A detailed history of Cassady Schiller Wealth Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 1,798 shares of MMC stock, worth $384,843. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,798
Previous 1,798 -0.0%
Holding current value
$384,843
Previous $378,000 6.08%
% of portfolio
0.15%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023

BUY
$183.99 - $198.55 $6,071 - $6,552
33 Added 1.87%
1,798 $342,000
Q1 2023

May 12, 2023

SELL
$154.08 - $175.66 $1,232 - $1,405
-8 Reduced 0.45%
1,765 $293,000
Q1 2022

May 12, 2022

SELL
$147.31 - $171.84 $441 - $515
-3 Reduced 0.17%
1,773 $302,000
Q4 2021

Feb 09, 2022

BUY
$151.74 - $173.89 $269,490 - $308,828
1,776 New
1,776 $309,000

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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