Ellevest, Inc. Marsh & Mclennan Companies, Inc. Transaction History

Ellevest, Inc.

$608 Million
Q2 2025

A detailed history of Ellevest, Inc. transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Ellevest, Inc. holds 3,179 shares of MMC stock, worth $567,991. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,179

Previous 3,082 3.15%

Holding current value

$567,991

Previous $752,000 7.58%

% of portfolio

0.11%

Previous 0.05%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$212.1 - $244.27 $20,573 - $23,694	97 Added 3.15%	3,179 $695,000
Q1 2025 May 14, 2025	BUY	$208.48 - $244.03 $11,466 - $13,421	55 Added 1.82%	3,082 $752,000
Q4 2024 Feb 14, 2025	SELL	$209.89 - $233.24 $59,188 - $65,773	-282 Reduced 8.52%	3,027 $642,000
Q3 2024 Nov 13, 2024	BUY	$210.25 - $231.86 $27,963 - $30,837	133 Added 4.19%	3,309 $738,000
Q2 2024 Aug 14, 2024	SELL	$196.29 - $215.75 $87,741 - $96,440	-447 Reduced 12.34%	3,176 $669,000
Q1 2024 May 13, 2024	SELL	$190.17 - $207.9 $31,568 - $34,511	-166 Reduced 4.38%	3,623 $746,000
Q4 2023 Feb 06, 2024	BUY	$184.9 - $201.86 $5,731 - $6,257	31 Added 0.82%	3,789 $717,000
Q3 2023 Nov 09, 2023	BUY	$183.99 - $198.55 $20,054 - $21,641	109 Added 2.99%	3,758 $715,000
Q2 2023 Aug 09, 2023	SELL	$167.72 - $188.08 $9,392 - $10,532	-56 Reduced 1.51%	3,649 $686,000
Q1 2023 May 04, 2023	SELL	$154.08 - $175.66 $41,293 - $47,076	-268 Reduced 6.75%	3,705 $617,000
Q4 2022 Feb 03, 2023	BUY	$151.9 - $173.89 $88,253 - $101,030	581 Added 17.13%	3,973 $657,000
Q3 2022 Nov 02, 2022	SELL	$148.35 - $173.16 $31,598 - $36,883	-213 Reduced 5.91%	3,392 $506,000
Q2 2022 Jul 18, 2022	BUY	$144.34 - $178.7 $157,474 - $194,961	1,091 Added 43.4%	3,605 $560,000
Q1 2022 Apr 19, 2022	BUY	$147.31 - $171.84 $80,431 - $93,824	546 Added 27.74%	2,514 $428,000
Q4 2021 Jan 24, 2022	BUY	$151.74 - $173.89 $26,706 - $30,604	176 Added 9.82%	1,968 $342,000
Q3 2021 Oct 19, 2021	BUY	$139.04 - $160.48 $93,712 - $108,163	674 Added 60.29%	1,792 $271,000
Q2 2021 Jul 13, 2021	BUY	$123.15 - $140.94 $61,451 - $70,329	499 Added 80.61%	1,118 $157,000
Q1 2021 May 03, 2021	SELL	$107.6 - $121.88 $28,298 - $32,054	-263 Reduced 29.82%	619 $75,000
Q4 2020 Feb 04, 2021	BUY	$102.95 - $118.69 $1,750 - $2,017	17 Added 1.97%	882 $103,000
Q3 2020 Oct 26, 2020	BUY	$107.35 - $118.91 $10,735 - $11,891	100 Added 13.07%	865 $99,000
Q2 2020 Jul 06, 2020	BUY	$79.9 - $111.49 $19,016 - $26,534	238 Added 45.16%	765 $82,000
Q1 2020 Apr 13, 2020	BUY	$76.69 - $119.45 $14,801 - $23,053	193 Added 57.78%	527 $46,000
Q4 2019 Feb 05, 2020	BUY	$95.25 - $112.32 $31,432 - $37,065	330 Added 8250.0%	334 $37,000
Q3 2019 Oct 08, 2019	BUY	$95.66 - $103.13 $382 - $412	4 New	4 $0

Others Institutions Holding MMC

# of Institutions

1,823

Shares Held

434M

Call Options Held

697K

Put Options Held

611K

View Full List

About MARSH & MCLENNAN COMPANIES, INC.

Ticker MMC
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 496,009,984
Market Cap $88.6B
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...

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