UBS AM’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 | $1.25B | Buy |
5,706,940
+526,018
| +10% | +$115M | 0.25% | 78 |
|
|
2025
Q1 | $1.26B | Sell |
5,180,922
-37,566
| -0.7% | -$9.17M | 0.32% | 58 |
|
|
2024
Q4 | $1.11B | Buy |
5,218,488
+609,602
| +13% | +$129M | 0.26% | 71 |
|
|
2024
Q3 | $1.03B | Sell |
4,608,886
-76,083
| -2% | -$17M | 0.26% | 70 |
|
|
2024
Q2 | $987M | Buy |
4,684,969
+784,055
| +20% | +$165M | 0.28% | 65 |
|
|
2024
Q1 | $804M | Sell |
3,900,914
-167,882
| -4% | -$34.6M | 0.29% | 65 |
|
|
2023
Q4 | $771M | Buy |
4,068,796
+118,700
| +3% | +$22.5M | 0.3% | 60 |
|
|
2023
Q3 | $752M | Sell |
3,950,096
-29,287
| -0.7% | -$5.57M | 0.34% | 55 |
|
|
2023
Q2 | $663M | Hold |
3,979,383
| – | – | 0.32% | 61 |
|
|
2023
Q1 | $663M | Sell |
3,979,383
-99,564
| -2% | -$16.6M | 0.32% | 61 |
|
|
2022
Q4 | $675M | Buy |
4,078,947
+45,577
| +1% | +$7.54M | 0.35% | 55 |
|
|
2022
Q3 | $602M | Sell |
4,033,370
-28,888
| -0.7% | -$4.31M | 0.34% | 57 |
|
|
2022
Q2 | $631M | Sell |
4,062,258
-443,356
| -10% | -$68.8M | 0.33% | 61 |
|
|
2022
Q1 | $768M | Sell |
4,505,614
-1,193,864
| -21% | -$203M | 0.33% | 57 |
|
|
2021
Q4 | $991M | Sell |
5,699,478
-1,184,891
| -17% | -$206M | 0.38% | 45 |
|
|
2021
Q3 | $1.04B | Buy |
6,884,369
+1,054,561
| +18% | +$160M | 0.43% | 38 |
|
|
2021
Q2 | $820M | Sell |
5,829,808
-325,908
| -5% | -$45.8M | 0.35% | 57 |
|
|
2021
Q1 | $750M | Buy |
6,155,716
+148,671
| +2% | +$18.1M | 0.33% | 58 |
|
|
2020
Q4 | $703M | Sell |
6,007,045
-397,955
| -6% | -$46.6M | 0.33% | 58 |
|
|
2020
Q3 | $735M | Sell |
6,405,000
-151,837
| -2% | -$17.4M | 0.39% | 46 |
|
|
2020
Q2 | $704M | Buy |
6,556,837
+151,691
| +2% | +$16.3M | 0.43% | 41 |
|
|
2020
Q1 | $554M | Buy |
6,405,146
+11,273
| +0.2% | +$975K | 0.4% | 52 |
|
|
2019
Q4 | $712M | Buy |
6,393,873
+413,913
| +7% | +$46.1M | 0.44% | 42 |
|
|
2019
Q3 | $598M | Buy |
5,979,960
+1,038,354
| +21% | +$104M | 0.4% | 47 |
|
|
2019
Q2 | $493M | Sell |
4,941,606
-401,726
| -8% | -$40.1M | 0.35% | 56 |
|
|
2019
Q1 | $502M | Sell |
5,343,332
-414,151
| -7% | -$38.9M | 0.37% | 52 |
|
|
2018
Q4 | $459M | Sell |
5,757,483
-186,338
| -3% | -$14.9M | 0.4% | 51 |
|
|
2018
Q3 | $492M | Sell |
5,943,821
-188,536
| -3% | -$15.6M | 0.37% | 52 |
|
|
2018
Q2 | $503M | Buy |
6,132,357
+163,139
| +3% | +$13.4M | 0.39% | 48 |
|
|
2018
Q1 | $493M | Buy |
5,969,218
+199,030
| +3% | +$16.4M | 0.39% | 46 |
|
|
2017
Q4 | $470M | Sell |
5,770,188
-333,475
| -5% | -$27.1M | 0.4% | 47 |
|
|
2017
Q3 | $512M | Sell |
6,103,663
-364,582
| -6% | -$30.6M | 0.47% | 44 |
|
|
2017
Q2 | $504M | Buy |
6,468,245
+1,510,060
| +30% | +$118M | 0.49% | 39 |
|
|
2017
Q1 | $366M | Buy |
4,958,185
+155,770
| +3% | +$11.5M | 0.37% | 51 |
|
|
2016
Q4 | $325M | Buy |
4,802,415
+633,049
| +15% | +$42.8M | 0.36% | 54 |
|
|
2016
Q3 | $280M | Buy |
4,169,366
+2,017,172
| +94% | +$136M | 0.3% | 71 |
|
|
2016
Q2 | $147M | Buy |
2,152,194
+432,197
| +25% | +$29.6M | 0.17% | 140 |
|
|
2016
Q1 | $105M | Sell |
1,719,997
-59,184
| -3% | -$3.6M | 0.12% | 182 |
|
|
2015
Q4 | $98.7M | Sell |
1,779,181
-248,364
| -12% | -$13.8M | 0.11% | 200 |
|
|
2015
Q3 | $106M | Sell |
2,027,545
-209,140
| -9% | -$10.9M | 0.12% | 200 |
|
|
2015
Q2 | $127M | Buy |
2,236,685
+300,196
| +16% | +$17M | 0.12% | 189 |
|
|
2015
Q1 | $109M | Sell |
1,936,489
-204,278
| -10% | -$11.5M | 0.1% | 222 |
|
|
2014
Q4 | $123M | Sell |
2,140,767
-22,576
| -1% | -$1.29M | 0.12% | 202 |
|
|
2014
Q3 | $113M | Buy |
2,163,343
+116,068
| +6% | +$6.07M | 0.11% | 196 |
|
|
2014
Q2 | $106M | Buy |
2,047,275
+45,011
| +2% | +$2.33M | 0.11% | 221 |
|
|
2014
Q1 | $98.7M | Buy |
2,002,264
+124,529
| +7% | +$6.14M | 0.11% | 221 |
|
|
2013
Q4 | $90.8M | Buy |
1,877,735
+128,644
| +7% | +$6.22M | 0.1% | 220 |
|
|
2013
Q3 | $76.2M | Buy |
1,749,091
+5,662
| +0.3% | +$247K | 0.09% | 242 |
|
|
2013
Q2 | $69.6M | Buy |
+1,743,429
| New | +$69.6M | 0.09% | 251 |
|