A detailed history of Evernest Financial Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 2,231 shares of MMC stock, worth $514,714. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,231
Previous 2,073 7.62%
Holding current value
$514,714
Previous $436,000 13.99%
% of portfolio
0.14%
Previous 0.2%

Shares

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

Oct 21, 2024

BUY
$210.25 - $231.86 $33,219 - $36,633
158 Added 7.62%
2,231 $497,000
Q2 2024

Aug 07, 2024

SELL
$196.29 - $215.75 $8,636 - $9,493
-44 Reduced 2.08%
2,073 $436,000
Q1 2024

May 10, 2024

BUY
$190.17 - $207.9 $63,706 - $69,646
335 Added 18.8%
2,117 $429 Million
Q4 2023

May 10, 2024

SELL
$184.9 - $201.86 $63,975 - $69,843
-346 Reduced 16.34%
1,771 $336 Million
Q4 2021

Feb 13, 2024

BUY
$151.74 - $173.89 $270,400 - $309,871
1,782 New
1,782 $353 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 $114B
  • 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 Evernest Financial Advisors, LLC Portfolio

Follow Evernest Financial 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 Evernest Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evernest Financial Advisors, LLC with notifications on news.