Waverton 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 | $283M | Buy |
1,292,140
+86,182
| +7% | +$18.8M | 3.89% | 8 |
|
|
2025
Q1 | $294M | Buy |
1,205,958
+32,308
| +3% | +$7.88M | 4.55% | 6 |
|
|
2024
Q4 | $249M | Buy |
1,173,650
+68,851
| +6% | +$14.6M | 3.97% | 6 |
|
|
2024
Q3 | $246M | Buy |
1,104,799
+50,167
| +5% | +$11.2M | 4.05% | 7 |
|
|
2024
Q2 | $222M | Buy |
1,054,632
+96,638
| +10% | +$20.4M | 4.19% | 8 |
|
|
2024
Q1 | $197M | Buy |
957,994
+53,270
| +6% | +$11M | 4.1% | 9 |
|
|
2023
Q4 | $171M | Buy |
904,724
+9,187
| +1% | +$1.74M | 4.16% | 9 |
|
|
2023
Q3 | $170M | Sell |
895,537
-5,576
| -0.6% | -$1.06M | 4.93% | 6 |
|
|
2023
Q2 | $169M | Buy |
901,113
+83,556
| +10% | +$15.7M | 4.82% | 5 |
|
|
2023
Q1 | $136M | Buy |
817,557
+19,313
| +2% | +$3.22M | 4.2% | 6 |
|
|
2022
Q4 | $132M | Buy |
798,244
+7,925
| +1% | +$1.31M | 4.85% | 3 |
|
|
2022
Q3 | $118M | Sell |
790,319
-3,092
| -0.4% | -$462K | 4.83% | 5 |
|
|
2022
Q2 | $123M | Sell |
793,411
-24,668
| -3% | -$3.83M | 4.79% | 6 |
|
|
2022
Q1 | $139M | Sell |
818,079
-164,349
| -17% | -$28M | 4.7% | 8 |
|
|
2021
Q4 | $171M | Buy |
982,428
+50,149
| +5% | +$8.72M | 5.42% | 4 |
|
|
2021
Q3 | $141M | Buy |
932,279
+3,846
| +0.4% | +$582K | 5.57% | 5 |
|
|
2021
Q2 | $131M | Buy |
928,433
+8,784
| +1% | +$1.24M | 5.08% | 6 |
|
|
2021
Q1 | $112M | Buy |
919,649
+16,120
| +2% | +$1.96M | 4.86% | 8 |
|
|
2020
Q4 | $106M | Sell |
903,529
-20,900
| -2% | -$2.45M | 4.88% | 6 |
|
|
2020
Q3 | $106M | Buy |
924,429
+78,447
| +9% | +$9M | 5.26% | 7 |
|
|
2020
Q2 | $90.8M | Buy |
845,982
+219,780
| +35% | +$23.6M | 4.93% | 6 |
|
|
2020
Q1 | $54.1M | Buy |
626,202
+34,550
| +6% | +$2.99M | 3.51% | 13 |
|
|
2019
Q4 | $65.9M | Buy |
591,652
+176,917
| +43% | +$19.7M | 3.41% | 17 |
|
|
2019
Q3 | $41.5M | Sell |
414,735
-6,351
| -2% | -$635K | 2.12% | 20 |
|
|
2019
Q2 | $42M | Sell |
421,086
-20,789
| -5% | -$2.07M | 2.12% | 19 |
|
|
2019
Q1 | $41.5M | Sell |
441,875
-9,350
| -2% | -$878K | 2.16% | 19 |
|
|
2018
Q4 | $36M | Sell |
451,225
-7,220
| -2% | -$576K | 2.18% | 19 |
|
|
2018
Q3 | $37.9M | Sell |
458,445
-10,432
| -2% | -$863K | 1.86% | 20 |
|
|
2018
Q2 | $38.4M | Sell |
468,877
-4,038
| -0.9% | -$331K | 2.24% | 17 |
|
|
2018
Q1 | $39.1M | Sell |
472,915
-15,408
| -3% | -$1.27M | 2.29% | 17 |
|
|
2017
Q4 | $39.7M | Buy |
488,323
+6,479
| +1% | +$527K | 2.32% | 16 |
|
|
2017
Q3 | $40.4M | Buy |
481,844
+44,526
| +10% | +$3.73M | 2.51% | 15 |
|
|
2017
Q2 | $34.1M | Sell |
437,318
-22,610
| -5% | -$1.76M | 2.22% | 17 |
|
|
2017
Q1 | $34M | Buy |
459,928
+134,875
| +41% | +$9.97M | 2.15% | 17 |
|
|
2016
Q4 | $22M | Sell |
325,053
-7,918
| -2% | -$535K | 1.44% | 22 |
|
|
2016
Q3 | $22.4M | Sell |
332,971
-103,588
| -24% | -$6.97M | 1.51% | 22 |
|
|
2016
Q2 | $29.9M | Sell |
436,559
-79,649
| -15% | -$5.45M | 2.24% | 17 |
|
|
2016
Q1 | $31.4M | Sell |
516,208
-1,483
| -0.3% | -$90.2K | 2.4% | 15 |
|
|
2015
Q4 | $28.7M | Sell |
517,691
-6,689
| -1% | -$371K | 2.16% | 18 |
|
|
2015
Q3 | $27.4M | Sell |
524,380
-3,600
| -0.7% | -$188K | 2.19% | 14 |
|
|
2015
Q2 | $29.9M | Buy |
527,980
+9,336
| +2% | +$529K | 2.22% | 14 |
|
|
2015
Q1 | $29.1M | Sell |
518,644
-1,799
| -0.3% | -$101K | 2.09% | 14 |
|
|
2014
Q4 | $29.8M | Sell |
520,443
-5,011
| -1% | -$287K | 2.06% | 17 |
|
|
2014
Q3 | $27.5M | Sell |
525,454
-26,720
| -5% | -$1.4M | 1.89% | 17 |
|
|
2014
Q2 | $28.6M | Sell |
552,174
-75,833
| -12% | -$3.93M | 1.87% | 19 |
|
|
2014
Q1 | $31M | Sell |
628,007
-101,068
| -14% | -$4.98M | 1.47% | 21 |
|
|
2013
Q4 | $35.3M | Sell |
729,075
-9,858
| -1% | -$477K | 1.8% | 15 |
|
|
2013
Q3 | $32.2M | Buy |
738,933
+70,541
| +11% | +$3.07M | 1.89% | 14 |
|
|
2013
Q2 | $26.7M | Buy |
+668,392
| New | +$26.7M | 2.33% | 14 |
|