Vanguard Personalized Indexing Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Buy |
67,440
+7,772
| +13% | +$1.7M | 0.17% | 105 |
|
|
2025
Q1 | $14.6M | Buy |
59,668
+3,054
| +5% | +$745K | 0.21% | 79 |
|
|
2024
Q4 | $12M | Buy |
56,614
+1,666
| +3% | +$354K | 0.18% | 85 |
|
|
2024
Q3 | $12.3M | Buy |
54,948
+6,448
| +13% | +$1.44M | 0.2% | 82 |
|
|
2024
Q2 | $10.2M | Buy |
48,500
+4,450
| +10% | +$938K | 0.19% | 86 |
|
|
2024
Q1 | $9.07M | Buy |
44,050
+5,360
| +14% | +$1.1M | 0.19% | 82 |
|
|
2023
Q4 | $7.33M | Sell |
38,690
-3,552
| -8% | -$673K | 0.19% | 87 |
|
|
2023
Q3 | $8.04M | Buy |
42,242
+2,108
| +5% | +$401K | 0.24% | 65 |
|
|
2023
Q2 | $7.55M | Buy |
40,134
+2,971
| +8% | +$559K | 0.23% | 69 |
|
|
2023
Q1 | $6.19M | Buy |
37,163
+3,563
| +11% | +$593K | 0.21% | 83 |
|
|
2022
Q4 | $5.56M | Buy |
33,600
+1,305
| +4% | +$216K | 0.23% | 75 |
|
|
2022
Q3 | $4.82M | Buy |
32,295
+2,098
| +7% | +$313K | 0.22% | 74 |
|
|
2022
Q2 | $4.69M | Buy |
30,197
+5,845
| +24% | +$907K | 0.22% | 79 |
|
|
2022
Q1 | $4.15M | Buy |
24,352
+5,467
| +29% | +$931K | 0.2% | 81 |
|
|
2021
Q4 | $3.28M | Buy |
18,885
+3,993
| +27% | +$694K | 0.19% | 93 |
|
|
2021
Q3 | $2.26M | Buy |
14,892
+1,944
| +15% | +$294K | 0.2% | 95 |
|
|
2021
Q2 | $1.82M | Buy |
12,948
+5,960
| +85% | +$838K | 0.19% | 109 |
|
|
2021
Q1 | $851K | Buy |
6,988
+2,644
| +61% | +$322K | 0.13% | 173 |
|
|
2020
Q4 | $508K | Buy |
4,344
+917
| +27% | +$107K | 0.11% | 215 |
|
|
2020
Q3 | $393K | Buy |
3,427
+1,050
| +44% | +$120K | 0.11% | 220 |
|
|
2020
Q2 | $255K | Buy |
+2,377
| New | +$255K | 0.12% | 232 |
|