A detailed history of Forum Financial Management, LP transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 2,676 shares of MMC stock, worth $571,245. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,676
Previous 2,672 0.15%
Holding current value
$571,245
Previous $563,000 6.04%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 29, 2024

BUY
$210.25 - $231.86 $841 - $927
4 Added 0.15%
2,676 $597,000
Q2 2024

Jul 30, 2024

BUY
$196.29 - $215.75 $19,236 - $21,143
98 Added 3.81%
2,672 $563,000
Q1 2024

May 09, 2024

BUY
$190.17 - $207.9 $4,564 - $4,989
24 Added 0.94%
2,574 $530,000
Q4 2023

Feb 07, 2024

BUY
$184.9 - $201.86 $7,580 - $8,276
41 Added 1.63%
2,550 $483,000
Q3 2023

Nov 03, 2023

SELL
$183.99 - $198.55 $19,318 - $20,847
-105 Reduced 4.02%
2,509 $477,000
Q2 2023

Jul 26, 2023

SELL
$167.72 - $188.08 $61,720 - $69,213
-368 Reduced 12.34%
2,614 $491,000
Q1 2023

Apr 19, 2023

SELL
$154.08 - $175.66 $11,864 - $13,525
-77 Reduced 2.52%
2,982 $496,000
Q4 2022

Jan 24, 2023

BUY
$151.9 - $173.89 $24,304 - $27,822
160 Added 5.52%
3,059 $0
Q2 2022

Aug 15, 2022

SELL
$144.34 - $178.7 $21,939 - $27,162
-152 Reduced 4.98%
2,899 $450,000
Q1 2022

May 16, 2022

BUY
$147.31 - $171.84 $736 - $859
5 Added 0.16%
3,051 $519,000
Q4 2021

Feb 18, 2022

BUY
$151.74 - $173.89 $462,200 - $529,668
3,046 New
3,046 $529,000

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
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