A detailed history of Bsw Wealth Partners transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Bsw Wealth Partners holds 1,086 shares of MMC stock, worth $231,828. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,086
Previous 1,033 5.13%
Holding current value
$231,828
Previous $217,000 11.52%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 29, 2024

BUY
$210.25 - $231.86 $11,143 - $12,288
53 Added 5.13%
1,086 $242,000
Q2 2024

Jul 16, 2024

BUY
$196.29 - $215.75 $7,262 - $7,982
37 Added 3.71%
1,033 $217,000
Q1 2024

Apr 23, 2024

SELL
$190.17 - $207.9 $12,931 - $14,137
-68 Reduced 6.39%
996 $205,000
Q4 2023

Jan 25, 2024

BUY
$184.9 - $201.86 $2,033 - $2,220
11 Added 1.04%
1,064 $201,000
Q3 2023

Oct 27, 2023

SELL
$183.99 - $198.55 $428,880 - $462,820
-2,331 Reduced 68.88%
1,053 $200,000
Q1 2023

May 15, 2023

BUY
$154.08 - $175.66 $35,592 - $40,577
231 Added 7.33%
3,384 $563,000
Q4 2022

Feb 13, 2023

BUY
$151.9 - $173.89 $26,126 - $29,909
172 Added 5.77%
3,153 $521,000
Q3 2022

Nov 14, 2022

BUY
$148.35 - $173.16 $1,186 - $1,385
8 Added 0.27%
2,981 $445,000
Q2 2022

Aug 15, 2022

BUY
$144.34 - $178.7 $54,993 - $68,084
381 Added 14.7%
2,973 $462,000
Q1 2022

May 16, 2022

BUY
$147.31 - $171.84 $49,938 - $58,253
339 Added 15.05%
2,592 $442,000
Q4 2021

Feb 14, 2022

BUY
$151.74 - $173.89 $22,912 - $26,257
151 Added 7.18%
2,253 $392,000
Q3 2021

Nov 15, 2021

BUY
$139.04 - $160.48 $292,262 - $337,328
2,102 New
2,102 $318,000

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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