A detailed history of Connecticut Wealth Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 4,382 shares of MMC stock, worth $937,397. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,382
Previous 4,302 1.86%
Holding current value
$937,397
Previous $815,000 10.67%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

BUY
$190.17 - $207.9 $15,213 - $16,632
80 Added 1.86%
4,382 $902,000
Q4 2023

Feb 06, 2024

BUY
$184.9 - $201.86 $285,300 - $311,469
1,543 Added 55.93%
4,302 $815,000
Q3 2023

Oct 19, 2023

BUY
$183.99 - $198.55 $507,628 - $547,799
2,759 New
2,759 $525,000

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
Track This Portfolio

Track Connecticut Wealth Management, LLC Portfolio

Follow Connecticut Wealth Management, LLC 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 Connecticut Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Connecticut Wealth Management, LLC with notifications on news.