Concourse Financial Group Securities, Inc. Marsh & Mclennan Companies, Inc. Transaction History

Concourse Financial Group Securities, Inc.

$0
Q2 2025

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

100.0%

Previous 100.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$212.1 - $244.27 $0 - $0	0 New	0 $0
Q1 2025 May 14, 2025	SELL	$208.48 - $244.03 $2.26 Million - $2.64 Million	-10,825 Closed	0 $0
Q4 2024 Feb 13, 2025	BUY	$209.89 - $233.24 $1.18 Million - $1.31 Million	5,633 Added 108.49%	10,825 $2.3 Million
Q3 2024 Oct 10, 2024	BUY	$210.25 - $231.86 $55,926 - $61,674	266 Added 5.4%	5,192 $1.16 Million
Q2 2024 Jul 23, 2024	BUY	$196.29 - $215.75 $249,680 - $274,434	1,272 Added 34.81%	4,926 $1.04 Million
Q1 2024 Apr 30, 2024	BUY	$190.17 - $207.9 $164,497 - $179,833	865 Added 31.01%	3,654 $752,000
Q4 2023 Feb 07, 2024	BUY	$184.9 - $201.86 $428,228 - $467,507	2,316 Added 489.64%	2,789 $528,000
Q3 2023 Oct 25, 2023	BUY	$183.99 - $198.55 $12,879 - $13,898	70 Added 17.37%	473 $90,000
Q2 2023 Aug 10, 2023	BUY	$167.72 - $188.08 $6,876 - $7,711	41 Added 11.33%	403 $75,000
Q1 2023 May 15, 2023	SELL	$154.08 - $175.66 $672,867 - $767,107	-4,367 Reduced 92.35%	362 $60,000
Q4 2022 Jan 30, 2023	BUY	$151.9 - $173.89 $9,569 - $10,955	63 Added 1.35%	4,729 $0
Q3 2022 Nov 15, 2022	BUY	$148.35 - $173.16 $31,005 - $36,190	209 Added 4.69%	4,666 $697,000
Q2 2022 Aug 09, 2022	SELL	$144.34 - $178.7 $18,475 - $22,873	-128 Reduced 2.79%	4,457 $692,000
Q1 2022 May 09, 2022	SELL	$147.31 - $171.84 $10,311 - $12,028	-70 Reduced 1.5%	4,585 $781,000
Q4 2021 Feb 07, 2022	BUY	$151.74 - $173.89 $13,049 - $14,954	86 Added 1.88%	4,655 $809,000
Q3 2021 Nov 09, 2021	SELL	$139.04 - $160.48 $12,652 - $14,603	-91 Reduced 1.95%	4,569 $692,000
Q2 2021 Aug 13, 2021	BUY	$123.15 - $140.94 $62,929 - $72,020	511 Added 12.32%	4,660 $655,000
Q1 2021 May 13, 2021	BUY	$107.6 - $121.88 $430,615 - $487,763	4,002 Added 2722.45%	4,149 $505,000
Q4 2020 Feb 02, 2021	BUY	$102.95 - $118.69 $6,794 - $7,833	66 Added 81.48%	147 $17,000
Q3 2020 Nov 13, 2020	BUY	$107.35 - $118.91 $2,469 - $2,734	23 Added 39.66%	81 $9,000
Q2 2020 Aug 13, 2020	BUY	$79.9 - $111.49 $2,876 - $4,013	36 Added 163.64%	58 $6,000
Q1 2020 May 13, 2020	SELL	$76.69 - $119.45 $16,871 - $26,279	-220 Reduced 90.91%	22 $2,000
Q3 2019 Nov 13, 2019	SELL	$95.66 - $103.13 $4,209 - $4,537	-44 Reduced 15.38%	242 $24,000
Q1 2019 May 15, 2019	BUY	$78.01 - $93.9 $546 - $657	7 Added 2.51%	286 $26,000
Q4 2018 Feb 14, 2019	BUY	$75.52 - $89.1 $5,664 - $6,682	75 Added 36.76%	279 $22,000
Q3 2018 Nov 13, 2018	BUY	$82.24 - $87.73 $16,776 - $17,896	204 New	204 $17,000

Others Institutions Holding MMC

# of Institutions

1,808

Shares Held

431M

Call Options Held

694K

Put Options Held

613K

Vanguard Group Inc Valley Forge, PA

46.2M
Shares

$8.41 Billion
0.14% of portfolio
Black Rock Inc. New York, NY

42.3M
Shares

$7.7 Billion
0.21% of portfolio
State Street Corp Boston, MA

21.4M
Shares

$3.9 Billion
0.18% of portfolio
Capital International Investors Los Angeles, CA

18.6M
Shares

$3.38 Billion
0.63% of portfolio
Capital World Investors Los Angeles, CA

17.7M
Shares

$3.22 Billion
0.51% of portfolio

View Full List

About MARSH & MCLENNAN COMPANIES, INC.

Ticker MMC
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 496,009,984
Market Cap $90.2B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Concourse Financial Group Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Concourse Financial Group Securities, Inc. with notifications on news.

Account