Charles Schwab Investment Management Inc Marsh & Mclennan Companies, Inc. Transaction History

Charles Schwab Investment Management Inc

  • $527 Billion
  • Q4 2024

A detailed history of Charles Schwab Investment Management Inc transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 2,792,358 shares of MMC stock, worth $635 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,792,358
Previous 2,703,862 3.27%
Holding current value
$635 Million
Previous $603 Million 1.68%
% of portfolio
0.11%
Previous 0.12%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$209.89 - $233.24 $18.6 Million - $20.6 Million
88,496 Added 3.27%
2,792,358 $593 Million
Q3 2024

Nov 12, 2024
BUY
$210.25 - $231.86 $6.38 Million - $7.04 Million
30,367 Added 1.14%
2,703,862 $603 Million
Q2 2024

Aug 12, 2024
BUY
$196.29 - $215.75 $10 Million - $11 Million
50,972 Added 1.94%
2,673,495 $563 Million
Q1 2024

May 08, 2024
BUY
$190.17 - $207.9 $7.67 Million - $8.39 Million
40,337 Added 1.56%
2,622,523 $540 Million
Q4 2023

Feb 06, 2024
BUY
$184.9 - $201.86 $9.47 Million - $10.3 Million
51,222 Added 2.02%
2,582,186 $489 Million
Q3 2023

Nov 08, 2023
BUY
$183.99 - $198.55 $5.15 Million - $5.56 Million
28,013 Added 1.12%
2,530,964 $482 Million
Q2 2023

Aug 09, 2023
SELL
$167.72 - $188.08 $490,413 - $549,945
-2,924 Reduced 0.12%
2,502,951 $471 Million
Q1 2023

May 11, 2023
BUY
$154.08 - $175.66 $2.28 Million - $2.59 Million
14,770 Added 0.59%
2,505,875 $417 Million
Q4 2022

Feb 13, 2023
BUY
$151.9 - $173.89 $6.01 Million - $6.87 Million
39,533 Added 1.61%
2,491,105 $412 Million
Q3 2022

Nov 14, 2022
BUY
$148.35 - $173.16 $7.43 Million - $8.68 Million
50,117 Added 2.09%
2,451,572 $366 Million
Q2 2022

Aug 15, 2022
BUY
$144.34 - $178.7 $383,800 - $475,163
2,659 Added 0.11%
2,401,455 $373 Million
Q1 2022

May 13, 2022
BUY
$147.31 - $171.84 $9.11 Million - $10.6 Million
61,820 Added 2.65%
2,398,796 $409 Million
Q4 2021

Feb 11, 2022
BUY
$151.74 - $173.89 $7.09 Million - $8.13 Million
46,757 Added 2.04%
2,336,976 $406 Million
Q3 2021

Nov 16, 2021
BUY
$139.04 - $160.48 $2.18 Million - $2.51 Million
15,656 Added 0.69%
2,290,219 $347 Million
Q2 2021

Aug 16, 2021
BUY
$123.15 - $140.94 $6.18 Million - $7.07 Million
50,185 Added 2.26%
2,274,563 $320 Million
Q1 2021

May 17, 2021
SELL
$107.6 - $121.88 $3.35 Million - $3.8 Million
-31,155 Reduced 1.38%
2,224,378 $271 Million
Q4 2020

Feb 16, 2021
BUY
$102.95 - $118.69 $2.29 Million - $2.64 Million
22,223 Added 1.0%
2,255,533 $264 Million
Q3 2020

Nov 13, 2020
SELL
$107.35 - $118.91 $12.7 Million - $14 Million
-117,999 Reduced 5.02%
2,233,310 $256 Million
Q2 2020

Aug 14, 2020
BUY
$79.9 - $111.49 $389,912 - $544,071
4,880 Added 0.21%
2,351,309 $252 Million
Q1 2020

May 15, 2020
BUY
$76.69 - $119.45 $1.37 Million - $2.13 Million
17,870 Added 0.77%
2,346,429 $203 Million
Q4 2019

Feb 07, 2020
BUY
$95.25 - $112.32 $2.13 Million - $2.51 Million
22,358 Added 0.97%
2,328,559 $259 Million
Q3 2019

Nov 08, 2019
SELL
$95.66 - $103.13 $866,679 - $934,357
-9,060 Reduced 0.39%
2,306,201 $231 Million
Q2 2019

Aug 09, 2019
BUY
$92.5 - $99.75 $6.64 Million - $7.16 Million
71,826 Added 3.2%
2,315,261 $231 Million
Q1 2019

May 14, 2019
BUY
$78.01 - $93.9 $17.5 Million - $21.1 Million
224,346 Added 11.11%
2,243,435 $211 Million
Q4 2018

Feb 14, 2019
BUY
$75.52 - $89.1 $5.24 Million - $6.19 Million
69,423 Added 3.56%
2,019,089 $161 Million
Q3 2018

Nov 13, 2018
BUY
$82.24 - $87.73 $6.6 Million - $7.04 Million
80,243 Added 4.29%
1,949,666 $161 Million
Q2 2018

Aug 08, 2018
BUY
$79.09 - $84.03 $4.2 Million - $4.46 Million
53,054 Added 2.92%
1,869,423 $153 Million
Q1 2018

May 07, 2018
BUY
$79.31 - $85.87 $3.71 Million - $4.02 Million
46,834 Added 2.65%
1,816,369 $150 Million
Q4 2017

Jan 17, 2018
BUY
$80.62 - $85.97 $6.88 Million - $7.34 Million
85,346 Added 5.07%
1,769,535 $144 Million
Q3 2017

Nov 13, 2017
BUY
$76.88 - $84.22 $129 Million - $142 Million
1,684,189
1,684,189 $141 Million

Others Institutions Holding MMC

# of Institutions
1,676
Shares Held
411M
Call Options Held
1.47M
Put Options Held
1.48M
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 $113B
  • 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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