A detailed history of Cva Family Office, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Cva Family Office, LLC holds 961 shares of MMC stock, worth $205,692. This represents 0.04% of its overall portfolio holdings.

Number of Shares
961
Previous 938 2.45%
Holding current value
$205,692
Previous $197,000 8.63%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 10, 2024

BUY
$210.25 - $231.86 $4,835 - $5,332
23 Added 2.45%
961 $214,000
Q2 2024

Jul 09, 2024

BUY
$196.29 - $215.75 $7,066 - $7,767
36 Added 3.99%
938 $197,000
Q1 2024

Apr 10, 2024

SELL
$190.17 - $207.9 $1,521 - $1,663
-8 Reduced 0.88%
902 $185,000
Q4 2023

Jan 16, 2024

BUY
$184.9 - $201.86 $168,259 - $183,692
910 New
910 $172,000
Q2 2023

Jul 10, 2023

BUY
$167.72 - $188.08 $3,354 - $3,761
20 Added 2.14%
954 $179,000
Q1 2023

Apr 26, 2023

BUY
$154.08 - $175.66 $10,631 - $12,120
69 Added 7.98%
934 $155,000
Q4 2022

Feb 21, 2023

BUY
$151.9 - $173.89 $29,620 - $33,908
195 Added 29.1%
865 $143,000
Q3 2022

Nov 22, 2022

BUY
$148.35 - $173.16 $3,708 - $4,329
25 Added 3.88%
670 $100,000
Q2 2022

Jul 11, 2022

SELL
$144.34 - $178.7 $44,745 - $55,397
-310 Reduced 32.46%
645 $100,000
Q1 2022

Apr 22, 2022

BUY
$147.31 - $171.84 $72,918 - $85,060
495 Added 107.61%
955 $163,000
Q4 2021

Jan 25, 2022

BUY
$151.74 - $173.89 $69,800 - $79,989
460 New
460 $80,000
Q3 2021

Oct 12, 2021

SELL
$139.04 - $160.48 $63,958 - $73,820
-460 Closed
0 $0
Q2 2021

Jul 13, 2021

BUY
$123.15 - $140.94 $41,871 - $47,919
340 Added 283.33%
460 $65,000
Q1 2021

Apr 14, 2021

BUY
$107.6 - $121.88 $12,912 - $14,625
120 New
120 $15,000

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 Cva Family Office, LLC Portfolio

Follow Cva Family Office, 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 Cva Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cva Family Office, LLC with notifications on news.