s Marsh & McLennan MMC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$493M Sell
2,255,144
-16,442
-0.7% -$3.59M 0.48% 43
2025
Q1
$554M Buy
2,271,586
+46,654
+2% +$11.4M 0.59% 28
2024
Q4
$473M Buy
2,224,932
+1,883,146
+551% +$400M 0.49% 37
2024
Q3
$76.3M Sell
341,786
-33,477
-9% -$7.47M 0.08% 246
2024
Q2
$79.1M Buy
375,263
+22,672
+6% +$4.78M 0.09% 220
2024
Q1
$72.6M Buy
352,591
+21,407
+6% +$4.41M 0.08% 240
2023
Q4
$62.8M Buy
331,184
+69
+0% +$13.1K 0.08% 239
2023
Q3
$63M Sell
331,115
-15,395
-4% -$2.93M 0.09% 231
2023
Q2
$65.2M Sell
346,510
-7,711
-2% -$1.45M 0.09% 225
2023
Q1
$59M Sell
354,221
-1,888,723
-84% -$315M 0.08% 237
2022
Q4
$371M Buy
2,242,944
+103,483
+5% +$17.1M 0.56% 38
2022
Q3
$319M Buy
2,139,461
+36,065
+2% +$5.38M 0.52% 41
2022
Q2
$327M Buy
2,103,396
+13,997
+0.7% +$2.17M 0.51% 43
2022
Q1
$356M Buy
2,089,399
+48,811
+2% +$8.32M 0.49% 42
2021
Q4
$355M Buy
2,040,588
+25,932
+1% +$4.51M 0.47% 48
2021
Q3
$305M Buy
2,014,656
+9,733
+0.5% +$1.47M 0.45% 51
2021
Q2
$282M Buy
2,004,923
+56,155
+3% +$7.9M 0.42% 56
2021
Q1
$237M Buy
1,948,768
+1,769,108
+985% +$215M 0.39% 61
2020
Q4
$21M Sell
179,660
-111
-0.1% -$13K 0.04% 386
2020
Q3
$20.6M Sell
179,771
-3,598
-2% -$413K 0.04% 346
2020
Q2
$19.7M Buy
183,369
+6,012
+3% +$646K 0.05% 330
2020
Q1
$15.4M Sell
177,357
-1,397
-0.8% -$121K 0.04% 337
2019
Q4
$19.9M Sell
178,754
-6,224
-3% -$693K 0.04% 364
2019
Q3
$18.6M Buy
184,978
+9,150
+5% +$919K 0.05% 341
2019
Q2
$17.5M Buy
175,828
+1,098
+0.6% +$109K 0.05% 363
2019
Q1
$16.4M Buy
174,730
+44,780
+34% +$4.22M 0.05% 368
2018
Q4
$10.4M Sell
129,950
-23,876
-16% -$1.91M 0.03% 479
2018
Q3
$12.8M Buy
153,826
+8,823
+6% +$732K 0.04% 442
2018
Q2
$11.9M Buy
145,003
+8,182
+6% +$672K 0.04% 486
2018
Q1
$11.3M Buy
136,821
+6,558
+5% +$543K 0.04% 491
2017
Q4
$10.6M Buy
130,263
+16,097
+14% +$1.31M 0.03% 508
2017
Q3
$9.58M Buy
114,166
+8,581
+8% +$720K 0.03% 524
2017
Q2
$8.23M Buy
105,585
+826
+0.8% +$64.4K 0.03% 548
2017
Q1
$7.74M Buy
104,759
+14,433
+16% +$1.07M 0.03% 554
2016
Q4
$6.11M Buy
90,326
+42,365
+88% +$2.87M 0.03% 589
2016
Q3
$3.23M Buy
47,961
+61
+0.1% +$4.1K 0.01% 801
2016
Q2
$3.28M Sell
47,900
-658
-1% -$45.1K 0.02% 784
2016
Q1
$2.95M Sell
48,558
-14,272
-23% -$867K 0.02% 772
2015
Q4
$3.49M Buy
62,830
+6,170
+11% +$342K 0.02% 720
2015
Q3
$2.95M Sell
56,660
-5,533
-9% -$288K 0.02% 752
2015
Q2
$3.52M Buy
62,193
+18,807
+43% +$1.06M 0.02% 728
2015
Q1
$2.43M Buy
43,386
+3,670
+9% +$206K 0.01% 862
2014
Q4
$2.27M Buy
39,716
+21,329
+116% +$1.22M 0.01% 860
2014
Q3
$962K Sell
18,387
-193
-1% -$10.1K 0.01% 1151
2014
Q2
$963K Sell
18,580
-325
-2% -$16.8K 0.01% 1147
2014
Q1
$932K Buy
+18,905
New +$932K 0.01% 1115