A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 5,634 shares of MMC stock, worth $1.31 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,634
Previous 5,386 4.6%
Holding current value
$1.31 Million
Previous $1.13 Million 10.76%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 31, 2024

BUY
$210.25 - $231.86 $52,142 - $57,501
248 Added 4.6%
5,634 $1.26 Million
Q2 2024

Aug 09, 2024

SELL
$196.29 - $215.75 $379,035 - $416,613
-1,931 Reduced 26.39%
5,386 $1.13 Million
Q1 2024

May 06, 2024

BUY
$190.17 - $207.9 $526,390 - $575,467
2,768 Added 60.85%
7,317 $1.51 Million
Q4 2023

Feb 06, 2024

BUY
$184.9 - $201.86 $557,103 - $608,204
3,013 Added 196.16%
4,549 $861,000
Q3 2023

Nov 02, 2023

BUY
$183.99 - $198.55 $282,608 - $304,972
1,536 New
1,536 $292,000
Q4 2021

Feb 14, 2022

SELL
$151.74 - $173.89 $599,373 - $686,865
-3,950 Closed
0 $0
Q3 2021

Nov 02, 2021

BUY
$139.04 - $160.48 $549,208 - $633,896
3,950 New
3,950 $598,000

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 $115B
  • 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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management 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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.