Holding/activity history for Marsh & McLennan (MMC)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2023 Q4 | 237,706 | 0.17 | Buy | 0.17 | $189.47 |
| 2023 Q2 | 0 | 0 | Sell 100.00% | 0.20 | |
| 2023 Q1 | 257,443 | 0.20 | Buy | 0.20 | $166.55 |
| 2022 Q4 | 0 | 0 | Sell 100.00% | 0.70 | |
| 2022 Q3 | 1,006,898 | 0.70 | Reduce 64.40% | 1.27 | $149.29 |
| 2022 Q2 | 2,828,603 | 2.02 | Add 25.68% | 0.41 | $155.25 |
| 2022 Q1 | 2,250,643 | 1.56 | Add 78.40% | 0.69 | $170.42 |
| 2021 Q4 | 1,261,570 | 0.64 | Add 9.11% | 0.05 | $173.82 |
| 2021 Q3 | 1,156,185 | 0.49 | Reduce 43.81% | 0.38 | $151.43 |
| 2021 Q2 | 2,057,461 | 0.88 | Reduce 1.17% | 0.01 | $140.68 |
| 2021 Q1 | 2,081,887 | 0.76 | Add 57.65% | 0.28 | $121.80 |
| 2020 Q4 | 1,320,572 | 0.42 | Buy | 0.42 | $117.00 |