Sustainable Insight Capital 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 | $4.25M | Sell |
19,441
-77
| -0.4% | -$16.8K | 1.92% | 13 |
|
|
2025
Q1 | $4.76M | Sell |
19,518
-4,672
| -19% | -$1.14M | 2.37% | 15 |
|
|
2024
Q4 | $5.14M | Buy |
24,190
+9,648
| +66% | +$2.05M | 2.25% | 16 |
|
|
2024
Q3 | $3.24M | Sell |
14,542
-2,058
| -12% | -$459K | 1.47% | 25 |
|
|
2024
Q2 | $3.5M | Buy |
16,600
+2,558
| +18% | +$539K | 1.75% | 16 |
|
|
2024
Q1 | $2.89M | Sell |
14,042
-200
| -1% | -$41.2K | 2.09% | 17 |
|
|
2023
Q4 | $2.7M | Sell |
14,242
-800
| -5% | -$152K | 2.2% | 11 |
|
|
2023
Q3 | $2.86M | Buy |
+15,042
| New | +$2.86M | 2.81% | 16 |
|
|
2023
Q1 | – | Sell |
-6,923
| Closed | -$1.15M | – | 114 |
|
|
2022
Q4 | $1.15M | Buy |
6,923
+1,000
| +17% | +$165K | 1.29% | 22 |
|
|
2022
Q3 | $884K | Buy |
+5,923
| New | +$884K | 1.03% | 24 |
|