A detailed history of Trifecta Capital Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 289 shares of MMC stock, worth $65,839. This represents 0.01% of its overall portfolio holdings.

Number of Shares
289
Previous 350 17.43%
Holding current value
$65,839
Previous $73.8 Million 12.58%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$210.25 - $231.86 $12,825 - $14,143
-61 Reduced 17.43%
289 $64.5 Million
Q2 2024

Aug 07, 2024

BUY
$196.29 - $215.75 $11,973 - $13,160
61 Added 21.11%
350 $73.8 Million
Q3 2023

Nov 01, 2023

BUY
$183.99 - $198.55 $27,598 - $29,782
150 Added 107.91%
289 $55 Million
Q4 2022

Jan 17, 2023

BUY
$151.9 - $173.89 $21,114 - $24,170
139 New
139 $23 Million

Others Institutions Holding MMC

About MARSH & MCLENNAN COMPANIES, INC.


  • Ticker MMC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 496,009,984
  • Market Cap $113B
  • Description
  • Marsh & McLennan Companies, Inc., a professional services company, provides advice and solutions to clients in the areas of risk, strategy, and people worldwide. It operates in two segments, Risk and Insurance Services, and Consulting. The Risk and Insurance Services segment offers risk management services, such as risk advice, risk transfer...
More about MMC
Track This Portfolio

Track Trifecta Capital Advisors, LLC Portfolio

Follow Trifecta Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trifecta Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trifecta Capital Advisors, LLC with notifications on news.