A detailed history of Donaldson Capital Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 218,781 shares of MMC stock, worth $46.4 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares
218,781
Previous 5,221 4090.4%
Holding current value
$46.4 Million
Previous $989,000 4456.52%
% of portfolio
1.88%
Previous 0.04%

Shares

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

Apr 22, 2024

BUY
$190.17 - $207.9 $40.6 Million - $44.4 Million
213,560 Added 4090.4%
218,781 $45.1 Million
Q4 2023

Jan 30, 2024

SELL
$184.9 - $201.86 $84,314 - $92,048
-456 Reduced 8.03%
5,221 $989,000
Q3 2023

Oct 11, 2023

SELL
$183.99 - $198.55 $23,918 - $25,811
-130 Reduced 2.24%
5,677 $1.08 Million
Q2 2023

Jul 17, 2023

BUY
$167.72 - $188.08 $29,518 - $33,102
176 Added 3.13%
5,807 $1.09 Million
Q1 2023

Apr 13, 2023

BUY
$154.08 - $175.66 $147,762 - $168,457
959 Added 20.53%
5,631 $937,000
Q4 2022

Feb 08, 2023

BUY
$151.9 - $173.89 $151 - $173
1 Added 0.02%
4,672 $773,000
Q3 2022

Oct 13, 2022

BUY
$148.35 - $173.16 $5,043 - $5,887
34 Added 0.73%
4,671 $697,000
Q2 2022

Aug 11, 2022

BUY
$144.34 - $178.7 $9,526 - $11,794
66 Added 1.44%
4,637 $720,000
Q1 2022

May 13, 2022

SELL
$147.31 - $171.84 $521,035 - $607,798
-3,537 Reduced 43.62%
4,571 $779,000
Q4 2021

Jan 21, 2022

SELL
$151.74 - $173.89 $13,960 - $15,997
-92 Reduced 1.12%
8,108 $1.41 Million
Q3 2021

Nov 04, 2021

SELL
$139.04 - $160.48 $34,899 - $40,280
-251 Reduced 2.97%
8,200 $1.24 Million
Q2 2021

Jul 28, 2021

SELL
$123.15 - $140.94 $108,495 - $124,168
-881 Reduced 9.44%
8,451 $1.19 Million
Q1 2021

May 05, 2021

BUY
$107.6 - $121.88 $28,298 - $32,054
263 Added 2.9%
9,332 $1.14 Million
Q4 2020

Jan 11, 2021

SELL
$102.95 - $118.69 $70,417 - $81,183
-684 Reduced 7.01%
9,069 $1.06 Million
Q3 2020

Nov 02, 2020

BUY
$107.35 - $118.91 $107 - $118
1 Added 0.01%
9,753 $1.12 Million
Q2 2020

Jul 27, 2020

SELL
$79.9 - $111.49 $4,394 - $6,131
-55 Reduced 0.56%
9,752 $1.05 Million
Q1 2020

Apr 16, 2020

SELL
$76.69 - $119.45 $27.1 Million - $42.1 Million
-352,815 Reduced 97.3%
9,807 $848,000
Q4 2019

Jan 14, 2020

BUY
$95.25 - $112.32 $559,022 - $659,206
5,869 Added 1.65%
362,622 $40.4 Million
Q3 2019

Nov 04, 2019

BUY
$95.66 - $103.13 $140,141 - $151,085
1,465 Added 0.41%
356,753 $35.7 Million
Q2 2019

Aug 12, 2019

BUY
$92.5 - $99.75 $874,957 - $943,535
9,459 Added 2.74%
355,288 $35.4 Million
Q1 2019

Apr 01, 2019

BUY
$78.01 - $93.9 $1.16 Million - $1.4 Million
14,881 Added 4.5%
345,829 $32.5 Million
Q4 2018

Feb 08, 2019

BUY
$75.52 - $89.1 $285,239 - $336,530
3,777 Added 1.15%
330,948 $26.4 Million
Q3 2018

Nov 06, 2018

BUY
$82.24 - $87.73 $697,395 - $743,950
8,480 Added 2.66%
327,171 $27.1 Million
Q2 2018

Aug 07, 2018

BUY
$79.09 - $84.03 $56,707 - $60,249
717 Added 0.23%
318,691 $26.1 Million
Q1 2018

Apr 30, 2018

BUY
$79.31 - $85.87 $345,157 - $373,706
4,352 Added 1.39%
317,974 $26.3 Million
Q4 2017

Jan 30, 2018

BUY
$80.62 - $85.97 $24.8 Million - $26.4 Million
307,025 Added 4654.01%
313,622 $25.5 Million
Q4 2017

Jan 26, 2018

SELL
$80.62 - $85.97 $24 Million - $25.6 Million
-297,229 Reduced 97.83%
6,597 $537,000
Q3 2017

Nov 08, 2017

BUY
$76.88 - $84.22 $23.4 Million - $25.6 Million
303,826
303,826 $25.5 Million

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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