A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 1,802 shares of MMC stock, worth $398,530. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,802
Previous 1,643 9.68%
Holding current value
$398,530
Previous $338 Million 12.2%
% of portfolio
0.09%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$196.29 - $215.75 $31,210 - $34,304
159 Added 9.68%
1,802 $380 Million
Q1 2024

Apr 30, 2024

BUY
$190.17 - $207.9 $225,351 - $246,361
1,185 Added 258.73%
1,643 $338 Million
Q4 2023

Jan 26, 2024

BUY
$184.9 - $201.86 $84,684 - $92,451
458 New
458 $86.8 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 $110B
  • 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 Turtle Creek Wealth Advisors, LLC Portfolio

Follow Turtle Creek Wealth 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 Turtle Creek Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Turtle Creek Wealth Advisors, LLC with notifications on news.