Holding/activity history for Marsh & McLennan (MMC)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2023 Q4 | 1,181,242 | 3.19 | Add 34.65% | 0.82 | $189.47 |
| 2023 Q3 | 877,275 | 2.72 | Add 22.56% | 0.50 | $190.30 |
| 2023 Q2 | 715,777 | 2.04 | Buy | 2.04 | $188.08 |