Marsh & McLennan Companies Ownership 2024 | Who Owns Marsh & McLennan Companies Now?
Institutional Ownership
88.37%
Insider Ownership
0.09%
Retail Ownership
11.54%
Institutional Holders
1.44K
Marsh & McLennan Companies Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8.95% | 0.18% | 44,038,447 | 121,177 | 0.28% | 9,279,781,551 | Jun 30, 2024 |
| BLACKROCK INC. | 8.61% | 0.20% | 42,337,144 | 378,798 | 0.90% | 8,921,283,068 | Jun 30, 2024 |
| FMR LLC | 4.25% | 0.28% | 20,926,925 | 1,711,801 | 8.91% | 4,409,721,571 | Jun 30, 2024 |
| STATE STREET CORP | 4.25% | 0.19% | 20,903,224 | -65,177 | -0.31% | 4,404,727,361,000 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 3.72% | 0.79% | 18,308,112 | -1,644,361 | -8.24% | 3,857,991,043 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 3.59% | 0.61% | 17,672,247 | 451,650 | 2.62% | 3,723,920,030 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.37% | 0.21% | 11,654,070 | 1,044,600 | 9.85% | 2,450,370,135 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.25% | 0.72% | 11,069,159 | -195,693 | -1.74% | 2,332,493,185 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2.15% | 0.27% | 10,582,471 | -41,602 | -0.39% | 2,229,940,000 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.85% | 0.34% | 9,094,262 | -2,783,009 | -23.43% | 1,916,342,890 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 1.61% | 0.45% | 7,936,217 | -12,406 | -0.16% | 1,672,265,456 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.55% | 0.14% | 7,620,429 | -178,062 | -2.28% | 1,605,776,759 | Jun 30, 2024 |
| MAWER INVESTMENT MANAGEMENT LTD. | 1.42% | 6.95% | 6,970,148 | -143,346 | -2.02% | 1,468,749,586 | Jun 30, 2024 |
| MORGAN STANLEY | 1.29% | 0.10% | 6,328,329 | 258,227 | 4.25% | 1,333,506,426 | Jun 30, 2024 |
| NORGES BANK | 1.24% | 0.19% | 6,082,403 | 6,082,403 | 100.00% | 1,281,683,960 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.11% | 0.19% | 5,451,616 | -8,981 | -0.16% | 1,148,764,524,000 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.95% | 0.28% | 4,684,969 | 784,055 | 20.10% | 987,216,668 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.94% | 0.28% | 4,618,181 | -75,045 | -1.60% | 973,143,181 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.92% | 0.21% | 4,530,716 | 223,257 | 5.18% | 954,712,478 | Jun 30, 2024 |
| PARNASSUS INVESTMENTS, LLC | 0.85% | 1.92% | 4,189,126 | -29,042 | -0.69% | 882,732,631 | Jun 30, 2024 |
Marsh & McLennan Companies's largest institutional shareholder is VANGUARD GROUP INC, holding 8.95% of the company's total share outstanding, currently valued at $9.28B. The top 10 institutional shareholders own together 41.99% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NIPPON LIFE INSURANCE CO | 0.53% | 24.29% | 2,622,700 | - | - | 552,655,000 | Jun 30, 2024 |
| MAWER INVESTMENT MANAGEMENT LTD. | 1.42% | 6.95% | 6,970,148 | -143,346 | -2.02% | 1,468,749,586 | Jun 30, 2024 |
| BANCREEK CAPITAL MANAGEMENT, LP | 0.01% | 5.92% | 35,976 | 538 | 1.52% | 7,580,863 | Jun 30, 2024 |
| VERITAS INVESTMENT PARTNERS (UK) LTD. | 0.30% | 5.78% | 1,460,625 | 55,855 | 3.98% | 307,793,467 | Jun 30, 2024 |
| JENSEN INVESTMENT MANAGEMENT INC | 0.66% | 5.56% | 3,226,258 | 40,182 | 1.26% | 679,837,086 | Jun 30, 2024 |
| BRISTOL GATE CAPITAL PARTNERS INC. | 0.09% | 4.62% | 442,665 | -19,219 | -4.16% | 93,278,369 | Jun 30, 2024 |
| L1 CAPITAL INTERNATIONAL PTY LTD | 0.01% | 4.55% | 54,112 | 3,285 | 6.46% | 11,377,048 | Jun 30, 2024 |
| CLOSE ASSET MANAGEMENT LTD | 0.13% | 4.50% | 628,164 | 1,199 | 0.19% | 132,373,000 | Jun 30, 2024 |
| BIRCH HILL INVESTMENT ADVISORS LLC | 0.09% | 4.42% | 434,043 | -3,538 | -0.81% | 91,461,541 | Jun 30, 2024 |
| AKO CAPITAL LLP | 0.30% | 4.31% | 1,486,981 | 211,930 | 16.62% | 313,337,000 | Jun 30, 2024 |
| WAVERTON INVESTMENT MANAGEMENT LTD | 0.21% | 4.19% | 1,054,632 | 96,638 | 10.09% | 222,242,601 | Jun 30, 2024 |
| LONGVIEW PARTNERS (GUERNSEY) LTD | 0.54% | 4.15% | 2,654,657 | -355,110 | -11.80% | 559,389,323 | Jun 30, 2024 |
| WALTER PUBLIC INVESTMENTS INC. | 0.02% | 4.06% | 107,687 | 13,396 | 14.21% | 22,691,805 | Jun 30, 2024 |
| ALPHINITY INVESTMENT MANAGEMENT PTY LTD | 0.50% | 3.84% | 2,475,115 | 508,527 | 25.86% | 521,556,233 | Jun 30, 2024 |
| COHO PARTNERS, LTD. | 0.11% | 3.81% | 519,069 | -172,322 | -24.92% | 109,378,264 | Jun 30, 2024 |
| YCG, LLC | 0.04% | 3.73% | 216,832 | 427 | 0.20% | 45,690,860 | Jun 30, 2024 |
| TOWER VIEW INVESTMENT MANAGEMENT & RESEARCH LLC | 0.01% | 3.71% | 30,690 | 243 | 0.80% | 6,467,046 | Jun 30, 2024 |
| MONTRUSCO BOLTON INVESTMENTS INC. | 0.33% | 3.50% | 1,618,461 | -90,462 | -5.29% | 333,852,566 | Jun 30, 2024 |
| BENNETT SELBY INVESTMENTS LP | 0.01% | 3.45% | 36,489 | - | - | 7,688,929 | Jun 30, 2024 |
| AVITY INVESTMENT MANAGEMENT INC. | 0.04% | 3.41% | 200,691 | -152 | -0.08% | 42,289,608 | Jun 30, 2024 |
The largest Marsh & McLennan Companies shareholder by % of total assets is NIPPON LIFE INSURANCE CO. The company owns 2.62M shares of Marsh & McLennan Companies (MMC), representing 24.29% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.24% | 0.19% | 6,082,403 | 6,082,403 | 100.00% | 1,281,683,960 | Jun 30, 2024 |
| FMR LLC | 4.25% | 0.28% | 20,926,925 | 1,711,801 | 8.91% | 4,409,721,571 | Jun 30, 2024 |
| AMUNDI | 0.57% | 0.23% | 2,808,972 | 1,228,144 | 77.69% | 598,029,571 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.37% | 0.21% | 11,654,070 | 1,044,600 | 9.85% | 2,450,370,135 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.95% | 0.28% | 4,684,969 | 784,055 | 20.10% | 987,216,668 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.14% | 0.33% | 693,087 | 679,474 | 4991.36% | 146,047,293 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.70% | 0.33% | 3,457,956 | 629,199 | 22.24% | 728,660,487 | Jun 30, 2024 |
| WOODLINE PARTNERS LP | 0.12% | 1.18% | 585,204 | 585,204 | 100.00% | 123,314,187 | Jun 30, 2024 |
| ALPHINITY INVESTMENT MANAGEMENT PTY LTD | 0.50% | 3.84% | 2,475,115 | 508,527 | 25.86% | 521,556,233 | Jun 30, 2024 |
| CREDIT AGRICOLE S A | 0.10% | 0.57% | 500,579 | 470,555 | 1567.26% | 105,482,006 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.41% | 0.10% | 2,028,292 | 468,864 | 30.07% | 427,401,000 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 3.59% | 0.61% | 17,672,247 | 451,650 | 2.62% | 3,723,920,030 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 0.54% | 0.12% | 2,674,606 | 412,596 | 18.24% | 563,592,976 | Jun 30, 2024 |
| BLACKROCK INC. | 8.61% | 0.20% | 42,337,144 | 378,798 | 0.90% | 8,921,283,068 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.07% | 0.17% | 355,400 | 355,400 | 100.00% | 74,889,888 | Jun 30, 2024 |
| UBS GROUP AG | 0.80% | 0.20% | 3,931,712 | 355,149 | 9.93% | 828,490,352 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.77% | 0.13% | 3,786,103 | 336,511 | 9.76% | 797,807,788 | Jun 30, 2024 |
| OSSIAM | 0.08% | 1.60% | 400,972 | 333,479 | 494.09% | 84,492,820 | Jun 30, 2024 |
| MORGAN STANLEY | 1.29% | 0.10% | 6,328,329 | 258,227 | 4.25% | 1,333,506,426 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.92% | 0.21% | 4,530,716 | 223,257 | 5.18% | 954,712,478 | Jun 30, 2024 |
As of Jun 30 2024, Marsh & McLennan Companies's largest institutional buyer is NORGES BANK. The company purchased 6.08M stocks of MMC, valued at $1.28B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 1.85% | 0.34% | 9,094,262 | -2,783,009 | -23.43% | 1,916,342,890 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 3.72% | 0.79% | 18,308,112 | -1,644,361 | -8.24% | 3,857,991,043 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.78% | 0.07% | 3,815,532 | -838,337 | -18.01% | 804,008,963 | Jun 30, 2024 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | - | - | - | -832,258 | -100.00% | - | Jun 30, 2024 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.48% | 0.37% | 2,370,939 | -754,602 | -24.14% | 499,604,266 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.08% | 0.08% | 394,819 | -583,637 | -59.65% | 83,196,260 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.15% | 0.24% | 729,295 | -382,043 | -34.38% | 153,677,042 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | 0.02% | 0.12% | 93,911 | -373,980 | -79.93% | 19,789,000 | Jun 30, 2024 |
| LONGVIEW PARTNERS (GUERNSEY) LTD | 0.54% | 4.15% | 2,654,657 | -355,110 | -11.80% | 559,389,323 | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.00% | 0.00% | 7,000 | -266,000 | -97.44% | 1,475,040 | Jun 30, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 0.23% | 0.58% | 1,137,365 | -254,115 | -18.26% | 239,665,559 | Jun 30, 2024 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.33% | 0.74% | 1,630,916 | -232,501 | -12.48% | 343,666,624 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.11% | 0.17% | 551,463 | -221,843 | -28.69% | 116,204,283 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.25% | 0.72% | 11,069,159 | -195,693 | -1.74% | 2,332,493,185 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | - | - | - | -180,000 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.55% | 0.14% | 7,620,429 | -178,062 | -2.28% | 1,605,776,759 | Jun 30, 2024 |
| COHO PARTNERS, LTD. | 0.11% | 3.81% | 519,069 | -172,322 | -24.92% | 109,378,264 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -159,264 | -100.00% | - | Jun 30, 2024 |
| MAWER INVESTMENT MANAGEMENT LTD. | 1.42% | 6.95% | 6,970,148 | -143,346 | -2.02% | 1,468,749,586 | Jun 30, 2024 |
| BARCLAYS PLC | 0.46% | 0.14% | 2,247,910 | -128,421 | -5.40% | 473,681,000 | Jun 30, 2024 |
As of Jun 30 2024, Marsh & McLennan Companies's biggest institutional seller is WELLINGTON MANAGEMENT GROUP LLP. The company sold -2.78M shares of MMC, valued at $1.92B.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.24% | 0.19% | 6,082,403 | 6,082,403 | 100.00% | 1,281,683,960 | Jun 30, 2024 |
| WOODLINE PARTNERS LP | 0.12% | 1.18% | 585,204 | 585,204 | 100.00% | 123,314,187 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.07% | 0.17% | 355,400 | 355,400 | 100.00% | 74,889,888 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.18% | 151,603 | 151,603 | 100.00% | 31,945,784 | Jun 30, 2024 |
| VANCITY INVESTMENT MANAGEMENT LTD | 0.03% | 1.89% | 149,498 | 149,498 | 100.00% | 29,814,000 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.03% | 0.35% | 148,031 | 148,031 | 100.00% | 31,193,000 | Jun 30, 2024 |
| GILLSON CAPITAL LP | 0.03% | 2.86% | 140,766 | 140,766 | 100.00% | 29,662,000 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.02% | 0.05% | 115,000 | 115,000 | 100.00% | 24,232,800 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.02% | 0.03% | 99,100 | 99,100 | 100.00% | 20,882,352 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.04% | 85,430 | 85,430 | 100.00% | 18,001,810 | Jun 30, 2024 |
| 0.02% | 0.48% | 78,730 | 78,730 | 100.00% | 16,589,817 | Jun 30, 2024 | |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.01% | 0.00% | 67,171 | 67,171 | 100.00% | 302,000 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.18% | 37,988 | 37,988 | 100.00% | 8,004,831 | Jun 30, 2024 |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | 0.01% | 0.92% | 34,542 | 34,542 | 100.00% | 7,262,459 | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | 0.01% | 0.73% | 30,371 | 30,371 | 100.00% | 6,399,777 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.01% | 0.00% | 25,000 | 25,000 | 100.00% | 5,268,000 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.00% | 0.10% | 19,900 | 19,900 | 100.00% | 4,193,328 | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | 0.00% | 0.42% | 19,156 | 19,156 | 100.00% | 4,036,552 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.11% | 18,200 | 18,200 | 100.00% | 3,835,104 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.00% | 0.03% | 17,090 | 17,090 | 100.00% | 3,601,205 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL LTD /CA/ | 0.00% | 0.16% | 16,908 | 16,908 | 100.00% | 3,562,854 | Jun 30, 2024 |
| CHOREO, LLC | 0.00% | 0.06% | 15,731 | 15,731 | 100.00% | 3,309,328 | Jun 30, 2024 |
| 0.00% | 0.17% | 14,182 | 14,182 | 100.00% | 2,988,006 | Jun 30, 2024 | |
| QUADRATURE CAPITAL LTD | 0.00% | 0.05% | 13,594 | 13,594 | 100.00% | 2,864,800 | Jun 30, 2024 |
| BARCLAYS PLC | 0.00% | 0.00% | 12,900 | 12,900 | 100.00% | 2,718,000 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.00% | 0.19% | 12,589 | 12,589 | 100.00% | 2,653,000 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.07% | 11,400 | 11,400 | 100.00% | 2,402,208 | Jun 30, 2024 |
| SCIENCAST MANAGEMENT LP | 0.00% | 0.83% | 11,272 | 11,272 | 100.00% | 2,375,236 | Jun 30, 2024 |
| GTS SECURITIES LLC | 0.00% | 0.00% | 10,400 | 10,400 | 100.00% | 2,191,488 | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.00% | 0.18% | 10,076 | 10,076 | 100.00% | 2,123,215 | Jun 30, 2024 |
| CTC ALTERNATIVE STRATEGIES, LTD. | 0.00% | 0.54% | 6,000 | 6,000 | 100.00% | 1,264,320 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.00% | 0.00% | 5,800 | 5,800 | 100.00% | 1,222,176 | Jun 30, 2024 |
| KINGS PATH PARTNERS LLC | 0.00% | 0.56% | 5,625 | 5,625 | 100.00% | 1,185,300 | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | 0.00% | 0.01% | 5,499 | 5,499 | 100.00% | 1,158,749 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.00% | 0.00% | 5,200 | 5,200 | 100.00% | 1,095,744 | Jun 30, 2024 |
| FULLCIRCLE WEALTH LLC | 0.00% | 0.54% | 5,090 | 5,090 | 100.00% | 1,106,982 | Jun 30, 2024 |
| UBS GROUP AG | 0.00% | 0.00% | 5,000 | 5,000 | 100.00% | 1,053,600 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.07% | 4,478 | 4,478 | 100.00% | 943,604 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.27% | 4,047 | 4,047 | 100.00% | 852,742 | Jun 30, 2024 |
| WHITE PINE INVESTMENT CO | 0.00% | 0.24% | 3,900 | 3,900 | 100.00% | 822,000 | Jun 30, 2024 |
| SAGEWORTH TRUST CO | 0.00% | 0.05% | 3,750 | 3,750 | 100.00% | 790,200 | Jun 30, 2024 |
| NAPATREE CAPITAL LLC | 0.00% | 0.56% | 3,269 | 3,269 | 100.00% | 688,844 | Jun 30, 2024 |
| BRASS TAX WEALTH MANAGEMENT, INC | 0.00% | 0.18% | 2,445 | 2,445 | 100.00% | 515,212 | Jun 30, 2024 |
| GRATUS CAPITAL LLC | 0.00% | 0.02% | 2,117 | 2,117 | 100.00% | 446,182 | Jun 30, 2024 |
| TRADEWINDS, LLC. | 0.00% | 0.13% | 2,078 | 2,078 | 100.00% | 437,948 | Jun 30, 2024 |
| ALERA INVESTMENT ADVISORS, LLC | 0.00% | 0.05% | 1,986 | 1,986 | 100.00% | 418,490 | Jun 30, 2024 |
| PROSSIMO ADVISORS, LLC | 0.00% | 0.33% | 1,732 | 1,732 | 100.00% | 365,000 | Jun 30, 2024 |
| KOSHINSKI ASSET MANAGEMENT, INC. | 0.00% | 0.03% | 1,705 | 1,705 | 100.00% | 361,119 | Jun 30, 2024 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 0.00% | 0.02% | 1,683 | 1,683 | 100.00% | 354,642 | Jun 30, 2024 |
| ADVISORS PREFERRED, LLC | 0.00% | 0.06% | 1,641 | 1,641 | 100.00% | 345,020 | Jun 30, 2024 |
| OUTLOOK WEALTH ADVISORS, LLC | 0.00% | 0.11% | 1,624 | 1,624 | 100.00% | 342,209 | Jun 30, 2024 |
| TCI WEALTH ADVISORS, INC. | 0.00% | 0.03% | 1,593 | 1,593 | 100.00% | 335,677 | Jun 30, 2024 |
| GATEWAY ADVISORY, LLC | 0.00% | 0.06% | 1,572 | 1,572 | 100.00% | 331,252 | Jun 30, 2024 |
| ANGELES WEALTH MANAGEMENT, LLC | 0.00% | 0.03% | 1,521 | 1,521 | 100.00% | 320,505 | Jun 30, 2024 |
| GERMAN AMERICAN BANCORP, INC. | 0.00% | 0.03% | 1,434 | 1,434 | 100.00% | 302,172 | Jun 30, 2024 |
| HAVERFORD TRUST CO | 0.00% | 0.00% | 1,414 | 1,414 | 100.00% | 297,958 | Jun 30, 2024 |
| 0.00% | 0.18% | 1,390 | 1,390 | 100.00% | 292,901 | Jun 30, 2024 | |
| CALLAN FAMILY OFFICE, LLC | 0.00% | 0.06% | 1,378 | 1,378 | 100.00% | 290,371 | Jun 30, 2024 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.00% | 0.01% | 1,345 | 1,345 | 100.00% | 283,361 | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | 0.00% | 0.11% | 1,281 | 1,281 | 100.00% | 269,932 | Jun 30, 2024 |
| BRAUN-BOSTICH & ASSOCIATES INC. | 0.00% | 0.20% | 1,267 | 1,267 | 100.00% | 266,982 | Jun 30, 2024 |
| 0.00% | 0.16% | 1,200 | 1,200 | 100.00% | 252,864 | Jun 30, 2024 | |
| TRADELINK CAPITAL LLC | 0.00% | 0.73% | 1,200 | 1,200 | 100.00% | 253,000 | Jun 30, 2024 |
| MAINSTREET INVESTMENT ADVISORS LLC | 0.00% | 0.03% | 1,171 | 1,171 | 100.00% | 246,753 | Jun 30, 2024 |
| TUTTLE CAPITAL MANAGEMENT, LLC | 0.00% | 1.46% | 1,168 | 1,168 | 100.00% | 242,453 | Jun 30, 2024 |
| SAVVY ADVISORS, INC. | 0.00% | 0.08% | 1,161 | 1,161 | 100.00% | 244,694 | Jun 30, 2024 |
| IBEX WEALTH ADVISORS | 0.00% | 0.04% | 1,127 | 1,127 | 100.00% | 237,382 | Jun 30, 2024 |
| RESONANT CAPITAL ADVISORS, LLC | 0.00% | 0.02% | 1,109 | 1,109 | 100.00% | 233,688 | Jun 30, 2024 |
| AVIDIAN WEALTH SOLUTIONS, LLC | 0.00% | 0.01% | 1,096 | 1,096 | 100.00% | 230,961 | Jun 30, 2024 |
| CHILDRESS CAPITAL ADVISORS, LLC | 0.00% | 0.06% | 1,014 | 1,014 | 100.00% | 213,711 | Jun 30, 2024 |
| HIBERNIA WEALTH PARTNERS, LLC | 0.00% | 0.07% | 1,007 | 1,007 | 100.00% | 211,985 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.04% | 1,001 | 1,001 | 100.00% | 210,931 | Jun 30, 2024 |
| CEDRUS LLC | 0.00% | 0.11% | 997 | 997 | 100.00% | 210,088 | Jun 30, 2024 |
| BURKE & HERBERT BANK & TRUST CO | 0.00% | 0.05% | 993 | 993 | 100.00% | 209,244 | Jun 30, 2024 |
| MCLEAN ASSET MANAGEMENT CORP | 0.00% | 0.07% | 972 | 972 | 100.00% | 208,785 | Jun 30, 2024 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 0.00% | 0.12% | 963 | 963 | 100.00% | 202,923 | Jun 30, 2024 |
| MONECO ADVISORS, LLC | 0.00% | 0.03% | 962 | 962 | 100.00% | 202,713 | Jun 30, 2024 |
| PRINCIPLE WEALTH PARTNERS LLC | 0.00% | 0.02% | 950 | 950 | 100.00% | 200,184 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | 0.00% | 0.10% | 865 | 865 | 100.00% | 182,273 | Jun 30, 2024 |
| FAMILY FIRM, INC. | 0.00% | 0.04% | 794 | 794 | 100.00% | 167,300 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.05% | 698 | 698 | 100.00% | 147,083 | Jun 30, 2024 |
| Y.D. MORE INVESTMENTS LTD | 0.00% | - | 261 | 261 | 100.00% | 146 | Jun 30, 2024 |
| HOBBS GROUP ADVISORS, LLC | 0.00% | 0.02% | 256 | 256 | 100.00% | 53,875 | Jun 30, 2024 |
| RIDGEWOOD INVESTMENTS LLC | - | 0.02% | 193 | 193 | 100.00% | 40,669 | Jun 30, 2024 |
| ESL TRUST SERVICES, LLC | - | 0.01% | 103 | 103 | 100.00% | 21,704 | Jun 30, 2024 |
| HALLMARK CAPITAL MANAGEMENT INC | - | 0.00% | 80 | 80 | 100.00% | 16,858 | Jun 30, 2024 |
| STEPHENS CONSULTING, LLC | - | 0.00% | 80 | 80 | 100.00% | 16,858 | Jun 30, 2024 |
| SWS PARTNERS | - | 0.01% | 79 | 79 | 100.00% | 16,646 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | 0.00% | 77 | 77 | 100.00% | 16,225 | Jun 30, 2024 |
| FIELD & MAIN BANK | - | 0.01% | 65 | 65 | 100.00% | 13,696 | Jun 30, 2024 |
| RUEDI WEALTH MANAGEMENT, INC. | - | 0.00% | 48 | 48 | 100.00% | 10,115 | Jun 30, 2024 |
| GPS WEALTH STRATEGIES GROUP, LLC | - | 0.00% | 32 | 32 | 100.00% | 6,743 | Jun 30, 2024 |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | - | 0.00% | 30 | 30 | 100.00% | 6,321 | Jun 30, 2024 |
| MCILRATH & ECK, LLC | - | 0.00% | 29 | 29 | 100.00% | 6,111 | Jun 30, 2024 |
| UNIQUE WEALTH STRATEGIES, LLC | - | 0.00% | 27 | 27 | 100.00% | 5,561 | Jun 30, 2024 |
| FAIRWAY WEALTH LLC | - | 0.00% | 23 | 23 | 100.00% | 4,847 | Jun 30, 2024 |
| ARCHER INVESTMENT CORP | - | 0.00% | 16 | 16 | 100.00% | 3,372 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | - | 0.00% | 16 | 16 | 100.00% | 3,372 | Jun 30, 2024 |
| STRENGTHENING FAMILIES & COMMUNITIES, LLC | - | 0.00% | 6 | 6 | 100.00% | 1,000 | Jun 30, 2024 |
| GHP INVESTMENT ADVISORS, INC. | - | 0.00% | 5 | 5 | 100.00% | 1,054 | Jun 30, 2024 |
Marsh & McLennan Companies's largest new institutional shareholder by number of shares is NORGES BANK, purchased 6.08M shares, valued at $1.28B, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DIAMOND HILL CAPITAL MANAGEMENT INC | - | - | - | -832,258 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | - | - | - | -180,000 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -159,264 | -100.00% | - | Jun 30, 2024 |
| WAFRA INC. | - | - | - | -115,722 | -100.00% | - | Jun 30, 2024 |
| MARATHON ASSET MANAGEMENT LTD | - | - | - | -94,768 | -100.00% | - | Jun 30, 2024 |
| VERITY & VERITY, LLC | - | - | - | -87,342 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -60,000 | -100.00% | - | Jun 30, 2024 |
| EXECUTIVE WEALTH MANAGEMENT, LLC | - | - | - | -36,436 | -100.00% | - | Jun 30, 2024 |
| FIRST AMERICAN TRUST, FSB | - | - | - | -33,341 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -22,106 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -19,844 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -19,417 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -17,066 | -100.00% | - | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | - | - | - | -14,802 | -100.00% | - | Jun 30, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -13,049 | -100.00% | - | Jun 30, 2024 |
| FDX ADVISORS, INC. | - | - | - | -12,771 | -100.00% | - | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -9,182 | -100.00% | - | Jun 30, 2024 |
| L & S ADVISORS INC | - | - | - | -9,157 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -8,824 | -100.00% | - | Jun 30, 2024 |
| BALENTINE LLC | - | - | - | -7,348 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -7,157 | -100.00% | - | Jun 30, 2024 |
| MORSE ASSET MANAGEMENT, INC | - | - | - | -5,420 | -100.00% | - | Jun 30, 2024 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | - | - | - | -5,200 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -4,503 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -4,455 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -4,400 | -100.00% | - | Jun 30, 2024 |
| MOLONEY SECURITIES ASSET MANAGEMENT, LLC | - | - | - | -4,375 | -100.00% | - | Jun 30, 2024 |
| FIDUCIENT ADVISORS LLC | - | - | - | -3,936 | -100.00% | - | Jun 30, 2024 |
| ISAM FUNDS (UK) LTD | - | - | - | -3,689 | -100.00% | - | Jun 30, 2024 |
| SRB CORP | - | - | - | -3,401 | -100.00% | - | Jun 30, 2024 |
| DELTA FINANCIAL GROUP, INC. | - | - | - | -3,062 | -100.00% | - | Jun 30, 2024 |
| OVERSEA-CHINESE BANKING CORP LTD | - | - | - | -2,835 | -100.00% | - | Jun 30, 2024 |
| SONNIPE LTD | - | - | - | -2,705 | -100.00% | - | Jun 30, 2024 |
| TEAM HEWINS, LLC | - | - | - | -2,627 | -100.00% | - | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | - | - | - | -2,007 | -100.00% | - | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -1,959 | -100.00% | - | Jun 30, 2024 |
| INCEPTIONR LLC | - | - | - | -1,911 | -100.00% | - | Jun 30, 2024 |
| INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC. | - | - | - | -1,910 | -100.00% | - | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | - | - | - | -1,904 | -100.00% | - | Jun 30, 2024 |
| HUMANKIND INVESTMENTS LLC | - | - | - | -1,825 | -100.00% | - | Jun 30, 2024 |
| STEVENS CAPITAL MANAGEMENT LP | - | - | - | -1,734 | -100.00% | - | Jun 30, 2024 |
| ISRAEL DISCOUNT BANK OF NEW YORK | - | - | - | -1,633 | -100.00% | - | Jun 30, 2024 |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC | - | - | - | -1,526 | -100.00% | - | Jun 30, 2024 |
| JOHNSON & WHITE WEALTH MANAGEMENT, LLC | - | - | - | -1,519 | -100.00% | - | Jun 30, 2024 |
| CEDAR BROOK FINANCIAL PARTNERS, LLC | - | - | - | -1,463 | -100.00% | - | Jun 30, 2024 |
| WELLINGTON WEALTH STRATEGIES, LLC. | - | - | - | -1,414 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -1,400 | -100.00% | - | Jun 30, 2024 |
| GITTERMAN WEALTH MANAGEMENT, LLC | - | - | - | -1,393 | -100.00% | - | Jun 30, 2024 |
| EVOKE WEALTH, LLC | - | - | - | -1,338 | -100.00% | - | Jun 30, 2024 |
| ROCKPORT WEALTH LLC | - | - | - | -1,246 | -100.00% | - | Jun 30, 2024 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | - | - | - | -1,213 | -100.00% | - | Jun 30, 2024 |
| NEW JERSEY BETTER EDUCATIONAL SAVINGS TRUST | - | - | - | -1,200 | -100.00% | - | Jun 30, 2024 |
| SYSTEMATIC PORTFOLIOS LLC | - | - | - | -1,191 | -100.00% | - | Jun 30, 2024 |
| BLUEPRINT INVESTMENT PARTNERS LLC | - | - | - | -1,152 | -100.00% | - | Jun 30, 2024 |
| MERIDIAN WEALTH MANAGEMENT, LLC | - | - | - | -1,116 | -100.00% | - | Jun 30, 2024 |
| ANGELES INVESTMENT ADVISORS, LLC | - | - | - | -1,100 | -100.00% | - | Jun 30, 2024 |
| SABAL TRUST CO | - | - | - | -1,021 | -100.00% | - | Jun 30, 2024 |
| MCGLONE SUTTNER WEALTH MANAGEMENT, INC. | - | - | - | -1,005 | -100.00% | - | Jun 30, 2024 |
| ASSOCIATED BANC-CORP | - | - | - | -986 | -100.00% | - | Jun 30, 2024 |
| WEALTHSTREAM ADVISORS, INC. | - | - | - | -979 | -100.00% | - | Jun 30, 2024 |
| NEW COVENANT TRUST COMPANY, N.A. | - | - | - | -906 | -100.00% | - | Jun 30, 2024 |
| MEAG MUNICH ERGO, KAPITALANLAGEGESELLSCHAFT MBH | - | - | - | -494 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -278 | -100.00% | - | Jun 30, 2024 |
| DIXON MITCHELL INVESTMENT COUNSEL INC. | - | - | - | -170 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -158 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -129 | -100.00% | - | Jun 30, 2024 |
| PALISADE ASSET MANAGEMENT, LLC | - | - | - | -57 | -100.00% | - | Jun 30, 2024 |
| LIFESTEPS FINANCIAL, INC. | - | - | - | -46 | -100.00% | - | Jun 30, 2024 |
| WESTEND CAPITAL MANAGEMENT, LLC | - | - | - | -43 | -100.00% | - | Jun 30, 2024 |
| FIRST PREMIER BANK | - | - | - | -36 | -100.00% | - | Jun 30, 2024 |
| FIRST FINANCIAL CORP /IN/ | - | - | - | -28 | -100.00% | - | Jun 30, 2024 |
| WESTERN PACIFIC WEALTH MANAGEMENT, LP | - | - | - | -16 | -100.00% | - | Jun 30, 2024 |
| GOALVEST ADVISORY LLC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC. | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Marsh & McLennan Companies's largest sold out institutional shareholder by shares sold is DIAMOND HILL CAPITAL MANAGEMENT INC, sold -0.83M shares, valued at -, as of undefined.
Marsh & McLennan Companies Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| YCG Funds | 2.18% | 98,033 | - | - | Feb 29, 2024 |
| DELAWARE GROUP EQUITY FUNDS II | 1.72% | 2,774,187 | - | - | Feb 29, 2024 |
| CUTLER TRUST | 1.58% | 36,400 | - | - | Mar 31, 2024 |
| Capital Group U.S. Equity Fund | 1.47% | 50,126 | -4,726 | -8.62% | Jan 31, 2024 |
| Jensen Quality Growth Fund Inc | 1.32% | 2,402,000 | - | - | Feb 29, 2024 |
| Milliman Variable Insurance Trust | 1.30% | 543 | -14 | -2.51% | Mar 31, 2024 |
| WASHINGTON MUTUAL INVESTORS FUND | 1.01% | 21,131,663 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| GABELLI GROWTH FUND | 0.79% | 44,600 | - | - | Dec 29, 2023 |
| Transparent Value Trust | 0.78% | 12,556 | 5,258 | 72.05% | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.77% | 400,000 | - | - | Mar 31, 2024 |
| TORRAY FUND | 0.75% | 94,717 | - | - | Sep 30, 2022 |
| VANGUARD VALLEY FORGE FUNDS | 0.67% | 350,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.66% | 341,775 | - | - | Mar 31, 2024 |
| Value Line Select Growth Fund, Inc. | 0.65% | 74,700 | - | - | Mar 31, 2024 |
| Aspiration Funds | 0.61% | 22,699 | -759 | -3.24% | Mar 31, 2024 |
| PARNASSUS INCOME FUNDS | 0.59% | 3,387,718 | - | - | Mar 31, 2024 |
| UBS RELATIONSHIP FUNDS | 0.54% | 127,491 | - | - | Jun 30, 2020 |
| VANGUARD VALLEY FORGE FUNDS | 0.51% | 265,000 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 0.50% | 16,106 | -2,098 | -11.52% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.48% | 250,000 | - | - | Mar 31, 2024 |
| PARNASSUS INCOME FUNDS | 0.48% | 2,750,000 | - | - | Mar 31, 2024 |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. | 0.47% | 800,233 | 10,172 | 1.29% | Mar 31, 2024 |
| T. Rowe Price Growth & Income Fund, Inc. | 0.42% | 419,465 | 87,540 | 26.37% | Dec 31, 2020 |
| Capital Group Core Equity ETF | 0.42% | 93,318 | 19,600 | 26.59% | Feb 29, 2024 |
| NUVEEN INVESTMENT TRUST II | 0.41% | 705,897 | -17,033 | -2.36% | Jan 31, 2024 |
| AMERICAN MUTUAL FUND | 0.41% | 3,841,008 | - | - | Jan 31, 2024 |
| T. Rowe Price All-Cap Opportunities Fund, Inc. | 0.40% | 743,900 | 243,200 | 48.57% | Mar 31, 2024 |
| DIREXION FUNDS | 0.40% | 585,000 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.38% | 200,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.38% | 200,000 | - | - | Mar 31, 2024 |
| Kelly Strategic ETF Trust | 0.38% | 10,197 | 4,069 | 66.40% | Feb 29, 2024 |
| MFS SERIES TRUST I | 0.37% | 7,304,554 | -330,657 | -4.33% | Feb 29, 2024 |
| ActiveShares ETF Trust | 0.36% | 312 | -6 | -1.89% | Mar 31, 2024 |
| LORD ABBETT AFFILIATED FUND INC | 0.32% | 455,951 | -50,474 | -9.97% | Jan 31, 2024 |
| SPARROW FUNDS | 0.32% | 1,145 | 850 | 288.14% | Feb 29, 2024 |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND | 0.31% | 734,486 | -18,140 | -2.41% | Feb 29, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.30% | 8,946 | - | - | Mar 31, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.28% | 256,432 | -109,780 | -29.98% | Mar 31, 2022 |
| T. Rowe Price Blue Chip Growth Fund, Inc. | 0.28% | 1,695,263 | -75,336 | -4.25% | Mar 31, 2024 |
| FIDELITY MAGELLAN FUND | 0.28% | 2,190,255 | -18,110 | -0.82% | Mar 31, 2024 |
| GENERAL ELECTRIC RSP U.S. EQUITY FUND | 0.26% | 132,417 | -25,494 | -16.14% | Mar 31, 2021 |
| PARNASSUS INCOME FUNDS | 0.26% | 1,500,000 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Strategy Fund | 0.24% | 2,761 | - | - | Mar 31, 2023 |
| T. Rowe Price Dividend Growth Fund, Inc. | 0.24% | 2,029,885 | - | - | Mar 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.23% | 1,115,000 | 1,115,000 | - | Mar 28, 2024 |
| T. Rowe Price Financial Services Fund, Inc. | 0.22% | 179,896 | 400 | 0.22% | Mar 31, 2024 |
| Invesco Management Trust | 0.21% | 4,000,000 | - | - | Feb 29, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.20% | 1,000,000 | - | - | Mar 28, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.20% | 1,000,000 | - | - | Mar 28, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.19% | 10,196,800 | -252,798 | -2.42% | Jan 31, 2024 |
| Voya VARIABLE FUNDS | 0.18% | 157,426 | - | - | Mar 31, 2024 |
| PIONEER SERIES TRUST XII | 0.17% | 122,043 | - | - | Feb 29, 2024 |
| OSI ETF Trust | 0.17% | 29,111 | 1,621 | 5.90% | Mar 31, 2022 |
| AMCAP FUND | 0.16% | 1,397,228 | -1,825 | -0.13% | Feb 29, 2024 |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 0.16% | 18,528 | - | - | Mar 31, 2024 |
| American Funds Global Insight Fund | 0.16% | 332,417 | - | - | Jan 31, 2024 |
| SPDR S&P 500 ETF TRUST | 0.15% | 5,992,222 | -127,750 | -2.09% | Mar 31, 2024 |
| Index Funds | 0.15% | 1,276 | -29 | -2.22% | Mar 31, 2024 |
| Zacks Trust | 0.15% | 13,799 | 5,447 | 65.22% | Feb 29, 2024 |
| PRUDENTIAL VARIABLE CONTRACT ACCOUNT 10 | 0.15% | 8,774 | -100 | -1.13% | Dec 31, 2022 |
| DELAWARE GROUP ADVISER FUNDS | 0.15% | 6,235,000 | - | - | Jan 31, 2024 |
| FIDELITY TREND FUND | 0.15% | 93,200 | - | - | Mar 31, 2024 |
| Adviser Managed Trust | 0.15% | 250,000 | 250,000 | - | Jan 31, 2024 |
| Pioneer Series Trust III | 0.15% | 42,852 | - | - | Feb 29, 2024 |
| PRUDENTIAL VARIABLE CONTRACT ACCOUNT 2 | 0.15% | 11,891 | -734 | -5.81% | Dec 31, 2022 |
| PIONEER SERIES TRUST XI | 0.15% | 73,686 | - | - | Mar 28, 2024 |
| BLACKROCK SUSTAINABLE BALANCED FUND, INC. | 0.14% | 1,030,000 | - | - | Feb 29, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 7 | 0.14% | 35,764 | -410 | -1.13% | Feb 29, 2024 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST | 0.14% | 6,000,000 | - | - | Jan 31, 2024 |
| JP MORGAN FLEMING MUTUAL FUND GROUP INC | 0.14% | 628,134 | - | - | Dec 31, 2023 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.13% | 12,500 | - | - | Feb 29, 2024 |
| DELAWARE GROUP INCOME FUNDS | 0.13% | 4,230,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Value Fund, Inc. | 0.13% | 662,693 | - | - | Mar 31, 2024 |
| Nuveen Core Equity Alpha Fund | 0.13% | 8,870 | - | - | Mar 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.12% | 46,353 | - | - | Mar 31, 2024 |
| Invesco Bond Fund | 0.12% | 220,000 | -30,000 | -12.00% | Feb 29, 2024 |
| Engine No. 1 ETF Trust | 0.12% | 7,112 | -180 | -2.47% | Jan 31, 2024 |
| T. Rowe Price U.S. Equity Research Fund, Inc. | 0.12% | 148,064 | -2,399 | -1.59% | Mar 31, 2024 |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.12% | 2,461,176 | -2,082 | -0.08% | Mar 31, 2024 |
| NEUBERGER BERMAN ALTERNATIVE FUNDS | 0.12% | 1,513,000 | - | - | Jan 31, 2024 |
| WESMARK FUNDS | 0.12% | 400,000 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.12% | 3,539,865 | -53,816 | -1.50% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.11% | 1,141,927 | -65,039 | -5.39% | Mar 31, 2024 |
| iShares U.S. ETF Trust | 0.11% | 13,380,000 | - | - | Jan 31, 2024 |
| Capital Group Central Fund Series II | 0.11% | 13,230,000 | - | - | Feb 29, 2024 |
| Siren ETF Trust | 0.11% | 4,205 | 204 | 5.10% | Mar 31, 2024 |
| T. Rowe Price New Income Fund, Inc. | 0.11% | 20,305,000 | - | - | Feb 29, 2024 |
| BLACKROCK SUSTAINABLE BALANCED FUND, INC. | 0.11% | 800,000 | - | - | Feb 29, 2024 |
| BLACKROCK SUSTAINABLE BALANCED FUND, INC. | 0.11% | 790,000 | - | - | Feb 29, 2024 |
| Invesco Bond Fund | 0.11% | 201,000 | -22,000 | -9.87% | Feb 29, 2024 |
| GROWTH FUND OF AMERICA | 0.11% | 2,670,324 | - | - | Feb 29, 2024 |
| MFS VARIABLE INSURANCE TRUST | 0.10% | 3,155,000 | - | - | Mar 31, 2024 |
| Core Bond Portfolio | 0.10% | 753,000 | - | - | Mar 31, 2024 |
| Ivy Variable Insurance Portfolios | 0.10% | 2,285,000 | - | - | Mar 28, 2024 |
| Securian Funds Trust | 0.10% | 1,000,000 | - | - | Mar 31, 2024 |
| DELAWARE VIP TRUST | 0.10% | 346,500 | - | - | Mar 28, 2024 |
| Voya Global Advantage & Premium Opportunity Fund | 0.09% | 5,863 | 136 | 2.37% | Feb 29, 2024 |
| LIBERTY ALL STAR EQUITY FUND | 0.09% | 74,800 | - | - | Dec 31, 2023 |
| SELECT SECTOR SPDR TRUST | 0.09% | 3,257,422 | 36,108 | 1.12% | Mar 31, 2024 |
Marsh & McLennan Companies's largest mutual fund holder by % of total assets is "YCG Funds", owning 98.03K shares, compromising 2.18% of its total assets.
Marsh & McLennan Companies Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 1,435 | -1.44% |
| 31 Mar, 24 | 1,456 | 5.66% |
| 31 Dec, 23 | 1,378 | 5.92% |
| 30 Sep, 23 | 1,301 | 2.85% |
| 30 Jun, 23 | 1,265 | 2.10% |
| 31 Mar, 23 | 1,239 | 0.65% |
| 31 Dec, 22 | 1,231 | 5.30% |
| 30 Sep, 22 | 1,169 | 0.34% |
| 30 Jun, 22 | 1,165 | -0.94% |
| 31 Mar, 22 | 1,176 | -0.76% |
| 31 Dec, 21 | 1,185 | 7.92% |
| 30 Sep, 21 | 1,098 | 7.33% |
| 30 Jun, 21 | 1,023 | 2.61% |
| 31 Mar, 21 | 997 | 1.01% |
| 31 Dec, 20 | 987 | 3.24% |
| 30 Sep, 20 | 956 | 3.02% |
| 30 Jun, 20 | 928 | 2.32% |
| 31 Mar, 20 | 907 | -4.02% |
| 31 Dec, 19 | 945 | 10.79% |
| 30 Sep, 19 | 853 | -1.39% |
| 30 Jun, 19 | 865 | 1.29% |
| 31 Mar, 19 | 854 | 1.67% |
| 31 Dec, 18 | 840 | 3.19% |
| 30 Sep, 18 | 814 | 0.62% |
| 30 Jun, 18 | 809 | -3.00% |
| 31 Mar, 18 | 834 | 1.46% |
| 31 Dec, 17 | 822 | 12.30% |
| 30 Sep, 17 | 732 | -3.43% |
| 30 Jun, 17 | 758 | 2.43% |
| 31 Mar, 17 | 740 | -1.46% |
| 31 Dec, 16 | 751 | 8.53% |
| 30 Sep, 16 | 692 | 6.63% |
| 30 Jun, 16 | 649 | 3.67% |
| 31 Mar, 16 | 626 | 1.79% |
| 31 Dec, 15 | 615 | 2.16% |
| 30 Sep, 15 | 602 | -1.95% |
| 30 Jun, 15 | 614 | 0.33% |
| 31 Mar, 15 | 612 | -0.97% |
| 31 Dec, 14 | 618 | 5.64% |
| 30 Sep, 14 | 585 | 2.81% |
| 30 Jun, 14 | 569 | -2.57% |
| 31 Mar, 14 | 584 | 4.66% |
| 31 Dec, 13 | 558 | 5.88% |
| 30 Sep, 13 | 527 | 1.74% |
| 30 Jun, 13 | 518 | 127.19% |
| 31 Mar, 13 | 228 | - |
| 31 Dec, 12 | 228 | 5.56% |
| 30 Sep, 12 | 216 | 0.93% |
| 30 Jun, 12 | 214 | -0.93% |
| 31 Mar, 12 | 216 | 2.86% |
| 31 Dec, 11 | 210 | 18.64% |
| 30 Sep, 11 | 177 | 9.26% |
| 30 Jun, 11 | 162 | -0.61% |
| 31 Mar, 11 | 163 | 5.16% |
| 31 Dec, 10 | 155 | 16.54% |
| 30 Sep, 10 | 133 | -2.92% |
| 30 Jun, 10 | 137 | -2.14% |
| 31 Mar, 10 | 140 | -0.71% |
| 31 Dec, 09 | 141 | -2.08% |
| 30 Sep, 09 | 144 | -4.64% |
| 30 Jun, 09 | 151 | -1.31% |
| 31 Mar, 09 | 153 | -6.13% |
| 31 Dec, 08 | 163 | 11.64% |
| 30 Sep, 08 | 146 | 11.45% |
| 30 Jun, 08 | 131 | 0.77% |
| 31 Mar, 08 | 130 | 4.00% |
| 31 Dec, 07 | 125 | 8.70% |
| 30 Sep, 07 | 115 | -11.54% |
| 30 Jun, 07 | 130 | 4.84% |
| 31 Mar, 07 | 124 | -6.06% |
| 31 Dec, 06 | 132 | 15.79% |
| 30 Sep, 06 | 114 | -5.00% |
| 30 Jun, 06 | 120 | -8.40% |
| 31 Mar, 06 | 131 | 4.80% |
| 31 Dec, 05 | 125 | 12.61% |
| 30 Sep, 05 | 111 | 0.91% |
| 30 Jun, 05 | 110 | -5.98% |
| 31 Mar, 05 | 117 | 1.74% |
| 31 Dec, 04 | 115 | -11.54% |
| 30 Sep, 04 | 130 | -2.99% |
| 30 Jun, 04 | 134 | -11.84% |
| 31 Mar, 04 | 152 | 14.29% |
| 31 Dec, 03 | 133 | -9.52% |
| 30 Sep, 03 | 147 | 13.08% |
| 30 Jun, 03 | 130 | - |
| 31 Mar, 03 | 130 | -3.70% |
| 31 Dec, 02 | 135 | 14.41% |
| 30 Sep, 02 | 118 | 0.85% |
| 30 Jun, 02 | 117 | 14.71% |
| 31 Mar, 02 | 102 | 13.33% |
| 31 Dec, 01 | 90 | 1.12% |
| 30 Sep, 01 | 89 | 18.67% |
| 30 Jun, 01 | 75 | 4.17% |
| 31 Mar, 01 | 72 | 4.35% |
| 31 Dec, 00 | 69 | 9.52% |
| 30 Sep, 00 | 63 | 3.28% |
| 30 Jun, 00 | 61 | 32.61% |
| 31 Mar, 00 | 46 | -2.13% |
| 31 Dec, 99 | 47 | 11.90% |
| 30 Sep, 99 | 42 | - |
| 30 Jun, 99 | 42 | 16.67% |
| 31 Mar, 99 | 36 | 1700.00% |
| 31 Dec, 98 | 2 | - |
As of 30 Jun 24, 1,435 institutions are holding Marsh & McLennan Companies's shares, representing a decrease of -1.44% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 434,765,796 | 1.40% |
| 31 Mar, 24 | 428,772,924 | -0.93% |
| 31 Dec, 23 | 432,818,069 | 1.58% |
| 30 Sep, 23 | 426,070,926 | -1.58% |
| 30 Jun, 23 | 432,926,674 | 0.12% |
| 31 Mar, 23 | 432,416,444 | -0.80% |
| 31 Dec, 22 | 435,893,297 | -0.29% |
| 30 Sep, 22 | 437,167,533 | -0.90% |
| 30 Jun, 22 | 441,133,283 | 0.06% |
| 31 Mar, 22 | 440,849,922 | -1.04% |
| 31 Dec, 21 | 445,479,170 | -0.62% |
| 30 Sep, 21 | 448,247,376 | -0.80% |
| 30 Jun, 21 | 451,861,184 | 0.78% |
| 31 Mar, 21 | 448,370,940 | 1.10% |
| 31 Dec, 20 | 443,501,475 | -0.08% |
| 30 Sep, 20 | 443,870,462 | -0.24% |
| 30 Jun, 20 | 444,943,160 | -0.15% |
| 31 Mar, 20 | 445,618,914 | -0.17% |
| 31 Dec, 19 | 446,358,619 | 0.60% |
| 30 Sep, 19 | 443,691,223 | 0.02% |
| 30 Jun, 19 | 443,603,706 | 0.90% |
| 31 Mar, 19 | 439,635,730 | 0.16% |
| 31 Dec, 18 | 438,954,949 | -0.30% |
| 30 Sep, 18 | 440,271,167 | 0.57% |
| 30 Jun, 18 | 437,756,265 | 0.82% |
| 31 Mar, 18 | 434,175,782 | -0.36% |
| 31 Dec, 17 | 435,726,856 | -0.91% |
| 30 Sep, 17 | 439,734,644 | 0.79% |
| 30 Jun, 17 | 436,276,407 | -1.00% |
| 31 Mar, 17 | 440,690,434 | 0.84% |
| 31 Dec, 16 | 437,025,721 | -0.34% |
| 30 Sep, 16 | 438,511,028 | -1.88% |
| 30 Jun, 16 | 446,904,871 | -1.63% |
| 31 Mar, 16 | 454,307,467 | 1.30% |
| 31 Dec, 15 | 448,461,620 | 0.15% |
| 30 Sep, 15 | 447,789,930 | -0.50% |
| 30 Jun, 15 | 450,030,823 | -2.01% |
| 31 Mar, 15 | 459,266,326 | -1.43% |
| 31 Dec, 14 | 465,929,614 | -0.22% |
| 30 Sep, 14 | 466,936,049 | -0.47% |
| 30 Jun, 14 | 469,148,131 | 0.74% |
| 31 Mar, 14 | 465,717,492 | 0.56% |
| 31 Dec, 13 | 463,107,772 | 0.07% |
| 30 Sep, 13 | 462,792,689 | 2.29% |
| 30 Jun, 13 | 452,424,659 | 97.64% |
| 31 Mar, 13 | 228,915,467 | 25.64% |
| 31 Dec, 12 | 182,194,109 | 1.96% |
| 30 Sep, 12 | 178,700,100 | -12.74% |
| 30 Jun, 12 | 204,781,506 | 0.41% |
| 31 Mar, 12 | 203,952,126 | 7.01% |
| 31 Dec, 11 | 190,593,496 | 11.59% |
| 30 Sep, 11 | 170,796,192 | -5.67% |
| 30 Jun, 11 | 181,067,671 | -74.89% |
| 31 Mar, 11 | 721,115,223 | 369.12% |
| 31 Dec, 10 | 153,716,632 | 5.26% |
| 30 Sep, 10 | 146,029,151 | 5.08% |
| 30 Jun, 10 | 138,975,072 | -4.70% |
| 31 Mar, 10 | 145,826,277 | -17.89% |
| 31 Dec, 09 | 177,595,098 | 18.54% |
| 30 Sep, 09 | 149,813,559 | 14.66% |
| 30 Jun, 09 | 130,660,957 | 4.28% |
| 31 Mar, 09 | 125,297,783 | -19.67% |
| 31 Dec, 08 | 155,970,005 | 34.20% |
| 30 Sep, 08 | 116,224,159 | 15.92% |
| 30 Jun, 08 | 100,259,951 | 23.95% |
| 31 Mar, 08 | 80,888,492 | -27.91% |
| 31 Dec, 07 | 112,197,714 | 4.62% |
| 30 Sep, 07 | 107,242,426 | -10.55% |
| 30 Jun, 07 | 119,893,492 | 124.50% |
| 31 Mar, 07 | 53,405,456 | -50.22% |
| 31 Dec, 06 | 107,277,524 | -0.31% |
| 30 Sep, 06 | 107,608,829 | 15.33% |
| 30 Jun, 06 | 93,303,956 | -20.96% |
| 31 Mar, 06 | 118,049,480 | 1.37% |
| 31 Dec, 05 | 116,449,443 | 26.22% |
| 30 Sep, 05 | 92,262,346 | 24.78% |
| 30 Jun, 05 | 73,942,231 | -1.18% |
| 31 Mar, 05 | 74,822,949 | -15.48% |
| 31 Dec, 04 | 88,522,939 | 37.65% |
| 30 Sep, 04 | 64,308,158 | 0.18% |
| 30 Jun, 04 | 64,192,762 | -7.01% |
| 31 Mar, 04 | 69,035,036 | 38.90% |
| 31 Dec, 03 | 49,701,512 | -6.88% |
| 30 Sep, 03 | 53,372,121 | 27.78% |
| 30 Jun, 03 | 41,769,733 | -6.22% |
| 31 Mar, 03 | 44,539,554 | 1.98% |
| 31 Dec, 02 | 43,676,736 | 12.04% |
| 30 Sep, 02 | 38,983,627 | 53.97% |
| 30 Jun, 02 | 25,319,346 | -0.17% |
| 31 Mar, 02 | 25,363,717 | 31.21% |
| 31 Dec, 01 | 19,330,653 | -96.60% |
| 30 Sep, 01 | 568,903,297 | 1804.59% |
| 30 Jun, 01 | 29,870,189 | 29.46% |
| 31 Mar, 01 | 23,073,592 | 21.17% |
| 31 Dec, 00 | 19,041,898 | -4.53% |
| 30 Sep, 00 | 19,946,346 | -24.09% |
| 30 Jun, 00 | 26,276,487 | -0.38% |
| 31 Mar, 00 | 26,377,787 | 86.01% |
| 31 Dec, 99 | 14,180,473 | -49.66% |
| 30 Sep, 99 | 28,171,082 | -8.53% |
| 30 Jun, 99 | 30,797,124 | 15.60% |
| 31 Mar, 99 | 26,641,486 | 22418.37% |
| 31 Dec, 98 | 118,310 | - |
Marsh & McLennan Companies (MMC) has 434.77M shares outstanding as of 30 Jun 24, up 1.40% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 88.37% | 1.16% |
| 31 Mar, 24 | 87.15% | 1.14% |
| 31 Dec, 23 | 87.61% | 1.18% |
| 30 Sep, 23 | 86.25% | 1.13% |
| 30 Jun, 23 | 87.46% | 1.15% |
| 31 Mar, 23 | 87.36% | 1.13% |
| 31 Dec, 22 | 87.88% | 1.14% |
| 30 Sep, 22 | 87.78% | 1.13% |
| 30 Jun, 22 | 88.05% | 1.15% |
| 31 Mar, 22 | 87.64% | 1.12% |
| 31 Dec, 21 | 88.39% | 1.13% |
| 30 Sep, 21 | 88.59% | 1.12% |
| 30 Jun, 21 | 88.95% | 1.15% |
| 31 Mar, 21 | 88.09% | 1.15% |
| 31 Dec, 20 | 87.48% | 1.14% |
| 30 Sep, 20 | 87.55% | 1.13% |
| 30 Jun, 20 | 87.93% | 1.13% |
| 31 Mar, 20 | 88.24% | 1.13% |
| 31 Dec, 19 | 88.56% | 1.15% |
| 30 Sep, 19 | 87.69% | 1.15% |
| 30 Jun, 19 | 87.50% | 1.15% |
| 31 Mar, 19 | 87.06% | 1.15% |
| 31 Dec, 18 | 87.09% | 1.14% |
| 30 Sep, 18 | 87.36% | 1.17% |
| 30 Jun, 18 | 86.34% | 1.18% |
| 31 Mar, 18 | 85.47% | 1.18% |
| 31 Dec, 17 | 84.94% | 1.15% |
| 30 Sep, 17 | 85.89% | 1.19% |
| 30 Jun, 17 | 84.88% | 1.16% |
| 31 Mar, 17 | 85.57% | 1.21% |
| 31 Dec, 16 | 84.21% | 1.18% |
| 30 Sep, 16 | 84.65% | 1.15% |
| 30 Jun, 16 | 85.78% | 1.13% |
| 31 Mar, 16 | 87.20% | 1.18% |
| 31 Dec, 15 | 85.91% | 1.19% |
| 30 Sep, 15 | 84.81% | 1.20% |
| 30 Jun, 15 | 84.12% | 1.16% |
| 31 Mar, 15 | 85.21% | 1.15% |
| 31 Dec, 14 | 86.12% | 1.17% |
| 30 Sep, 14 | 85.83% | 1.18% |
| 30 Jun, 14 | 85.45% | 1.18% |
| 31 Mar, 14 | 84.98% | 1.19% |
| 31 Dec, 13 | 84.51% | 1.19% |
| 30 Sep, 13 | 84.30% | 1.25% |
| 30 Jun, 13 | 82.11% | 4.71% |
| 31 Mar, 13 | 41.77% | 3.72% |
| 31 Dec, 12 | 33.49% | 3.10% |
| 30 Sep, 12 | 32.85% | 2.33% |
| 30 Jun, 12 | 37.57% | 2.65% |
| 31 Mar, 12 | 37.63% | 3.04% |
| 31 Dec, 11 | 35.16% | 3.52% |
| 30 Sep, 11 | 31.63% | 2.89% |
| 30 Jun, 11 | 33.10% | 0.19% |
| 31 Mar, 11 | 132.56% | 16.54% |
| 31 Dec, 10 | 28.31% | 3.91% |
| 30 Sep, 10 | 26.89% | 4.08% |
| 30 Jun, 10 | 25.69% | 3.43% |
| 31 Mar, 10 | 27.36% | 2.39% |
| 31 Dec, 09 | 33.83% | 4.14% |
| 30 Sep, 09 | 28.59% | 4.56% |
| 30 Jun, 09 | 25.03% | 4.23% |
| 31 Mar, 09 | 24.33% | 2.64% |
| 31 Dec, 08 | 30.34% | 5.91% |
| 30 Sep, 08 | 22.66% | 5.91% |
| 30 Jun, 08 | 19.58% | 8.06% |
| 31 Mar, 08 | 15.59% | 3.60% |
| 31 Dec, 07 | 20.82% | 5.16% |
| 30 Sep, 07 | 20.08% | 4.20% |
| 30 Jun, 07 | 21.88% | 23.46% |
| 31 Mar, 07 | 9.66% | 2.53% |
| 31 Dec, 06 | 19.54% | 5.10% |
| 30 Sep, 06 | 19.57% | 6.77% |
| 30 Jun, 06 | 17.00% | 3.65% |
| 31 Mar, 06 | 21.58% | 4.61% |
| 31 Dec, 05 | 21.64% | 7.39% |
| 30 Sep, 05 | 17.12% | 8.96% |
| 30 Jun, 05 | 13.82% | 6.96% |
| 31 Mar, 05 | 14.09% | 4.98% |
| 31 Dec, 04 | 16.83% | 11.05% |
| 30 Sep, 04 | 12.34% | 8.16% |
| 30 Jun, 04 | 12.30% | 7.11% |
| 31 Mar, 04 | 13.15% | 14.67% |
| 31 Dec, 03 | 9.47% | 9.37% |
| 30 Sep, 03 | 10.05% | 16.43% |
| 30 Jun, 03 | 7.82% | 11.33% |
| 31 Mar, 03 | 8.31% | 12.52% |
| 31 Dec, 02 | 8.15% | 15.35% |
| 30 Sep, 02 | 7.29% | 33.76% |
| 30 Jun, 02 | 4.65% | 21.69% |
| 31 Mar, 02 | 4.63% | 37.47% |
| 31 Dec, 01 | 3.51% | 0.03% |
| 30 Sep, 01 | 103.81% | 354.53% |
| 30 Jun, 01 | 5.41% | 30.97% |
| 31 Mar, 01 | 4.18% | 35.13% |
| 31 Dec, 00 | 3.45% | 25.66% |
| 30 Sep, 00 | 3.67% | 15.48% |
| 30 Jun, 00 | 4.87% | 20.09% |
| 31 Mar, 00 | 4.92% | 67.71% |
| 31 Dec, 99 | 2.70% | 9.33% |
| 30 Sep, 99 | 5.38% | 15.33% |
| 30 Jun, 99 | 5.92% | 22.28% |
| 31 Mar, 99 | 5.16% | 958442.67% |
| 31 Dec, 98 | 0.02% | - |
As of 30 Jun 24, Marsh & McLennan Companies is held by 88.37% institutional shareholders, representing a 1.16% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 669 | -4.02% |
| 31 Mar, 24 | 697 | 6.90% |
| 31 Dec, 23 | 652 | 13.59% |
| 30 Sep, 23 | 574 | 3.61% |
| 30 Jun, 23 | 554 | 1.09% |
| 31 Mar, 23 | 548 | -6.96% |
| 31 Dec, 22 | 589 | 8.27% |
| 30 Sep, 22 | 544 | 0.74% |
| 30 Jun, 22 | 540 | 0.37% |
| 31 Mar, 22 | 538 | -11.37% |
| 31 Dec, 21 | 607 | 16.28% |
| 30 Sep, 21 | 522 | 9.43% |
| 30 Jun, 21 | 477 | 1.49% |
| 31 Mar, 21 | 470 | -1.05% |
| 31 Dec, 20 | 475 | 13.37% |
| 30 Sep, 20 | 419 | -2.33% |
| 30 Jun, 20 | 429 | 6.72% |
| 31 Mar, 20 | 402 | -4.51% |
| 31 Dec, 19 | 421 | 20.98% |
| 30 Sep, 19 | 348 | -7.45% |
| 30 Jun, 19 | 376 | 1.35% |
| 31 Mar, 19 | 371 | 2.77% |
| 31 Dec, 18 | 361 | 10.40% |
| 30 Sep, 18 | 327 | -7.37% |
| 30 Jun, 18 | 353 | 6.97% |
| 31 Mar, 18 | 330 | -14.73% |
| 31 Dec, 17 | 387 | 25.65% |
| 30 Sep, 17 | 308 | -1.60% |
| 30 Jun, 17 | 313 | 1.29% |
| 31 Mar, 17 | 309 | -10.17% |
| 31 Dec, 16 | 344 | 9.55% |
| 30 Sep, 16 | 314 | 2.95% |
| 30 Jun, 16 | 305 | 11.72% |
| 31 Mar, 16 | 273 | 9.64% |
| 31 Dec, 15 | 249 | 7.33% |
| 30 Sep, 15 | 232 | 6.91% |
| 30 Jun, 15 | 217 | -11.79% |
| 31 Mar, 15 | 246 | -3.91% |
| 31 Dec, 14 | 256 | 36.90% |
| 30 Sep, 14 | 187 | -23.36% |
| 30 Jun, 14 | 244 | - |
| 31 Mar, 14 | 244 | 14.02% |
| 31 Dec, 13 | 214 | - |
| 30 Sep, 13 | 214 | -44.42% |
| 30 Jun, 13 | 385 | 200.78% |
| 31 Mar, 13 | 128 | 12.28% |
| 31 Dec, 12 | 114 | 16.33% |
| 30 Sep, 12 | 98 | -7.55% |
| 30 Jun, 12 | 106 | 3.92% |
| 31 Mar, 12 | 102 | -17.07% |
| 31 Dec, 11 | 123 | 13.89% |
| 30 Sep, 11 | 108 | 38.46% |
| 30 Jun, 11 | 78 | -11.36% |
| 31 Mar, 11 | 88 | -1.12% |
| 31 Dec, 10 | 89 | 28.99% |
| 30 Sep, 10 | 69 | -2.82% |
| 30 Jun, 10 | 71 | -8.97% |
| 31 Mar, 10 | 78 | 8.33% |
| 31 Dec, 09 | 72 | 4.35% |
| 30 Sep, 09 | 69 | -8.00% |
| 30 Jun, 09 | 75 | -11.76% |
| 31 Mar, 09 | 85 | -1.16% |
| 31 Dec, 08 | 86 | 26.47% |
| 30 Sep, 08 | 68 | 17.24% |
| 30 Jun, 08 | 58 | -4.92% |
| 31 Mar, 08 | 61 | 7.02% |
| 31 Dec, 07 | 57 | 39.02% |
| 30 Sep, 07 | 41 | -25.45% |
| 30 Jun, 07 | 55 | -6.78% |
| 31 Mar, 07 | 59 | -14.49% |
| 31 Dec, 06 | 69 | 25.45% |
| 30 Sep, 06 | 55 | 10.00% |
| 30 Jun, 06 | 50 | -29.58% |
| 31 Mar, 06 | 71 | 1.43% |
| 31 Dec, 05 | 70 | 14.75% |
| 30 Sep, 05 | 61 | 10.91% |
| 30 Jun, 05 | 55 | -9.84% |
| 31 Mar, 05 | 61 | -1.61% |
| 31 Dec, 04 | 62 | -10.14% |
| 30 Sep, 04 | 69 | 11.29% |
| 30 Jun, 04 | 62 | -29.55% |
| 31 Mar, 04 | 88 | 17.33% |
| 31 Dec, 03 | 75 | -13.79% |
| 30 Sep, 03 | 87 | 27.94% |
| 30 Jun, 03 | 68 | -10.53% |
| 31 Mar, 03 | 76 | -8.43% |
| 31 Dec, 02 | 83 | -19.42% |
| 30 Sep, 02 | 103 | 47.14% |
| 30 Jun, 02 | 70 | 11.11% |
| 31 Mar, 02 | 63 | 23.53% |
| 31 Dec, 01 | 51 | -1.92% |
| 30 Sep, 01 | 52 | 13.04% |
| 30 Jun, 01 | 46 | 12.20% |
| 31 Mar, 01 | 41 | 2.50% |
| 31 Dec, 00 | 40 | 21.21% |
| 30 Sep, 00 | 33 | -19.51% |
| 30 Jun, 00 | 41 | 20.59% |
| 31 Mar, 00 | 34 | 13.33% |
| 31 Dec, 99 | 30 | 15.38% |
| 30 Sep, 99 | 26 | -3.70% |
| 30 Jun, 99 | 27 | -20.59% |
| 31 Mar, 99 | 34 | 1600.00% |
| 31 Dec, 98 | 2 | - |
669 institutional shareholders have increased their position in MMC stock as of 30 Jun 24 compared to 697 in the previous quarter (a -4.02% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 493 | -1.00% |
| 31 Mar, 24 | 498 | 2.26% |
| 31 Dec, 23 | 487 | 0.21% |
| 30 Sep, 23 | 486 | 6.58% |
| 30 Jun, 23 | 456 | - |
| 31 Mar, 23 | 456 | 5.07% |
| 31 Dec, 22 | 434 | 9.87% |
| 30 Sep, 22 | 395 | -3.66% |
| 30 Jun, 22 | 410 | 4.59% |
| 31 Mar, 22 | 392 | 8.89% |
| 31 Dec, 21 | 360 | 5.26% |
| 30 Sep, 21 | 342 | 4.59% |
| 30 Jun, 21 | 327 | -2.10% |
| 31 Mar, 21 | 334 | 6.03% |
| 31 Dec, 20 | 315 | -5.41% |
| 30 Sep, 20 | 333 | 3.74% |
| 30 Jun, 20 | 321 | -2.43% |
| 31 Mar, 20 | 329 | 2.17% |
| 31 Dec, 19 | 322 | 3.87% |
| 30 Sep, 19 | 310 | 3.68% |
| 30 Jun, 19 | 299 | -0.33% |
| 31 Mar, 19 | 300 | 0.67% |
| 31 Dec, 18 | 298 | -1.65% |
| 30 Sep, 18 | 303 | 18.36% |
| 30 Jun, 18 | 256 | -20.00% |
| 31 Mar, 18 | 320 | 18.52% |
| 31 Dec, 17 | 270 | 3.85% |
| 30 Sep, 17 | 260 | -5.80% |
| 30 Jun, 17 | 276 | -2.13% |
| 31 Mar, 17 | 282 | 9.73% |
| 31 Dec, 16 | 257 | 12.23% |
| 30 Sep, 16 | 229 | 10.63% |
| 30 Jun, 16 | 207 | -6.33% |
| 31 Mar, 16 | 221 | -7.53% |
| 31 Dec, 15 | 239 | 3.02% |
| 30 Sep, 15 | 232 | -10.42% |
| 30 Jun, 15 | 259 | 9.28% |
| 31 Mar, 15 | 237 | 5.33% |
| 31 Dec, 14 | 225 | -13.46% |
| 30 Sep, 14 | 260 | 28.08% |
| 30 Jun, 14 | 203 | -8.97% |
| 31 Mar, 14 | 223 | -2.19% |
| 31 Dec, 13 | 228 | 16.33% |
| 30 Sep, 13 | 196 | 130.59% |
| 30 Jun, 13 | 85 | 25.00% |
| 31 Mar, 13 | 68 | -2.86% |
| 31 Dec, 12 | 70 | - |
| 30 Sep, 12 | 70 | 2.94% |
| 30 Jun, 12 | 68 | -6.85% |
| 31 Mar, 12 | 73 | 30.36% |
| 31 Dec, 11 | 56 | 30.23% |
| 30 Sep, 11 | 43 | -28.33% |
| 30 Jun, 11 | 60 | 11.11% |
| 31 Mar, 11 | 54 | 22.73% |
| 31 Dec, 10 | 44 | - |
| 30 Sep, 10 | 44 | -4.35% |
| 30 Jun, 10 | 46 | 6.98% |
| 31 Mar, 10 | 43 | -2.27% |
| 31 Dec, 09 | 44 | 2.33% |
| 30 Sep, 09 | 43 | 13.16% |
| 30 Jun, 09 | 38 | 2.70% |
| 31 Mar, 09 | 37 | -27.45% |
| 31 Dec, 08 | 51 | 21.43% |
| 30 Sep, 08 | 42 | -2.33% |
| 30 Jun, 08 | 43 | 26.47% |
| 31 Mar, 08 | 34 | -22.73% |
| 31 Dec, 07 | 44 | -8.33% |
| 30 Sep, 07 | 48 | 29.73% |
| 30 Jun, 07 | 37 | 27.59% |
| 31 Mar, 07 | 29 | -34.09% |
| 31 Dec, 06 | 44 | 10.00% |
| 30 Sep, 06 | 40 | -11.11% |
| 30 Jun, 06 | 45 | 21.62% |
| 31 Mar, 06 | 37 | 19.35% |
| 31 Dec, 05 | 31 | 3.33% |
| 30 Sep, 05 | 30 | - |
| 30 Jun, 05 | 30 | -9.09% |
| 31 Mar, 05 | 33 | -21.43% |
| 31 Dec, 04 | 42 | - |
| 30 Sep, 04 | 42 | -20.75% |
| 30 Jun, 04 | 53 | - |
| 31 Mar, 04 | 53 | 8.16% |
| 31 Dec, 03 | 49 | 11.36% |
| 30 Sep, 03 | 44 | - |
| 30 Jun, 03 | 44 | 18.92% |
| 31 Mar, 03 | 37 | 8.82% |
| 31 Dec, 02 | 34 | 277.78% |
| 30 Sep, 02 | 9 | -75.00% |
| 30 Jun, 02 | 36 | 50.00% |
| 31 Mar, 02 | 24 | -17.24% |
| 31 Dec, 01 | 29 | 7.41% |
| 30 Sep, 01 | 27 | 68.75% |
| 30 Jun, 01 | 16 | -30.43% |
| 31 Mar, 01 | 23 | 27.78% |
| 31 Dec, 00 | 18 | -10.00% |
| 30 Sep, 00 | 20 | 42.86% |
| 30 Jun, 00 | 14 | 55.56% |
| 31 Mar, 00 | 9 | -18.18% |
| 31 Dec, 99 | 11 | - |
| 30 Sep, 99 | 11 | 10.00% |
| 30 Jun, 99 | 10 | 400.00% |
| 31 Mar, 99 | 2 | - |
| 31 Dec, 98 | - | - |
493 institutional shareholders have reduced their position in MMC stock as of 30 Jun 24 compared to 498 in the previous quarter (a -1.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 1,435 | -1.44% | 434,765,796 | 1.40% | 88.37% | 1.16% | 669 | -4.02% | 493 | -1.00% |
| 31 Mar, 24 | 1,456 | 5.66% | 428,772,924 | -0.93% | 87.15% | 1.14% | 697 | 6.90% | 498 | 2.26% |
| 31 Dec, 23 | 1,378 | 5.92% | 432,818,069 | 1.58% | 87.61% | 1.18% | 652 | 13.59% | 487 | 0.21% |
| 30 Sep, 23 | 1,301 | 2.85% | 426,070,926 | -1.58% | 86.25% | 1.13% | 574 | 3.61% | 486 | 6.58% |
| 30 Jun, 23 | 1,265 | 2.10% | 432,926,674 | 0.12% | 87.46% | 1.15% | 554 | 1.09% | 456 | - |
| 31 Mar, 23 | 1,239 | 0.65% | 432,416,444 | -0.80% | 87.36% | 1.13% | 548 | -6.96% | 456 | 5.07% |
| 31 Dec, 22 | 1,231 | 5.30% | 435,893,297 | -0.29% | 87.88% | 1.14% | 589 | 8.27% | 434 | 9.87% |
| 30 Sep, 22 | 1,169 | 0.34% | 437,167,533 | -0.90% | 87.78% | 1.13% | 544 | 0.74% | 395 | -3.66% |
| 30 Jun, 22 | 1,165 | -0.94% | 441,133,283 | 0.06% | 88.05% | 1.15% | 540 | 0.37% | 410 | 4.59% |
| 31 Mar, 22 | 1,176 | -0.76% | 440,849,922 | -1.04% | 87.64% | 1.12% | 538 | -11.37% | 392 | 8.89% |
| 31 Dec, 21 | 1,185 | 7.92% | 445,479,170 | -0.62% | 88.39% | 1.13% | 607 | 16.28% | 360 | 5.26% |
| 30 Sep, 21 | 1,098 | 7.33% | 448,247,376 | -0.80% | 88.59% | 1.12% | 522 | 9.43% | 342 | 4.59% |
| 30 Jun, 21 | 1,023 | 2.61% | 451,861,184 | 0.78% | 88.95% | 1.15% | 477 | 1.49% | 327 | -2.10% |
| 31 Mar, 21 | 997 | 1.01% | 448,370,940 | 1.10% | 88.09% | 1.15% | 470 | -1.05% | 334 | 6.03% |
| 31 Dec, 20 | 987 | 3.24% | 443,501,475 | -0.08% | 87.48% | 1.14% | 475 | 13.37% | 315 | -5.41% |
| 30 Sep, 20 | 956 | 3.02% | 443,870,462 | -0.24% | 87.55% | 1.13% | 419 | -2.33% | 333 | 3.74% |
| 30 Jun, 20 | 928 | 2.32% | 444,943,160 | -0.15% | 87.93% | 1.13% | 429 | 6.72% | 321 | -2.43% |
| 31 Mar, 20 | 907 | -4.02% | 445,618,914 | -0.17% | 88.24% | 1.13% | 402 | -4.51% | 329 | 2.17% |
| 31 Dec, 19 | 945 | 10.79% | 446,358,619 | 0.60% | 88.56% | 1.15% | 421 | 20.98% | 322 | 3.87% |
| 30 Sep, 19 | 853 | -1.39% | 443,691,223 | 0.02% | 87.69% | 1.15% | 348 | -7.45% | 310 | 3.68% |
| 30 Jun, 19 | 865 | 1.29% | 443,603,706 | 0.90% | 87.50% | 1.15% | 376 | 1.35% | 299 | -0.33% |
| 31 Mar, 19 | 854 | 1.67% | 439,635,730 | 0.16% | 87.06% | 1.15% | 371 | 2.77% | 300 | 0.67% |
| 31 Dec, 18 | 840 | 3.19% | 438,954,949 | -0.30% | 87.09% | 1.14% | 361 | 10.40% | 298 | -1.65% |
| 30 Sep, 18 | 814 | 0.62% | 440,271,167 | 0.57% | 87.36% | 1.17% | 327 | -7.37% | 303 | 18.36% |
| 30 Jun, 18 | 809 | -3.00% | 437,756,265 | 0.82% | 86.34% | 1.18% | 353 | 6.97% | 256 | -20.00% |
| 31 Mar, 18 | 834 | 1.46% | 434,175,782 | -0.36% | 85.47% | 1.18% | 330 | -14.73% | 320 | 18.52% |
| 31 Dec, 17 | 822 | 12.30% | 435,726,856 | -0.91% | 84.94% | 1.15% | 387 | 25.65% | 270 | 3.85% |
| 30 Sep, 17 | 732 | -3.43% | 439,734,644 | 0.79% | 85.89% | 1.19% | 308 | -1.60% | 260 | -5.80% |
| 30 Jun, 17 | 758 | 2.43% | 436,276,407 | -1.00% | 84.88% | 1.16% | 313 | 1.29% | 276 | -2.13% |
| 31 Mar, 17 | 740 | -1.46% | 440,690,434 | 0.84% | 85.57% | 1.21% | 309 | -10.17% | 282 | 9.73% |
| 31 Dec, 16 | 751 | 8.53% | 437,025,721 | -0.34% | 84.21% | 1.18% | 344 | 9.55% | 257 | 12.23% |
| 30 Sep, 16 | 692 | 6.63% | 438,511,028 | -1.88% | 84.65% | 1.15% | 314 | 2.95% | 229 | 10.63% |
| 30 Jun, 16 | 649 | 3.67% | 446,904,871 | -1.63% | 85.78% | 1.13% | 305 | 11.72% | 207 | -6.33% |
| 31 Mar, 16 | 626 | 1.79% | 454,307,467 | 1.30% | 87.20% | 1.18% | 273 | 9.64% | 221 | -7.53% |
| 31 Dec, 15 | 615 | 2.16% | 448,461,620 | 0.15% | 85.91% | 1.19% | 249 | 7.33% | 239 | 3.02% |
| 30 Sep, 15 | 602 | -1.95% | 447,789,930 | -0.50% | 84.81% | 1.20% | 232 | 6.91% | 232 | -10.42% |
| 30 Jun, 15 | 614 | 0.33% | 450,030,823 | -2.01% | 84.12% | 1.16% | 217 | -11.79% | 259 | 9.28% |
| 31 Mar, 15 | 612 | -0.97% | 459,266,326 | -1.43% | 85.21% | 1.15% | 246 | -3.91% | 237 | 5.33% |
| 31 Dec, 14 | 618 | 5.64% | 465,929,614 | -0.22% | 86.12% | 1.17% | 256 | 36.90% | 225 | -13.46% |
| 30 Sep, 14 | 585 | 2.81% | 466,936,049 | -0.47% | 85.83% | 1.18% | 187 | -23.36% | 260 | 28.08% |
| 30 Jun, 14 | 569 | -2.57% | 469,148,131 | 0.74% | 85.45% | 1.18% | 244 | - | 203 | -8.97% |
| 31 Mar, 14 | 584 | 4.66% | 465,717,492 | 0.56% | 84.98% | 1.19% | 244 | 14.02% | 223 | -2.19% |
| 31 Dec, 13 | 558 | 5.88% | 463,107,772 | 0.07% | 84.51% | 1.19% | 214 | - | 228 | 16.33% |
| 30 Sep, 13 | 527 | 1.74% | 462,792,689 | 2.29% | 84.30% | 1.25% | 214 | -44.42% | 196 | 130.59% |
| 30 Jun, 13 | 518 | 127.19% | 452,424,659 | 97.64% | 82.11% | 4.71% | 385 | 200.78% | 85 | 25.00% |
| 31 Mar, 13 | 228 | - | 228,915,467 | 25.64% | 41.77% | 3.72% | 128 | 12.28% | 68 | -2.86% |
| 31 Dec, 12 | 228 | 5.56% | 182,194,109 | 1.96% | 33.49% | 3.10% | 114 | 16.33% | 70 | - |
| 30 Sep, 12 | 216 | 0.93% | 178,700,100 | -12.74% | 32.85% | 2.33% | 98 | -7.55% | 70 | 2.94% |
| 30 Jun, 12 | 214 | -0.93% | 204,781,506 | 0.41% | 37.57% | 2.65% | 106 | 3.92% | 68 | -6.85% |
| 31 Mar, 12 | 216 | 2.86% | 203,952,126 | 7.01% | 37.63% | 3.04% | 102 | -17.07% | 73 | 30.36% |
| 31 Dec, 11 | 210 | 18.64% | 190,593,496 | 11.59% | 35.16% | 3.52% | 123 | 13.89% | 56 | 30.23% |
| 30 Sep, 11 | 177 | 9.26% | 170,796,192 | -5.67% | 31.63% | 2.89% | 108 | 38.46% | 43 | -28.33% |
| 30 Jun, 11 | 162 | -0.61% | 181,067,671 | -74.89% | 33.10% | 0.19% | 78 | -11.36% | 60 | 11.11% |
| 31 Mar, 11 | 163 | 5.16% | 721,115,223 | 369.12% | 132.56% | 16.54% | 88 | -1.12% | 54 | 22.73% |
| 31 Dec, 10 | 155 | 16.54% | 153,716,632 | 5.26% | 28.31% | 3.91% | 89 | 28.99% | 44 | - |
| 30 Sep, 10 | 133 | -2.92% | 146,029,151 | 5.08% | 26.89% | 4.08% | 69 | -2.82% | 44 | -4.35% |
| 30 Jun, 10 | 137 | -2.14% | 138,975,072 | -4.70% | 25.69% | 3.43% | 71 | -8.97% | 46 | 6.98% |
| 31 Mar, 10 | 140 | -0.71% | 145,826,277 | -17.89% | 27.36% | 2.39% | 78 | 8.33% | 43 | -2.27% |
| 31 Dec, 09 | 141 | -2.08% | 177,595,098 | 18.54% | 33.83% | 4.14% | 72 | 4.35% | 44 | 2.33% |
| 30 Sep, 09 | 144 | -4.64% | 149,813,559 | 14.66% | 28.59% | 4.56% | 69 | -8.00% | 43 | 13.16% |
| 30 Jun, 09 | 151 | -1.31% | 130,660,957 | 4.28% | 25.03% | 4.23% | 75 | -11.76% | 38 | 2.70% |
| 31 Mar, 09 | 153 | -6.13% | 125,297,783 | -19.67% | 24.33% | 2.64% | 85 | -1.16% | 37 | -27.45% |
| 31 Dec, 08 | 163 | 11.64% | 155,970,005 | 34.20% | 30.34% | 5.91% | 86 | 26.47% | 51 | 21.43% |
| 30 Sep, 08 | 146 | 11.45% | 116,224,159 | 15.92% | 22.66% | 5.91% | 68 | 17.24% | 42 | -2.33% |
| 30 Jun, 08 | 131 | 0.77% | 100,259,951 | 23.95% | 19.58% | 8.06% | 58 | -4.92% | 43 | 26.47% |
| 31 Mar, 08 | 130 | 4.00% | 80,888,492 | -27.91% | 15.59% | 3.60% | 61 | 7.02% | 34 | -22.73% |
| 31 Dec, 07 | 125 | 8.70% | 112,197,714 | 4.62% | 20.82% | 5.16% | 57 | 39.02% | 44 | -8.33% |
| 30 Sep, 07 | 115 | -11.54% | 107,242,426 | -10.55% | 20.08% | 4.20% | 41 | -25.45% | 48 | 29.73% |
| 30 Jun, 07 | 130 | 4.84% | 119,893,492 | 124.50% | 21.88% | 23.46% | 55 | -6.78% | 37 | 27.59% |
| 31 Mar, 07 | 124 | -6.06% | 53,405,456 | -50.22% | 9.66% | 2.53% | 59 | -14.49% | 29 | -34.09% |
| 31 Dec, 06 | 132 | 15.79% | 107,277,524 | -0.31% | 19.54% | 5.10% | 69 | 25.45% | 44 | 10.00% |
| 30 Sep, 06 | 114 | -5.00% | 107,608,829 | 15.33% | 19.57% | 6.77% | 55 | 10.00% | 40 | -11.11% |
| 30 Jun, 06 | 120 | -8.40% | 93,303,956 | -20.96% | 17.00% | 3.65% | 50 | -29.58% | 45 | 21.62% |
| 31 Mar, 06 | 131 | 4.80% | 118,049,480 | 1.37% | 21.58% | 4.61% | 71 | 1.43% | 37 | 19.35% |
| 31 Dec, 05 | 125 | 12.61% | 116,449,443 | 26.22% | 21.64% | 7.39% | 70 | 14.75% | 31 | 3.33% |
| 30 Sep, 05 | 111 | 0.91% | 92,262,346 | 24.78% | 17.12% | 8.96% | 61 | 10.91% | 30 | - |
| 30 Jun, 05 | 110 | -5.98% | 73,942,231 | -1.18% | 13.82% | 6.96% | 55 | -9.84% | 30 | -9.09% |
| 31 Mar, 05 | 117 | 1.74% | 74,822,949 | -15.48% | 14.09% | 4.98% | 61 | -1.61% | 33 | -21.43% |
| 31 Dec, 04 | 115 | -11.54% | 88,522,939 | 37.65% | 16.83% | 11.05% | 62 | -10.14% | 42 | - |
| 30 Sep, 04 | 130 | -2.99% | 64,308,158 | 0.18% | 12.34% | 8.16% | 69 | 11.29% | 42 | -20.75% |
| 30 Jun, 04 | 134 | -11.84% | 64,192,762 | -7.01% | 12.30% | 7.11% | 62 | -29.55% | 53 | - |
| 31 Mar, 04 | 152 | 14.29% | 69,035,036 | 38.90% | 13.15% | 14.67% | 88 | 17.33% | 53 | 8.16% |
| 31 Dec, 03 | 133 | -9.52% | 49,701,512 | -6.88% | 9.47% | 9.37% | 75 | -13.79% | 49 | 11.36% |
| 30 Sep, 03 | 147 | 13.08% | 53,372,121 | 27.78% | 10.05% | 16.43% | 87 | 27.94% | 44 | - |
| 30 Jun, 03 | 130 | - | 41,769,733 | -6.22% | 7.82% | 11.33% | 68 | -10.53% | 44 | 18.92% |
| 31 Mar, 03 | 130 | -3.70% | 44,539,554 | 1.98% | 8.31% | 12.52% | 76 | -8.43% | 37 | 8.82% |
| 31 Dec, 02 | 135 | 14.41% | 43,676,736 | 12.04% | 8.15% | 15.35% | 83 | -19.42% | 34 | 277.78% |
| 30 Sep, 02 | 118 | 0.85% | 38,983,627 | 53.97% | 7.29% | 33.76% | 103 | 47.14% | 9 | -75.00% |
| 30 Jun, 02 | 117 | 14.71% | 25,319,346 | -0.17% | 4.65% | 21.69% | 70 | 11.11% | 36 | 50.00% |
| 31 Mar, 02 | 102 | 13.33% | 25,363,717 | 31.21% | 4.63% | 37.47% | 63 | 23.53% | 24 | -17.24% |
| 31 Dec, 01 | 90 | 1.12% | 19,330,653 | -96.60% | 3.51% | 0.03% | 51 | -1.92% | 29 | 7.41% |
| 30 Sep, 01 | 89 | 18.67% | 568,903,297 | 1804.59% | 103.81% | 354.53% | 52 | 13.04% | 27 | 68.75% |
| 30 Jun, 01 | 75 | 4.17% | 29,870,189 | 29.46% | 5.41% | 30.97% | 46 | 12.20% | 16 | -30.43% |
| 31 Mar, 01 | 72 | 4.35% | 23,073,592 | 21.17% | 4.18% | 35.13% | 41 | 2.50% | 23 | 27.78% |
| 31 Dec, 00 | 69 | 9.52% | 19,041,898 | -4.53% | 3.45% | 25.66% | 40 | 21.21% | 18 | -10.00% |
| 30 Sep, 00 | 63 | 3.28% | 19,946,346 | -24.09% | 3.67% | 15.48% | 33 | -19.51% | 20 | 42.86% |
| 30 Jun, 00 | 61 | 32.61% | 26,276,487 | -0.38% | 4.87% | 20.09% | 41 | 20.59% | 14 | 55.56% |
| 31 Mar, 00 | 46 | -2.13% | 26,377,787 | 86.01% | 4.92% | 67.71% | 34 | 13.33% | 9 | -18.18% |
| 31 Dec, 99 | 47 | 11.90% | 14,180,473 | -49.66% | 2.70% | 9.33% | 30 | 15.38% | 11 | - |
| 30 Sep, 99 | 42 | - | 28,171,082 | -8.53% | 5.38% | 15.33% | 26 | -3.70% | 11 | 10.00% |
| 30 Jun, 99 | 42 | 16.67% | 30,797,124 | 15.60% | 5.92% | 22.28% | 27 | -20.59% | 10 | 400.00% |
| 31 Mar, 99 | 36 | 1700.00% | 26,641,486 | 22418.37% | 5.16% | 958442.67% | 34 | 1600.00% | 2 | - |
| 31 Dec, 98 | 2 | - | 118,310 | - | 0.02% | - | 2 | - | - | - |