A detailed history of Jgp Wealth Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 4,755 shares of MMC stock, worth $1.06 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,755
Previous 4,501 5.64%
Holding current value
$1.06 Million
Previous $948,000 11.81%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 09, 2024

BUY
$210.25 - $231.86 $53,403 - $58,892
254 Added 5.64%
4,755 $1.06 Million
Q2 2024

Jul 12, 2024

BUY
$196.29 - $215.75 $33,173 - $36,461
169 Added 3.9%
4,501 $948,000
Q1 2024

Apr 24, 2024

SELL
$190.17 - $207.9 $27,764 - $30,353
-146 Reduced 3.26%
4,332 $892,000
Q4 2023

Jan 10, 2024

SELL
$184.9 - $201.86 $14,237 - $15,543
-77 Reduced 1.69%
4,478 $848,000
Q3 2023

Oct 19, 2023

SELL
$183.99 - $198.55 $9,567 - $10,324
-52 Reduced 1.13%
4,555 $866,000
Q2 2023

Aug 10, 2023

SELL
$167.72 - $188.08 $15,094 - $16,927
-90 Reduced 1.92%
4,607 $866,000
Q1 2023

Apr 14, 2023

BUY
$154.08 - $175.66 $3,697 - $4,215
24 Added 0.51%
4,697 $782,000
Q4 2022

Feb 09, 2023

SELL
$151.9 - $173.89 $759 - $869
-5 Reduced 0.11%
4,673 $773,000
Q3 2022

Oct 14, 2022

SELL
$148.35 - $173.16 $16,318 - $19,047
-110 Reduced 2.3%
4,678 $712,000
Q2 2022

Jul 19, 2022

SELL
$144.34 - $178.7 $7,938 - $9,828
-55 Reduced 1.14%
4,788 $755,000
Q1 2022

Apr 20, 2022

SELL
$147.31 - $171.84 $81,462 - $95,027
-553 Reduced 10.25%
4,843 $836,000
Q4 2021

Jan 18, 2022

BUY
$151.74 - $173.89 $146,125 - $167,456
963 Added 21.72%
5,396 $889,000
Q3 2021

Oct 13, 2021

BUY
$139.04 - $160.48 $48,107 - $55,526
346 Added 8.47%
4,433 $671,000
Q2 2021

Aug 12, 2021

BUY
$123.15 - $140.94 $86,451 - $98,939
702 Added 20.74%
4,087 $575,000
Q1 2021

Apr 28, 2021

BUY
$107.6 - $121.88 $20,013 - $22,669
186 Added 5.81%
3,385 $412,000
Q4 2020

Feb 10, 2021

BUY
$102.95 - $118.69 $63,726 - $73,469
619 Added 23.99%
3,199 $357,000
Q3 2020

Oct 13, 2020

BUY
$107.35 - $118.91 $53,245 - $58,979
496 Added 23.8%
2,580 $296,000
Q2 2020

Jul 13, 2020

BUY
$79.9 - $111.49 $166,511 - $232,345
2,084 New
2,084 $227,000

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 $110B
  • 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 Jgp Wealth Management, LLC Portfolio

Follow Jgp Wealth Management, LLC 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 Jgp Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jgp Wealth Management, LLC with notifications on news.