WT
Whittier Trust’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.2M | Buy |
170,160
+11,737
| +7% | +$2.57M | 0.45% | 51 |
|
|
2025
Q1 | $38.7M | Buy |
158,423
+1,294
| +0.8% | +$316K | 0.54% | 44 |
|
|
2024
Q4 | $33.4M | Buy |
157,129
+1,143
| +0.7% | +$243K | 0.44% | 47 |
|
|
2024
Q3 | $34.8M | Buy |
155,986
+3,111
| +2% | +$694K | 0.47% | 49 |
|
|
2024
Q2 | $32.2M | Buy |
152,875
+5,426
| +4% | +$1.14M | 0.46% | 48 |
|
|
2024
Q1 | $30.4M | Buy |
147,449
+2,553
| +2% | +$526K | 0.44% | 52 |
|
|
2023
Q4 | $27.5M | Buy |
144,896
+1,436
| +1% | +$272K | 0.45% | 51 |
|
|
2023
Q3 | $27.3M | Buy |
143,460
+3,520
| +3% | +$670K | 0.49% | 46 |
|
|
2023
Q2 | $26.3M | Sell |
139,940
-2,019
| -1% | -$380K | 0.46% | 50 |
|
|
2023
Q1 | $23.6M | Buy |
141,959
+6,239
| +5% | +$1.04M | 0.43% | 55 |
|
|
2022
Q4 | $22.5M | Buy |
135,720
+351
| +0.3% | +$58.1K | 0.44% | 54 |
|
|
2022
Q3 | $20.2M | Buy |
135,369
+2,926
| +2% | +$437K | 0.42% | 59 |
|
|
2022
Q2 | $20.6M | Buy |
132,443
+1,616
| +1% | +$251K | 0.42% | 59 |
|
|
2022
Q1 | $22.3M | Buy |
130,827
+902
| +0.7% | +$154K | 0.38% | 67 |
|
|
2021
Q4 | $22.6M | Buy |
129,925
+3,621
| +3% | +$629K | 0.37% | 72 |
|
|
2021
Q3 | $19.1M | Buy |
126,304
+2,290
| +2% | +$347K | 0.35% | 78 |
|
|
2021
Q2 | $17.4M | Buy |
124,014
+4,426
| +4% | +$623K | 0.31% | 83 |
|
|
2021
Q1 | $14.6M | Buy |
119,588
+6,561
| +6% | +$799K | 0.28% | 88 |
|
|
2020
Q4 | $13.2M | Buy |
113,027
+9,393
| +9% | +$1.1M | 0.28% | 88 |
|
|
2020
Q3 | $11.9M | Buy |
103,634
+879
| +0.9% | +$101K | 0.28% | 84 |
|
|
2020
Q2 | $11M | Buy |
102,755
+45,965
| +81% | +$4.94M | 0.31% | 83 |
|
|
2020
Q1 | $4.91M | Buy |
56,790
+9,091
| +19% | +$786K | 0.16% | 141 |
|
|
2019
Q4 | $5.31M | Buy |
47,699
+3,212
| +7% | +$358K | 0.14% | 149 |
|
|
2019
Q3 | $4.45M | Buy |
44,487
+31,137
| +233% | +$3.11M | 0.13% | 162 |
|
|
2019
Q2 | $1.33M | Buy |
13,350
+159
| +1% | +$15.9K | 0.04% | 268 |
|
|
2019
Q1 | $1.24M | Buy |
13,191
+674
| +5% | +$63.3K | 0.04% | 269 |
|
|
2018
Q4 | $998K | Buy |
12,517
+264
| +2% | +$21K | 0.03% | 281 |
|
|
2018
Q3 | $1.01M | Buy |
12,253
+918
| +8% | +$76K | 0.03% | 277 |
|
|
2018
Q2 | $929K | Sell |
11,335
-246
| -2% | -$20.2K | 0.03% | 293 |
|
|
2018
Q1 | $956K | Buy |
11,581
+89
| +0.8% | +$7.35K | 0.03% | 287 |
|
|
2017
Q4 | $935K | Buy |
11,492
+837
| +8% | +$68.1K | 0.03% | 297 |
|
|
2017
Q3 | $893K | Buy |
10,655
+1,600
| +18% | +$134K | 0.03% | 294 |
|
|
2017
Q2 | $705K | Hold |
9,055
| – | – | 0.03% | 302 |
|
|
2017
Q1 | $669K | Buy |
9,055
+814
| +10% | +$60.1K | 0.03% | 311 |
|
|
2016
Q4 | $557K | Buy |
8,241
+172
| +2% | +$11.6K | 0.02% | 329 |
|
|
2016
Q3 | $543K | Hold |
8,069
| – | – | 0.02% | 332 |
|
|
2016
Q2 | $552K | Sell |
8,069
-2,600
| -24% | -$178K | 0.02% | 324 |
|
|
2016
Q1 | $649K | Hold |
10,669
| – | – | 0.03% | 314 |
|
|
2015
Q4 | $592K | Buy |
10,669
+2,319
| +28% | +$129K | 0.03% | 333 |
|
|
2015
Q3 | $436K | Sell |
8,350
-390
| -4% | -$20.4K | 0.02% | 352 |
|
|
2015
Q2 | $496K | Buy |
8,740
+869
| +11% | +$49.3K | 0.02% | 354 |
|
|
2015
Q1 | $441K | Buy |
7,871
+215
| +3% | +$12K | 0.02% | 364 |
|
|
2014
Q4 | $438K | Hold |
7,656
| – | – | 0.02% | 351 |
|
|
2014
Q3 | $401K | Sell |
7,656
-65
| -0.8% | -$3.41K | 0.02% | 353 |
|
|
2014
Q2 | $400K | Hold |
7,721
| – | – | 0.02% | 354 |
|
|
2014
Q1 | $380K | Hold |
7,721
| – | – | 0.02% | 352 |
|
|
2013
Q4 | $373K | Hold |
7,721
| – | – | 0.02% | 359 |
|
|
2013
Q3 | $336K | Hold |
7,721
| – | – | 0.02% | 369 |
|
|
2013
Q2 | $309K | Buy |
+7,721
| New | +$309K | 0.02% | 373 |
|