A detailed history of Bergan Kdv Wealth Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,172 shares of MMC stock, worth $463,656. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,172
Previous 2,258 3.81%
Holding current value
$463,656
Previous $376,000 8.51%
% of portfolio
0.04%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$167.72 - $188.08 $14,423 - $16,174
-86 Reduced 3.81%
2,172 $408,000
Q1 2023

Apr 27, 2023

BUY
$154.08 - $175.66 $7,858 - $8,958
51 Added 2.31%
2,258 $376,000
Q4 2022

Jan 31, 2023

SELL
$151.9 - $173.89 $48,911 - $55,992
-322 Reduced 12.73%
2,207 $365,000
Q3 2022

Oct 24, 2022

BUY
$148.35 - $173.16 $234,689 - $273,939
1,582 Added 167.05%
2,529 $377,000
Q4 2020

Feb 04, 2021

BUY
$102.95 - $118.69 $32,944 - $37,980
320 Added 51.04%
947 $111,000
Q2 2020

Aug 13, 2020

BUY
$79.9 - $111.49 $12,624 - $17,615
158 Added 33.69%
627 $67,000
Q1 2020

Apr 24, 2020

BUY
$76.69 - $119.45 $8,972 - $13,975
117 Added 33.24%
469 $41,000
Q4 2019

Feb 10, 2020

BUY
$95.25 - $112.32 $1,238 - $1,460
13 Added 3.83%
352 $39,000
Q2 2018

Jul 23, 2018

BUY
$79.09 - $84.03 $26,811 - $28,486
339 New
339 $28,000

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
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth 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 Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.