A detailed history of Belpointe Asset Management LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Belpointe Asset Management LLC holds 8,625 shares of MMC stock, worth $1.91 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,625
Previous 9,975 13.53%
Holding current value
$1.91 Million
Previous $2.1 Million 8.42%
% of portfolio
0.13%
Previous 0.16%

Shares

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

Nov 12, 2024

SELL
$210.25 - $231.86 $283,837 - $313,011
-1,350 Reduced 13.53%
8,625 $1.92 Million
Q2 2024

Aug 02, 2024

BUY
$196.29 - $215.75 $185,297 - $203,668
944 Added 10.45%
9,975 $2.1 Million
Q1 2024

May 08, 2024

SELL
$190.17 - $207.9 $100,980 - $110,394
-531 Reduced 5.55%
9,031 $1.86 Million
Q4 2023

Feb 13, 2024

BUY
$184.9 - $201.86 $14,792 - $16,148
80 Added 0.84%
9,562 $1.81 Million
Q3 2023

Nov 15, 2023

BUY
$183.99 - $198.55 $651,876 - $703,462
3,543 Added 59.66%
9,482 $1.8 Million
Q2 2023

Aug 14, 2023

SELL
$167.72 - $188.08 $771,176 - $864,791
-4,598 Reduced 43.64%
5,939 $1.12 Million
Q1 2023

May 15, 2023

SELL
$154.08 - $175.66 $22,495 - $25,646
-146 Reduced 1.37%
10,537 $1.75 Million
Q4 2022

Feb 08, 2023

SELL
$151.9 - $173.89 $13,822 - $15,823
-91 Reduced 0.84%
10,683 $1.77 Million
Q3 2022

Nov 14, 2022

BUY
$148.35 - $173.16 $314,798 - $367,445
2,122 Added 24.53%
10,774 $1.61 Million
Q2 2022

Aug 02, 2022

SELL
$144.34 - $178.7 $24,104 - $29,842
-167 Reduced 1.89%
8,652 $1.34 Million
Q1 2022

Apr 28, 2022

BUY
$147.31 - $171.84 $292,410 - $341,102
1,985 Added 29.05%
8,819 $1.5 Million
Q4 2021

Feb 15, 2022

SELL
$151.74 - $173.89 $464,172 - $531,929
-3,059 Reduced 30.92%
6,834 $1.19 Million
Q3 2021

Nov 15, 2021

SELL
$139.04 - $160.48 $6,673 - $7,703
-48 Reduced 0.48%
9,893 $1.5 Million
Q2 2021

Aug 09, 2021

BUY
$123.15 - $140.94 $229,551 - $262,712
1,864 Added 23.08%
9,941 $1.4 Million
Q1 2021

May 14, 2021

SELL
$107.6 - $121.88 $20,121 - $22,791
-187 Reduced 2.26%
8,077 $984,000
Q4 2020

Feb 16, 2021

BUY
$102.95 - $118.69 $20,384 - $23,500
198 Added 2.45%
8,264 $967,000
Q3 2020

Nov 13, 2020

BUY
$107.35 - $118.91 $8,265 - $9,156
77 Added 0.96%
8,066 $925,000
Q3 2020

Nov 13, 2020

SELL
$107.35 - $118.91 $8,265 - $9,156
-77 Reduced 0.95%
7,989 $691,000
Q2 2020

Jul 20, 2020

BUY
$79.9 - $111.49 $6,152 - $8,584
77 Added 0.96%
8,066 $866,000
Q1 2020

Jul 20, 2020

SELL
$76.69 - $119.45 $6,441 - $10,033
-84 Reduced 1.04%
7,989 $691,000
Q4 2019

Feb 18, 2020

BUY
$95.25 - $112.32 $3,524 - $4,155
37 Added 0.46%
8,073 $899,000
Q3 2019

Jan 16, 2020

BUY
$95.66 - $103.13 $28,315 - $30,526
296 Added 3.82%
8,036 $804,000
Q1 2019

Jun 11, 2019

SELL
$78.01 - $93.9 $95,718 - $115,215
-1,227 Reduced 13.68%
7,740 $727,000
Q4 2018

Mar 06, 2019

BUY
$75.52 - $89.1 $285,616 - $336,976
3,782 Added 72.94%
8,967 $715,000
Q3 2018

Nov 23, 2018

BUY
$82.24 - $87.73 $26,974 - $28,775
328 Added 6.75%
5,185 $429,000
Q2 2018

Aug 06, 2018

BUY
$79.09 - $84.03 $84,309 - $89,575
1,066 Added 28.12%
4,857 $398,000
Q1 2018

Aug 06, 2018

SELL
$79.31 - $85.87 $11,658 - $12,622
-147 Reduced 3.73%
3,791 $313,000
Q4 2017

Feb 15, 2018

BUY
$80.62 - $85.97 $4,917 - $5,244
61 Added 1.57%
3,938 $321,000
Q3 2017

Nov 16, 2017

BUY
$76.88 - $84.22 $298,063 - $326,520
3,877
3,877 $325,000

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 Belpointe Asset Management LLC Portfolio

Follow Belpointe Asset Management 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 Belpointe Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Belpointe Asset Management LLC with notifications on news.