Holding/activity history for Marsh & McLennan (MMC)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2023 Q4 | 2,949,005 | 4.23 | Reduce 2.24% | 0.10 | $189.47 |
| 2023 Q3 | 3,016,476 | 4.54 | Add 2.94% | 0.13 | $190.30 |
| 2023 Q2 | 2,930,194 | 4.04 | Add 1.23% | 0.05 | $188.08 |
| 2023 Q1 | 2,894,598 | 3.76 | Add 10.67% | 0.36 | $164.88 |
| 2022 Q4 | 2,615,464 | 3.38 | Add 17.96% | 0.51 | $165.48 |
| 2022 Q3 | 2,217,285 | 2.88 | Add 8.81% | 0.23 | $149.29 |
| 2022 Q2 | 2,037,800 | 2.62 | Add 27.50% | 0.57 | $155.25 |
| 2022 Q1 | 1,598,315 | 2.03 | Add 15.69% | 0.28 | $170.42 |
| 2021 Q4 | 1,381,575 | 1.69 | Add 15.44% | 0.23 | $173.82 |
| 2021 Q3 | 1,196,760 | 1.44 | Add 0.98% | 0.01 | $151.43 |
| 2021 Q2 | 1,185,165 | 1.26 | Buy | 1.26 | $140.68 |