A detailed history of Mc Elhenny Sheffield Capital Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Mc Elhenny Sheffield Capital Management, LLC holds 3,074 shares of MMC stock, worth $658,635. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,074
Previous 3,262 5.76%
Holding current value
$658,635
Previous $618,000 2.43%
% of portfolio
0.22%
Previous 0.25%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

SELL
$190.17 - $207.9 $35,751 - $39,085
-188 Reduced 5.76%
3,074 $633,000
Q4 2023

Jan 10, 2024

SELL
$184.9 - $201.86 $40,308 - $44,005
-218 Reduced 6.26%
3,262 $618,000
Q3 2023

Oct 12, 2023

SELL
$183.99 - $198.55 $80,403 - $86,766
-437 Reduced 11.16%
3,480 $662,000
Q2 2023

Jul 14, 2023

SELL
$167.72 - $188.08 $114,888 - $128,834
-685 Reduced 14.88%
3,917 $736,000
Q1 2023

Apr 13, 2023

SELL
$154.08 - $175.66 $12,480 - $14,228
-81 Reduced 1.73%
4,602 $766,000
Q4 2022

Jan 11, 2023

SELL
$151.9 - $173.89 $146,583 - $167,803
-965 Reduced 17.09%
4,683 $0
Q3 2022

Oct 14, 2022

BUY
$148.35 - $173.16 $837,880 - $978,007
5,648 New
5,648 $843,000
Q2 2022

Jul 22, 2022

SELL
$144.34 - $178.7 $703,657 - $871,162
-4,875 Closed
0 $0
Q1 2022

Apr 20, 2022

SELL
$147.31 - $171.84 $157,916 - $184,212
-1,072 Reduced 18.03%
4,875 $831,000
Q4 2021

Jan 12, 2022

BUY
$151.74 - $173.89 $143,849 - $164,847
948 Added 18.96%
5,947 $1.03 Million
Q3 2021

Oct 12, 2021

BUY
$139.04 - $160.48 $695,060 - $802,239
4,999 New
4,999 $757,000

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
Track This Portfolio

Track Mc Elhenny Sheffield Capital Management, LLC Portfolio

Follow Mc Elhenny Sheffield Capital 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 Mc Elhenny Sheffield Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mc Elhenny Sheffield Capital Management, LLC with notifications on news.