A detailed history of Crestwood Advisors Group LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 100,160 shares of MMC stock, worth $21.4 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
100,160
Previous 101,843 1.65%
Holding current value
$21.4 Million
Previous $21.5 Million 4.12%
% of portfolio
0.44%
Previous 0.45%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$210.25 - $231.86 $353,850 - $390,220
-1,683 Reduced 1.65%
100,160 $22.3 Million
Q2 2024

Aug 01, 2024

SELL
$196.29 - $215.75 $73,608 - $80,906
-375 Reduced 0.37%
101,843 $21.5 Million
Q1 2024

May 08, 2024

SELL
$190.17 - $207.9 $179,900 - $196,673
-946 Reduced 0.92%
102,218 $21.1 Million
Q4 2023

Jan 29, 2024

SELL
$184.9 - $201.86 $227,981 - $248,893
-1,233 Reduced 1.18%
103,164 $19.5 Million
Q3 2023

Nov 15, 2023

SELL
$183.99 - $198.55 $1.58 Million - $1.71 Million
-8,592 Reduced 7.6%
104,397 $19.9 Million
Q2 2023

Aug 15, 2023

SELL
$167.72 - $188.08 $10.5 Million - $11.7 Million
-62,411 Reduced 35.58%
112,989 $21.3 Million
Q1 2023

May 12, 2023

SELL
$154.08 - $175.66 $1.38 Million - $1.57 Million
-8,950 Reduced 4.85%
175,400 $29.2 Million
Q4 2022

Feb 14, 2023

SELL
$151.9 - $173.89 $518,130 - $593,138
-3,411 Reduced 1.82%
184,350 $30.5 Million
Q3 2022

Oct 26, 2022

SELL
$148.35 - $173.16 $59,933 - $69,956
-404 Reduced 0.21%
187,761 $28 Million
Q2 2022

Jul 07, 2022

BUY
$144.34 - $178.7 $250,574 - $310,223
1,736 Added 0.93%
188,165 $29.2 Million
Q1 2022

Apr 12, 2022

BUY
$147.31 - $171.84 $589 - $687
4 Added 0.0%
186,429 $31.8 Million
Q4 2021

Feb 15, 2022

SELL
$151.74 - $173.89 $175,563 - $201,190
-1,157 Reduced 0.62%
186,425 $32.4 Million
Q3 2021

Nov 03, 2021

BUY
$139.04 - $160.48 $80,643 - $93,078
580 Added 0.31%
187,582 $28.4 Million
Q2 2021

Aug 13, 2021

BUY
$123.15 - $140.94 $18,349 - $21,000
149 Added 0.08%
187,002 $26.3 Million
Q1 2021

Apr 21, 2021

BUY
$107.6 - $121.88 $40,780 - $46,192
379 Added 0.2%
186,853 $22.8 Million
Q4 2020

Feb 09, 2021

BUY
$102.95 - $118.69 $145,056 - $167,234
1,409 Added 0.76%
186,474 $21.8 Million
Q3 2020

Oct 06, 2020

SELL
$107.35 - $118.91 $117,870 - $130,563
-1,098 Reduced 0.59%
185,065 $21.2 Million
Q2 2020

Aug 14, 2020

BUY
$79.9 - $111.49 $660,693 - $921,910
8,269 Added 4.65%
186,163 $20 Million
Q1 2020

May 15, 2020

SELL
$76.69 - $119.45 $64,112 - $99,860
-836 Reduced 0.47%
177,894 $15.4 Million
Q4 2019

Feb 12, 2020

SELL
$95.25 - $112.32 $83,248 - $98,167
-874 Reduced 0.49%
178,730 $19.9 Million
Q3 2019

Nov 13, 2019

BUY
$95.66 - $103.13 $13,583 - $14,644
142 Added 0.08%
179,604 $18 Million
Q2 2019

Aug 14, 2019

BUY
$92.5 - $99.75 $15.9 Million - $17.1 Million
171,825 Added 2249.9%
179,462 $17.9 Million
Q1 2019

May 09, 2019

BUY
$78.01 - $93.9 $25,899 - $31,174
332 Added 4.54%
7,637 $717,000
Q4 2018

Feb 14, 2019

SELL
$75.52 - $89.1 $22,353 - $26,373
-296 Reduced 3.89%
7,305 $583,000
Q3 2018

Nov 15, 2018

BUY
$82.24 - $87.73 $411 - $438
5 Added 0.07%
7,601 $629,000
Q2 2018

Aug 14, 2018

SELL
$79.09 - $84.03 $222,242 - $236,124
-2,810 Reduced 27.0%
7,596 $0
Q1 2018

May 14, 2018

BUY
$79.31 - $85.87 $825,299 - $893,563
10,406 New
10,406 $859,000

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
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