A detailed history of Ml & R Wealth Management LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 1,473 shares of MMC stock, worth $330,570. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,473
Previous 1,473 -0.0%
Holding current value
$330,570
Previous $279,000 8.6%
% of portfolio
0.07%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024

BUY
$184.9 - $201.86 $5,362 - $5,853
29 Added 2.01%
1,473 $279,000
Q3 2023

Nov 02, 2023

BUY
$183.99 - $198.55 $7,727 - $8,339
42 Added 3.0%
1,444 $274,000
Q2 2023

Aug 08, 2023

BUY
$167.72 - $188.08 $15,765 - $17,679
94 Added 7.19%
1,402 $263,000
Q1 2023

May 05, 2023

BUY
$154.08 - $175.66 $12,172 - $13,877
79 Added 6.43%
1,308 $217,000
Q4 2022

Feb 06, 2023

BUY
$151.9 - $173.89 $186,685 - $213,710
1,229 New
1,229 $203,000
Q2 2022

Jul 25, 2022

SELL
$144.34 - $178.7 $175,950 - $217,835
-1,219 Closed
0 $0
Q1 2022

Apr 18, 2022

BUY
$147.31 - $171.84 $2,798 - $3,264
19 Added 1.58%
1,219 $208,000
Q4 2021

Feb 02, 2022

BUY
$151.74 - $173.89 $182,088 - $208,667
1,200 New
1,200 $209,000

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 $111B
  • 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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