A detailed history of Alera Investment Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 1,910 shares of MMC stock, worth $424,287. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,910
Previous 1,986 3.83%
Holding current value
$424,287
Previous $418,000 1.91%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 14, 2024

SELL
$210.25 - $231.86 $15,979 - $17,621
-76 Reduced 3.83%
1,910 $426,000
Q2 2024

Aug 13, 2024

BUY
$196.29 - $215.75 $389,831 - $428,479
1,986 New
1,986 $418,000
Q1 2023

May 01, 2023

SELL
$154.08 - $175.66 $9,861 - $11,242
-64 Reduced 3.13%
1,980 $329,000
Q4 2022

Feb 02, 2023

SELL
$151.9 - $173.89 $1,063 - $1,217
-7 Reduced 0.34%
2,044 $338,000
Q3 2022

Nov 09, 2022

BUY
$148.35 - $173.16 $5,192 - $6,060
35 Added 1.74%
2,051 $306,000
Q2 2022

Aug 08, 2022

BUY
$144.34 - $178.7 $10,248 - $12,687
71 Added 3.65%
2,016 $314,000
Q1 2022

May 10, 2022

BUY
$147.31 - $171.84 $16,204 - $18,902
110 Added 5.99%
1,945 $332,000
Q3 2021

Nov 15, 2021

BUY
$139.04 - $160.48 $216,485 - $249,867
1,557 Added 560.07%
1,835 $278,000
Q3 2021

Nov 09, 2021

SELL
$139.04 - $160.48 $215,651 - $248,904
-1,551 Reduced 84.8%
278 $278,000
Q2 2021

Aug 05, 2021

SELL
$123.15 - $140.94 $66,501 - $76,107
-540 Reduced 22.79%
1,829 $257,000
Q1 2021

May 12, 2021

SELL
$107.6 - $121.88 $860 - $975
-8 Reduced 0.34%
2,369 $289,000
Q4 2020

Feb 08, 2021

BUY
$102.95 - $118.69 $823 - $949
8 Added 0.34%
2,377 $278,000
Q4 2019

Jan 29, 2020

SELL
$95.25 - $112.32 $16,097 - $18,982
-169 Reduced 6.66%
2,369 $264,000
Q3 2019

Oct 25, 2019

SELL
$95.66 - $103.13 $11,383 - $12,272
-119 Reduced 4.48%
2,538 $254,000
Q1 2019

May 14, 2019

SELL
$78.01 - $93.9 $4,446 - $5,352
-57 Reduced 2.1%
2,657 $249,000
Q4 2018

Feb 14, 2019

BUY
$75.52 - $89.1 $204,961 - $241,817
2,714 New
2,714 $216,000

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 Alera Investment Advisors, LLC Portfolio

Follow Alera Investment 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 Alera Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alera Investment Advisors, LLC with notifications on news.