Caldwell Trust CO Marsh & Mclennan Companies, Inc. Transaction History

Caldwell Trust CO

  • $1.07 Trillion
  • Q3 2025

A detailed history of Caldwell Trust CO transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Caldwell Trust CO holds 3,927 shares of MMC stock, worth $707,056. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,927
Previous 3,616 8.6%
Holding current value
$707,056
Previous $791 Million 0.1%
% of portfolio
0.07%
Previous 0.08%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$196.15 - $217.83 $61,002 - $67,745
311 Added 8.6%
3,927 $791 Million
Q2 2025

Sep 22, 2025
BUY
$212.1 - $244.27 $766,953 - $883,280
3,616 New
3,616 $791 Million
Q4 2024

Sep 24, 2025
SELL
$209.89 - $233.24 $10,494 - $11,662
-50 Reduced 1.36%
3,616 $768 Million
Q3 2024

Sep 24, 2025
SELL
$210.25 - $231.86 $80,946 - $89,266
-385 Reduced 9.5%
3,666 $818 Million
Q2 2024

Sep 24, 2025
BUY
$196.29 - $215.75 $113,848 - $125,135
580 Added 16.71%
4,051 $854 Million
Q1 2024

Sep 24, 2025
SELL
$190.17 - $207.9 $27,574 - $30,145
-145 Reduced 4.01%
3,471 $715 Million
Q4 2023

Oct 01, 2025
SELL
$184.9 - $201.86 $2,218 - $2,422
-12 Reduced 0.34%
3,502 $664 Million
Q3 2023

Oct 01, 2025
SELL
$183.99 - $198.55 $4,599 - $4,963
-25 Reduced 0.71%
3,514 $669 Million
Q2 2023

Oct 01, 2025
BUY
$167.72 - $188.08 $13,920 - $15,610
83 Added 2.4%
3,539 $666 Million
Q1 2023

Oct 01, 2025
SELL
$154.08 - $175.66 $24,652 - $28,105
-160 Reduced 4.42%
3,456 $576 Million
Q4 2022

Oct 01, 2025
SELL
$151.9 - $173.89 $58,937 - $67,469
-388 Reduced 10.09%
3,456 $572 Million
Q3 2022

Oct 01, 2025
BUY
$148.35 - $173.16 $33,823 - $39,480
228 Added 6.31%
3,844 $574 Million
Q2 2022

Oct 01, 2025
SELL
$144.34 - $178.7 $2,309 - $2,859
-16 Reduced 0.44%
3,620 $562 Million
Q1 2022

Oct 01, 2025
BUY
$147.31 - $171.84 $2,946 - $3,436
20 Added 0.55%
3,636 $620 Million
Q4 2021

Oct 02, 2025
SELL
$151.74 - $173.89 $19,726 - $22,605
-130 Reduced 3.45%
3,636 $632 Million
Q2 2021

Oct 02, 2025
SELL
$123.15 - $140.94 $4,187 - $4,791
-34 Reduced 0.89%
3,766 $530 Million
Q1 2021

Oct 02, 2025
BUY
$107.6 - $121.88 $19,798 - $22,425
184 Added 5.09%
3,800 $463 Million
Q4 2020

Oct 02, 2025
BUY
$102.95 - $118.69 $18,942 - $21,838
184 Added 5.09%
3,800 $445 Million
Q1 2020

Oct 02, 2025
BUY
$76.69 - $119.45 $14,110 - $21,978
184 Added 5.09%
3,800 $329 Million
Q4 2019

Oct 06, 2025
BUY
$95.25 - $112.32 $17,526 - $20,666
184 Added 5.09%
3,800 $423 Million

Others Institutions Holding MMC

# of Institutions
1,810
Shares Held
430M
Call Options Held
694K
Put Options Held
613K
View Full List

About MARSH & MCLENNAN COMPANIES, INC.

MMC Quotes by TradingView
  • Ticker MMC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 496,009,984
  • Market Cap $89.3B
  • 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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