A detailed history of Annex Advisory Services, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Annex Advisory Services, LLC holds 59,386 shares of MMC stock, worth $12.7 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
59,386
Previous 57,572 3.15%
Holding current value
$12.7 Million
Previous $12.1 Million 9.22%
% of portfolio
0.48%
Previous 0.45%

Shares

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

Oct 10, 2024

BUY
$210.25 - $231.86 $381,393 - $420,594
1,814 Added 3.15%
59,386 $13.2 Million
Q2 2024

Jul 12, 2024

BUY
$196.29 - $215.75 $279,320 - $307,012
1,423 Added 2.53%
57,572 $12.1 Million
Q1 2024

Apr 12, 2024

BUY
$190.17 - $207.9 $183,704 - $200,831
966 Added 1.75%
56,149 $11.6 Million
Q4 2023

Feb 13, 2024

BUY
$184.9 - $201.86 $340,216 - $371,422
1,840 Added 3.45%
55,183 $10.5 Million
Q3 2023

Oct 31, 2023

BUY
$183.99 - $198.55 $505,236 - $545,218
2,746 Added 5.43%
53,343 $10.2 Million
Q2 2023

Jul 24, 2023

SELL
$167.72 - $188.08 $506,514 - $568,001
-3,020 Reduced 5.63%
50,597 $9.52 Million
Q1 2023

Apr 27, 2023

BUY
$154.08 - $175.66 $5.48 Million - $6.24 Million
35,541 Added 196.62%
53,617 $8.93 Million
Q4 2022

Jan 27, 2023

BUY
$151.9 - $173.89 $1.9 Million - $2.18 Million
12,520 Added 225.34%
18,076 $2.99 Million
Q3 2022

Oct 24, 2022

SELL
$148.35 - $173.16 $87,378 - $101,991
-589 Reduced 9.59%
5,556 $830,000
Q2 2022

Jul 27, 2022

SELL
$144.34 - $178.7 $170,898 - $211,580
-1,184 Reduced 16.16%
6,145 $954,000
Q1 2022

Apr 13, 2022

SELL
$147.31 - $171.84 $63,490 - $74,063
-431 Reduced 5.55%
7,329 $1.25 Million
Q4 2021

Jan 31, 2022

BUY
$151.74 - $173.89 $40,969 - $46,950
270 Added 3.6%
7,760 $1.35 Million
Q3 2021

Oct 18, 2021

SELL
$139.04 - $160.48 $59,092 - $68,204
-425 Reduced 5.37%
7,490 $1.13 Million
Q2 2021

Jul 29, 2021

SELL
$123.15 - $140.94 $31,895 - $36,503
-259 Reduced 3.17%
7,915 $1.11 Million
Q1 2021

Apr 22, 2021

SELL
$107.6 - $121.88 $67,250 - $76,175
-625 Reduced 7.1%
8,174 $995,000
Q4 2020

Jan 28, 2021

BUY
$102.95 - $118.69 $905,857 - $1.04 Million
8,799 New
8,799 $1.03 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
Track This Portfolio

Track Annex Advisory Services, LLC Portfolio

Follow Annex Advisory Services, 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 Annex Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annex Advisory Services, LLC with notifications on news.