ZIM
Zacks Investment Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.6M | Buy |
194,956
+847
| +0.4% | +$185K | 0.36% | 77 |
|
|
2025
Q1 | $47.4M | Buy |
194,109
+6,422
| +3% | +$1.57M | 0.44% | 69 |
|
|
2024
Q4 | $39.9M | Sell |
187,687
-28,632
| -13% | -$6.08M | 0.37% | 77 |
|
|
2024
Q3 | $48.3M | Buy |
216,319
+26,302
| +14% | +$5.87M | 0.42% | 66 |
|
|
2024
Q2 | $40M | Buy |
190,017
+16,164
| +9% | +$3.41M | 0.45% | 61 |
|
|
2024
Q1 | $35.8M | Buy |
173,853
+11,027
| +7% | +$2.27M | 0.38% | 71 |
|
|
2023
Q4 | $30.9M | Buy |
162,826
+1,533
| +1% | +$290K | 0.38% | 75 |
|
|
2023
Q3 | $30.7M | Buy |
161,293
+3,166
| +2% | +$602K | 0.4% | 66 |
|
|
2023
Q2 | $29.7M | Buy |
158,127
+3,651
| +2% | +$687K | 0.37% | 74 |
|
|
2023
Q1 | $25.7M | Buy |
154,476
+6,697
| +5% | +$1.12M | 0.34% | 76 |
|
|
2022
Q4 | $24.5M | Buy |
147,779
+2,218
| +2% | +$367K | 0.34% | 78 |
|
|
2022
Q3 | $21.7M | Sell |
145,561
-3,877
| -3% | -$579K | 0.35% | 79 |
|
|
2022
Q2 | $23.2M | Buy |
149,438
+8,368
| +6% | +$1.3M | 0.35% | 75 |
|
|
2022
Q1 | $24M | Buy |
141,070
+7,802
| +6% | +$1.33M | 0.33% | 81 |
|
|
2021
Q4 | $23.2M | Buy |
133,268
+2,298
| +2% | +$399K | 0.33% | 85 |
|
|
2021
Q3 | $19.8M | Buy |
130,970
+2,163
| +2% | +$328K | 0.31% | 87 |
|
|
2021
Q2 | $18.1M | Buy |
128,807
+5,027
| +4% | +$707K | 0.29% | 93 |
|
|
2021
Q1 | $15.1M | Sell |
123,780
-2,738
| -2% | -$333K | 0.27% | 99 |
|
|
2020
Q4 | $14.8M | Sell |
126,518
-784
| -0.6% | -$91.7K | 0.27% | 101 |
|
|
2020
Q3 | $14.6M | Buy |
127,302
+8,478
| +7% | +$972K | 0.3% | 93 |
|
|
2020
Q2 | $12.8M | Sell |
118,824
-7,810
| -6% | -$839K | 0.28% | 86 |
|
|
2020
Q1 | $10.9M | Sell |
126,634
-1,565
| -1% | -$135K | 0.27% | 90 |
|
|
2019
Q4 | $14.3M | Sell |
128,199
-1,015
| -0.8% | -$113K | 0.27% | 89 |
|
|
2019
Q3 | $12.9M | Buy |
129,214
+652
| +0.5% | +$65.2K | 0.26% | 90 |
|
|
2019
Q2 | $12.8M | Sell |
128,562
-769
| -0.6% | -$76.7K | 0.26% | 90 |
|
|
2019
Q1 | $12.1M | Sell |
129,331
-5,764
| -4% | -$541K | 0.26% | 89 |
|
|
2018
Q4 | $10.8M | Sell |
135,095
-574,340
| -81% | -$45.8M | 0.26% | 90 |
|
|
2018
Q3 | $58.7M | Sell |
709,435
-975
| -0.1% | -$80.7K | 1.22% | 18 |
|
|
2018
Q2 | $58.2M | Buy |
710,410
+1,169
| +0.2% | +$95.8K | 1.27% | 19 |
|
|
2018
Q1 | $58.6M | Sell |
709,241
-63,406
| -8% | -$5.24M | 1.3% | 17 |
|
|
2017
Q4 | $62.9M | Buy |
772,647
+13,572
| +2% | +$1.1M | 1.37% | 16 |
|
|
2017
Q3 | $63.6M | Buy |
759,075
+6,887
| +0.9% | +$577K | 1.49% | 12 |
|
|
2017
Q2 | $58.6M | Buy |
752,188
+11,566
| +2% | +$902K | 1.45% | 11 |
|
|
2017
Q1 | $54.7M | Buy |
740,622
+43,108
| +6% | +$3.19M | 1.39% | 13 |
|
|
2016
Q4 | $47.1M | Buy |
697,514
+51,444
| +8% | +$3.48M | 1.35% | 16 |
|
|
2016
Q3 | $43.4M | Buy |
646,070
+43,426
| +7% | +$2.92M | 1.23% | 20 |
|
|
2016
Q2 | $41.3M | Buy |
602,644
+7,430
| +1% | +$509K | 1.26% | 20 |
|
|
2016
Q1 | $36.2M | Buy |
595,214
+67,341
| +13% | +$4.09M | 1.15% | 22 |
|
|
2015
Q4 | $29.3M | Sell |
527,873
-4,810
| -0.9% | -$267K | 0.96% | 30 |
|
|
2015
Q3 | $27.8M | Sell |
532,683
-12,224
| -2% | -$638K | 0.97% | 27 |
|
|
2015
Q2 | $30.9M | Sell |
544,907
-5,087
| -0.9% | -$288K | 0.98% | 28 |
|
|
2015
Q1 | $30.8M | Buy |
549,994
+11,936
| +2% | +$669K | 0.98% | 24 |
|
|
2014
Q4 | $30.8M | Buy |
538,058
+26,451
| +5% | +$1.51M | 1% | 27 |
|
|
2014
Q3 | $26.8M | Sell |
511,607
-70,408
| -12% | -$3.68M | 0.93% | 27 |
|
|
2014
Q2 | $30.2M | Buy |
582,015
+12,416
| +2% | +$644K | 1.07% | 21 |
|
|
2014
Q1 | $28.1M | Buy |
569,599
+23,885
| +4% | +$1.18M | 1.04% | 22 |
|
|
2013
Q4 | $26.4M | Buy |
545,714
+1,082
| +0.2% | +$52.3K | 1.04% | 19 |
|
|
2013
Q3 | $23.7M | Buy |
544,632
+7,584
| +1% | +$330K | 1.03% | 18 |
|
|
2013
Q2 | $21.4M | Buy |
+537,048
| New | +$21.4M | 0.98% | 20 |
|