Holding/activity history for Marsh & McLennan (MMC)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2023 Q4 | 87,022 | 2.67 | $189.47 | ||
| 2023 Q3 | 87,022 | 2.92 | $190.30 | ||
| 2023 Q2 | 87,022 | 2.83 | $188.08 | ||
| 2023 Q1 | 87,022 | 2.60 | Add 0.10% | 0.00 | $166.56 |
| 2022 Q4 | 86,932 | 2.59 | Reduce 10.18% | 0.29 | $165.49 |
| 2022 Q3 | 96,785 | 2.89 | Add 1.26% | 0.04 | $149.29 |
| 2022 Q2 | 95,585 | 2.84 | $155.25 | ||
| 2022 Q1 | 95,585 | 2.63 | $170.42 | ||
| 2021 Q4 | 95,585 | 2.46 | Reduce 17.90% | 0.54 | $173.82 |
| 2021 Q3 | 116,427 | 2.70 | $151.43 | ||
| 2021 Q2 | 116,427 | 2.41 | Reduce 16.14% | 0.46 | $140.68 |
| 2021 Q1 | 138,842 | 2.65 | $121.80 | ||
| 2020 Q4 | 138,842 | 2.68 | Reduce 11.92% | 0.36 | $117.00 |
| 2020 Q3 | 157,633 | 3.32 | Reduce 2.18% | 0.07 | $114.70 |
| 2020 Q2 | 161,143 | 3.26 | Reduce 0.46% | 0.02 | $107.37 |
| 2020 Q1 | 161,892 | 3.09 | Reduce 2.00% | 0.06 | $86.46 |
| 2019 Q4 | 165,199 | 3.17 | Add 1.75% | 0.05 | $111.41 |
| 2019 Q3 | 162,355 | 1.77 | Reduce 0.14% | 0.00 | $100.05 |
| 2019 Q2 | 162,581 | 1.68 | Reduce 0.14% | 0.00 | $99.75 |
| 2019 Q1 | 162,811 | 1.61 | Reduce 0.39% | 0.01 | $93.90 |
| 2018 Q4 | 163,448 | 1.55 | Add 0.02% | 0.00 | $79.75 |
| 2018 Q3 | 163,409 | 1.35 | $82.72 |