A detailed history of Delap Wealth Advisory, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 10,490 shares of MMC stock, worth $2.22 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
10,490
Previous 19,462 46.1%
Holding current value
$2.22 Million
Previous $3.69 Billion 41.4%
% of portfolio
0.87%
Previous 1.67%

Shares

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

May 14, 2024

SELL
$190.17 - $207.9 $1.71 Million - $1.87 Million
-8,972 Reduced 46.1%
10,490 $2.16 Billion
Q4 2023

Feb 14, 2024

BUY
$184.9 - $201.86 $1.81 Million - $1.97 Million
9,780 Added 101.01%
19,462 $3.69 Billion
Q3 2023

Nov 13, 2023

BUY
$183.99 - $198.55 $1,655 - $1,786
9 Added 0.09%
9,682 $1.84 Billion
Q2 2023

Aug 08, 2023

SELL
$167.72 - $188.08 $53,838 - $60,373
-321 Reduced 3.21%
9,673 $1.82 Billion
Q1 2023

Aug 08, 2023

SELL
$154.08 - $175.66 $41,447 - $47,252
-269 Reduced 2.62%
9,994 $1.66 Billion
Q1 2023

May 15, 2023

SELL
$154.08 - $175.66 $7,395 - $8,431
-48 Reduced 0.47%
10,263 $1.71 Billion
Q4 2022

Feb 13, 2023

BUY
$151.9 - $173.89 $1.57 Million - $1.79 Million
10,311 New
10,311 $1.71 Billion

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 $105B
  • 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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