Wallace 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	$429K	Hold	1,960	–	–	0.06%	53
2025 Q1	$478K	Hold	1,960	–	–	0.06%	54
2024 Q4	$416K	Hold	1,960	–	–	0.06%	56
2024 Q3	$437K	Hold	1,960	–	–	0.06%	60
2024 Q2	$413K	Hold	1,960	–	–	0.06%	57
2024 Q1	$404K	Hold	1,960	–	–	0.06%	60
2023 Q4	$371K	Hold	1,960	–	–	0.06%	62
2023 Q3	$373K	Hold	1,960	–	–	0.06%	61
2023 Q2	$369K	Hold	1,960	–	–	0.06%	65
2023 Q1	$326K	Hold	1,960	–	–	0.05%	53
2022 Q4	$324K	Sell	1,960 -50	-2%	-$8.27K	0.05%	54
2022 Q3	$300K	Sell	2,010 -433	-18%	-$64.6K	0.05%	56
2022 Q2	$378K	Hold	2,443	–	–	0.06%	57
2022 Q1	$386K	Hold	2,443	–	–	0.06%	54
2021 Q4	$425K	Hold	2,443	–	–	0.06%	54
2021 Q3	$370K	Hold	2,443	–	–	0.05%	55
2021 Q2	$344K	Hold	2,443	–	–	0.05%	54
2021 Q1	$310K	Hold	2,443	–	–	0.04%	56
2020 Q4	$286K	Hold	2,443	–	–	0.04%	57
2020 Q3	$280K	Hold	2,443	–	–	0.05%	57
2020 Q2	$262K	Hold	2,443	–	–	0.05%	55
2020 Q1	$211K	Hold	2,443	–	–	0.04%	57
2019 Q4	$272K	Hold	2,443	–	–	0.04%	54
2019 Q3	$244K	Hold	2,443	–	–	0.03%	58
2019 Q2	$244K	Sell	2,443 -8	-0.3%	-$799	0.03%	60
2019 Q1	$230K	Buy	+2,451	New	+$230K	0.03%	60
2018 Q4	–	Sell	-2,443	Closed	-$202K	–	67
2018 Q3	$202K	Hold	2,443	–	–	0.03%	69
2018 Q2	$200K	Hold	2,443	–	–	0.03%	70
2018 Q1	$202K	Sell	2,443 -1,678	-41%	-$139K	0.03%	69
2017 Q4	$335K	Hold	4,121	–	–	0.05%	60
2017 Q3	$345K	Buy	4,121 +450	+12%	+$37.7K	0.06%	58
2017 Q2	$286K	Hold	3,671	–	–	0.05%	62
2017 Q1	$271K	Hold	3,671	–	–	0.05%	59
2016 Q4	$249K	Hold	3,671	–	–	0.05%	61
2016 Q3	$247K	Hold	3,671	–	–	0.04%	57
2016 Q2	$251K	Hold	3,671	–	–	0.04%	56
2016 Q1	$223K	Buy	+3,671	New	+$223K	0.04%	51