Independent Advisor Alliance Marsh & Mclennan Companies, Inc. Transaction History

Independent Advisor Alliance

  • $3.36 Billion
  • Q2 2025

A detailed history of Independent Advisor Alliance transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Independent Advisor Alliance holds 4,909 shares of MMC stock, worth $988,378. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,909
Previous 4,881 0.57%
Holding current value
$988,378
Previous $1.19 Million 9.91%
% of portfolio
0.03%
Previous 0.04%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$212.1 - $244.27 $5,938 - $6,839
28 Added 0.57%
4,909 $1.07 Million
Q1 2025

May 12, 2025
BUY
$208.48 - $244.03 $51,286 - $60,031
246 Added 5.31%
4,881 $1.19 Million
Q4 2024

Feb 07, 2025
BUY
$209.89 - $233.24 $529,552 - $588,464
2,523 Added 119.46%
4,635 $984,000
Q3 2024

Nov 12, 2024
SELL
$210.25 - $231.86 $1,051 - $1,159
-5 Reduced 0.24%
2,112 $471,000
Q2 2024

Aug 12, 2024
BUY
$196.29 - $215.75 $73,805 - $81,122
376 Added 21.6%
2,117 $446,000
Q1 2024

May 08, 2024
BUY
$190.17 - $207.9 $11,220 - $12,266
59 Added 3.51%
1,741 $358,000
Q4 2023

Feb 08, 2024
SELL
$184.9 - $201.86 $20,523 - $22,406
-111 Reduced 6.19%
1,682 $318,000
Q3 2023

Oct 24, 2023
BUY
$183.99 - $198.55 $183 - $198
1 Added 0.06%
1,793 $341,000
Q2 2023

Jul 28, 2023
BUY
$167.72 - $188.08 $28,847 - $32,349
172 Added 10.62%
1,792 $337,000
Q1 2023

May 12, 2023
BUY
$154.08 - $175.66 $249,609 - $284,569
1,620 New
1,620 $269,000
Q3 2022

Nov 04, 2022
BUY
$148.35 - $173.16 $1,186 - $1,385
8 Added 0.48%
1,676 $250,000
Q2 2022

Aug 04, 2022
SELL
$144.34 - $178.7 $15,877 - $19,657
-110 Reduced 6.19%
1,668 $259,000
Q1 2022

May 06, 2022
SELL
$147.31 - $171.84 $1,915 - $2,233
-13 Reduced 0.73%
1,778 $303,000
Q4 2021

Feb 11, 2022
BUY
$151.74 - $173.89 $455 - $521
3 Added 0.17%
1,791 $311,000
Q3 2021

Nov 01, 2021
BUY
$139.04 - $160.48 $23,497 - $27,121
169 Added 10.44%
1,788 $271,000
Q2 2021

Aug 12, 2021
BUY
$123.15 - $140.94 $199,379 - $228,181
1,619 New
1,619 $228,000
Q4 2018

Feb 12, 2019
SELL
$75.52 - $89.1 $195,747 - $230,947
-2,592 Closed
0 $0
Q3 2018

Nov 13, 2018
SELL
$82.24 - $87.73 $10,855 - $11,580
-132 Reduced 4.85%
2,592 $214,000
Q2 2018

Aug 08, 2018
BUY
$79.09 - $84.03 $2,135 - $2,268
27 Added 1.0%
2,724 $221,000
Q1 2018

May 15, 2018
BUY
$79.31 - $85.87 $713 - $772
9 Added 0.33%
2,697 $218,000
Q4 2017

Feb 14, 2018
BUY
$80.62 - $85.97 $403 - $429
5 Added 0.19%
2,688 $220,000
Q3 2017

Nov 15, 2017
BUY
$76.88 - $84.22 $206,269 - $225,962
2,683
2,683 $224,000

Others Institutions Holding MMC

# of Institutions
1,807
Shares Held
437M
Call Options Held
697K
Put Options Held
611K
View Full List

About MARSH & MCLENNAN COMPANIES, INC.

MMC Quotes by TradingView
  • Ticker MMC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 496,009,984
  • Market Cap $99.9B
  • 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 Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance 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 Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email