A detailed history of Congress Wealth Management LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 3,576 shares of MMC stock, worth $799,414. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,576
Previous 7,893 54.69%
Holding current value
$799,414
Previous $1.63 Million 53.66%
% of portfolio
0.01%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$196.29 - $215.75 $847,383 - $931,392
-4,317 Reduced 54.69%
3,576 $753,000
Q1 2024

Apr 18, 2024

BUY
$190.17 - $207.9 $275,175 - $300,831
1,447 Added 22.45%
7,893 $1.63 Million
Q4 2023

Feb 09, 2024

BUY
$184.9 - $201.86 $1.19 Million - $1.3 Million
6,446 New
6,446 $1.22 Million
Q2 2023

Jul 13, 2023

SELL
$167.72 - $188.08 $1,006 - $1,128
-6 Reduced 0.28%
2,119 $398,000
Q1 2023

Apr 14, 2023

BUY
$154.08 - $175.66 $26,347 - $30,037
171 Added 8.75%
2,125 $353,000
Q3 2022

Nov 08, 2022

SELL
$148.35 - $173.16 $1,928 - $2,251
-13 Reduced 0.66%
1,954 $291,000
Q2 2022

Aug 11, 2022

SELL
$144.34 - $178.7 $10,681 - $13,223
-74 Reduced 3.63%
1,967 $306,000
Q1 2022

May 16, 2022

BUY
$147.31 - $171.84 $3,830 - $4,467
26 Added 1.29%
2,041 $348,000
Q4 2021

Feb 04, 2022

BUY
$151.74 - $173.89 $305,756 - $350,388
2,015 New
2,015 $350,000

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 $111B
  • 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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