A detailed history of Meritas Wealth Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 2,805 shares of MMC stock, worth $600,382. This represents 0.39% of its overall portfolio holdings.

Number of Shares
2,805
Previous 2,771 1.23%
Holding current value
$600,382
Previous $584 Million 7.17%
% of portfolio
0.39%
Previous 0.41%

Shares

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

Oct 03, 2024

BUY
$210.25 - $231.86 $7,148 - $7,883
34 Added 1.23%
2,805 $626 Million
Q4 2023

Jan 10, 2024

BUY
$184.9 - $201.86 $64,715 - $70,651
350 Added 14.46%
2,771 $525 Million
Q1 2023

Sep 05, 2023

SELL
$154.08 - $175.66 $924 - $1,053
-6 Reduced 0.25%
2,421 $403 Million
Q4 2022

Sep 05, 2023

BUY
$151.9 - $173.89 $368,661 - $422,031
2,427 New
2,427 $402 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 $106B
  • 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
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