SWMG LLC’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	$629K	Buy	3,050 +364	+14%	+$75.1K	0.21%	67
2025 Q1	$589K	Sell	2,686 -24	-0.9%	-$5.26K	0.23%	67
2024 Q4	$589K	Sell	2,710 -9	-0.3%	-$1.96K	0.23%	65
2024 Q3	$614K	Buy	+2,719	New	+$614K	0.25%	64