A detailed history of Heron Financial Group, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Heron Financial Group, LLC holds 1,479 shares of MMC stock, worth $315,722. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,479
Previous 1,479 -0.0%
Holding current value
$315,722
Previous $246,000 13.01%
% of portfolio
0.15%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 19, 2023

BUY
$154.08 - $175.66 $10,785 - $12,296
70 Added 4.97%
1,479 $246,000
Q3 2022

Oct 27, 2022

SELL
$148.35 - $173.16 $5,192 - $6,060
-35 Reduced 2.42%
1,409 $210,000
Q4 2021

Feb 04, 2022

SELL
$151.74 - $173.89 $11,380 - $13,041
-75 Reduced 4.94%
1,444 $222,000
Q2 2021

Aug 16, 2021

BUY
$123.15 - $140.94 $187,064 - $214,087
1,519 New
1,519 $214,000

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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