YCG LLC’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 | $47.1M | Sell |
215,577
-2,308
| -1% | -$505K | 3.64% | 12 |
|
2025
Q1 | $53.2M | Sell |
217,885
-295
| -0.1% | -$72K | 4.16% | 10 |
|
2024
Q4 | $46.3M | Sell |
218,180
-436
| -0.2% | -$92.6K | 3.68% | 12 |
|
2024
Q3 | $48.8M | Buy |
218,616
+1,784
| +0.8% | +$398K | 3.77% | 10 |
|
2024
Q2 | $45.7M | Buy |
216,832
+427
| +0.2% | +$90K | 3.73% | 10 |
|
2024
Q1 | $44.4M | Sell |
216,405
-504
| -0.2% | -$103K | 3.53% | 11 |
|
2023
Q4 | $41.1M | Buy |
216,909
+52
| +0% | +$9.85K | 3.4% | 11 |
|
2023
Q3 | $41.3M | Sell |
216,857
-1,472
| -0.7% | -$280K | 3.81% | 10 |
|
2023
Q2 | $41.1M | Sell |
218,329
-118
| -0.1% | -$22.2K | 3.66% | 11 |
|
2023
Q1 | $36.4M | Sell |
218,447
-1,065
| -0.5% | -$177K | 3.56% | 12 |
|
2022
Q4 | $37.1M | Sell |
219,512
-4,998
| -2% | -$845K | 3.97% | 10 |
|
2022
Q3 | $33.5M | Sell |
224,510
-81
| -0% | -$12.1K | 3.99% | 10 |
|
2022
Q2 | $34.9M | Sell |
224,591
-90
| -0% | -$14K | 3.94% | 9 |
|
2022
Q1 | $38.3M | Buy |
224,681
+89
| +0% | +$15.2K | 3.62% | 12 |
|
2021
Q4 | $39M | Sell |
224,592
-5,618
| -2% | -$977K | 3.43% | 13 |
|
2021
Q3 | $34.9M | Sell |
230,210
-32,290
| -12% | -$4.89M | 3.29% | 13 |
|
2021
Q2 | $36.9M | Buy |
262,500
+9,726
| +4% | +$1.37M | 3.58% | 11 |
|
2021
Q1 | $30.8M | Buy |
252,774
+764
| +0.3% | +$93.1K | 3.44% | 13 |
|
2020
Q4 | $29.5M | Buy |
252,010
+9,825
| +4% | +$1.15M | 3.39% | 15 |
|
2020
Q3 | $27.7M | Buy |
242,185
+3,111
| +1% | +$356K | 3.6% | 13 |
|
2020
Q2 | $25.7M | Sell |
239,074
-7,143
| -3% | -$768K | 3.66% | 14 |
|
2020
Q1 | $20.7M | Sell |
246,217
-36,995
| -13% | -$3.11M | 3.48% | 15 |
|
2019
Q4 | $31.6M | Buy |
283,212
+18,255
| +7% | +$2.03M | 4.14% | 11 |
|
2019
Q3 | $26.5M | Buy |
264,957
+40,372
| +18% | +$4.04M | 3.95% | 13 |
|
2019
Q2 | $22.5M | Buy |
224,585
+1,120
| +0.5% | +$112K | 3.54% | 15 |
|
2019
Q1 | $21.1M | Buy |
223,465
+531
| +0.2% | +$50.1K | 3.66% | 14 |
|
2018
Q4 | $17.8M | Buy |
222,934
+11,952
| +6% | +$953K | 3.61% | 14 |
|
2018
Q3 | $17.5M | Buy |
210,982
+41,183
| +24% | +$3.41M | 3.47% | 15 |
|
2018
Q2 | $13.9M | Buy |
169,799
+139,600
| +462% | +$11.5M | 2.95% | 16 |
|
2018
Q1 | $2.45M | Buy |
+30,199
| New | +$2.45M | 0.54% | 23 |
|