Te Ahumairangi 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 | $3.52M | Buy |
16,107
+3,646
| +29% | +$797K | 0.63% | 60 |
|
|
2025
Q1 | $3.04M | Buy |
12,461
+1,066
| +9% | +$260K | 0.64% | 60 |
|
|
2024
Q4 | $2.42M | Buy |
11,395
+896
| +9% | +$190K | 0.51% | 65 |
|
|
2024
Q3 | $2.33M | Buy |
10,499
+360
| +4% | +$79.9K | 0.41% | 73 |
|
|
2024
Q2 | $2.14M | Sell |
10,139
-620
| -6% | -$131K | 0.41% | 71 |
|
|
2024
Q1 | $2.22M | Sell |
10,759
-765
| -7% | -$158K | 0.39% | 73 |
|
|
2023
Q4 | $2.18M | Sell |
11,524
-590
| -5% | -$112K | 0.41% | 72 |
|
|
2023
Q3 | $2.31M | Sell |
12,114
-5,115
| -30% | -$973K | 0.37% | 76 |
|
|
2023
Q2 | $3.24M | Buy |
17,229
+640
| +4% | +$120K | 0.44% | 72 |
|
|
2023
Q1 | $2.76M | Buy |
16,589
+1,175
| +8% | +$196K | 0.4% | 76 |
|
|
2022
Q4 | $2.55M | Sell |
15,414
-4,275
| -22% | -$708K | 0.4% | 74 |
|
|
2022
Q3 | $2.94M | Sell |
19,689
-3,720
| -16% | -$555K | 0.5% | 67 |
|
|
2022
Q2 | $3.63M | Sell |
23,409
-2,620
| -10% | -$407K | 0.55% | 65 |
|
|
2022
Q1 | $4.44M | Buy |
26,029
+170
| +0.7% | +$29K | 0.6% | 63 |
|
|
2021
Q4 | $4.5M | Sell |
25,859
-3,047
| -11% | -$530K | 0.58% | 66 |
|
|
2021
Q3 | $4.38M | Hold |
28,906
| – | – | 0.6% | 68 |
|
|
2021
Q2 | $4.07M | Sell |
28,906
-17,119
| -37% | -$2.41M | 0.53% | 73 |
|
|
2021
Q1 | $5.61M | Buy |
46,025
+7,600
| +20% | +$926K | 0.72% | 56 |
|
|
2020
Q4 | $4.5M | Hold |
38,425
| – | – | 0.63% | 66 |
|
|
2020
Q3 | $4.41M | Buy |
+38,425
| New | +$4.41M | 0.75% | 52 |
|