Wesleyan Assurance Society’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 | $17.9M | Hold |
81,926
| – | – | 1.16% | 24 |
|
|
2025
Q1 | $20M | Hold |
81,926
| – | – | 1.49% | 20 |
|
|
2024
Q4 | $17.4M | Sell |
81,926
-4,500
| -5% | -$956K | 1.33% | 22 |
|
|
2024
Q3 | $19.3M | Hold |
86,426
| – | – | 1.53% | 16 |
|
|
2024
Q2 | $18.2M | Hold |
86,426
| – | – | 1.58% | 17 |
|
|
2024
Q1 | $17.8M | Hold |
86,426
| – | – | 1.58% | 17 |
|
|
2023
Q4 | $16.4M | Hold |
86,426
| – | – | 1.62% | 13 |
|
|
2023
Q3 | $16.4M | Hold |
86,426
| – | – | 1.83% | 11 |
|
|
2023
Q2 | $16.3M | Hold |
86,426
| – | – | 1.74% | 15 |
|
|
2023
Q1 | $14.4M | Hold |
86,426
| – | – | 1.67% | 16 |
|
|
2022
Q4 | $14.3M | Hold |
86,426
| – | – | 1.76% | 13 |
|
|
2022
Q3 | $12.9M | Hold |
86,426
| – | – | 1.98% | 11 |
|
|
2022
Q2 | $13.4M | Hold |
86,426
| – | – | 1.92% | 13 |
|
|
2022
Q1 | $14.7M | Hold |
86,426
| – | – | 1.79% | 18 |
|
|
2021
Q4 | $15M | Hold |
86,426
| – | – | 1.78% | 17 |
|
|
2021
Q3 | $13.1M | Hold |
86,426
| – | – | 1.67% | 17 |
|
|
2021
Q2 | $12.2M | Hold |
86,426
| – | – | 1.52% | 21 |
|
|
2021
Q1 | $10.5M | Hold |
86,426
| – | – | 1.4% | 23 |
|
|
2020
Q4 | $10.1M | Hold |
86,426
| – | – | 1.45% | 19 |
|
|
2020
Q3 | $9.91M | Hold |
86,426
| – | – | 1.63% | 17 |
|
|
2020
Q2 | $9.27M | Hold |
86,426
| – | – | 1.63% | 21 |
|
|
2020
Q1 | $7.46M | Hold |
86,426
| – | – | 1.59% | 22 |
|
|
2019
Q4 | $9.62M | Hold |
86,426
| – | – | 1.8% | 21 |
|
|
2019
Q3 | $8.64M | Hold |
86,426
| – | – | 1.73% | 23 |
|
|
2019
Q2 | $8.61M | Sell |
86,426
-14,730
| -15% | -$1.47M | 1.7% | 22 |
|
|
2019
Q1 | $9.5M | Buy |
+101,156
| New | +$9.5M | 1.97% | 20 |
|