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 2,622,523 shares of MMC stock, worth $553 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,622,523
Previous 2,582,186 1.56%
Holding current value
$553 Million
Previous $489 Million 10.41%
% of portfolio
0.13%
Previous 0.13%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About MARSH & MCLENNAN COMPANIES, INC.


  • Ticker MMC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 496,009,984
  • Market Cap $105B
  • 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 Charles Schwab Investment Management Inc Portfolio

Follow Charles Schwab Investment Management Inc 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 Charles Schwab Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Investment Management Inc with notifications on news.