A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 146,596 shares of MMC stock, worth $31.1 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
146,596
Previous 147,511 0.62%
Holding current value
$31.1 Million
Previous $27.9 Million 8.04%
% of portfolio
0.8%
Previous 0.77%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$190.17 - $207.9 $174,005 - $190,228
-915 Reduced 0.62%
146,596 $30.2 Million
Q4 2023

Feb 14, 2024

BUY
$184.9 - $201.86 $2.91 Million - $3.18 Million
15,743 Added 11.95%
147,511 $27.9 Million
Q3 2023

Nov 02, 2023

SELL
$183.99 - $198.55 $1.12 Million - $1.21 Million
-6,080 Reduced 4.41%
131,768 $25.1 Million
Q2 2023

Aug 14, 2023

SELL
$167.72 - $188.08 $124,448 - $139,555
-742 Reduced 0.54%
137,848 $25.9 Million
Q1 2023

Apr 28, 2023

BUY
$154.08 - $175.66 $444,674 - $506,954
2,886 Added 2.13%
138,590 $23.1 Million
Q4 2022

Jan 27, 2023

BUY
$151.9 - $173.89 $316,559 - $362,386
2,084 Added 1.56%
135,704 $0
Q3 2022

Nov 09, 2022

BUY
$148.35 - $173.16 $643,690 - $751,341
4,339 Added 3.36%
133,620 $19.9 Million
Q2 2022

Aug 01, 2022

SELL
$144.34 - $178.7 $145,927 - $180,665
-1,011 Reduced 0.78%
129,281 $20.1 Million
Q1 2022

May 09, 2022

SELL
$147.31 - $171.84 $128,159 - $149,500
-870 Reduced 0.66%
130,292 $22.2 Million
Q4 2021

Feb 08, 2022

BUY
$151.74 - $173.89 $648,536 - $743,205
4,274 Added 3.37%
131,162 $22.8 Million
Q3 2021

Nov 29, 2021

BUY
$139.04 - $160.48 $17.6 Million - $20.4 Million
126,888 New
126,888 $19.2 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 $105B
  • 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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