A detailed history of Balasa Dinverno & Foltz LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 2,189 shares of MMC stock, worth $468,533. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,189
Previous 2,201 0.55%
Holding current value
$468,533
Previous $342,000 4.39%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 25, 2022

SELL
$148.35 - $173.16 $1,780 - $2,077
-12 Reduced 0.55%
2,189 $327,000
Q2 2022

Aug 09, 2022

BUY
$144.34 - $178.7 $2,598 - $3,216
18 Added 0.82%
2,201 $342,000
Q4 2021

Jan 26, 2022

SELL
$151.74 - $173.89 $1,213 - $1,391
-8 Reduced 0.37%
2,183 $379,000
Q3 2021

Oct 26, 2021

BUY
$139.04 - $160.48 $19,882 - $22,948
143 Added 6.98%
2,191 $332,000
Q1 2021

Apr 29, 2021

SELL
$107.6 - $121.88 $32,280 - $36,564
-300 Reduced 12.78%
2,048 $249,000
Q4 2020

Jan 26, 2021

BUY
$102.95 - $118.69 $10,295 - $11,869
100 Added 4.45%
2,348 $275,000
Q3 2020

Nov 10, 2020

SELL
$107.35 - $118.91 $3,220 - $3,567
-30 Reduced 1.32%
2,248 $258,000
Q2 2020

Aug 07, 2020

BUY
$79.9 - $111.49 $182,012 - $253,974
2,278 New
2,278 $245,000
Q1 2020

Apr 30, 2020

SELL
$76.69 - $119.45 $165,497 - $257,773
-2,158 Closed
0 $0
Q1 2019

May 10, 2019

BUY
$78.01 - $93.9 $168,345 - $202,636
2,158 New
2,158 $203,000

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 $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
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