A detailed history of Modera Wealth Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Modera Wealth Management, LLC holds 1,913 shares of MMC stock, worth $409,879. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,913
Previous 1,821 5.05%
Holding current value
$409,879
Previous $345,000 14.2%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 14, 2024

BUY
$190.17 - $207.9 $17,495 - $19,126
92 Added 5.05%
1,913 $394,000
Q4 2023

Feb 14, 2024

BUY
$184.9 - $201.86 $7,396 - $8,074
40 Added 2.25%
1,821 $345,000
Q3 2023

Nov 01, 2023

BUY
$183.99 - $198.55 $20,974 - $22,634
114 Added 6.84%
1,781 $338,000
Q2 2023

Aug 07, 2023

BUY
$167.72 - $188.08 $279,589 - $313,529
1,667 New
1,667 $313,000
Q1 2022

May 03, 2022

SELL
$147.31 - $171.84 $585,409 - $682,892
-3,974 Closed
0 $0
Q4 2021

Feb 04, 2022

BUY
$151.74 - $173.89 $603,014 - $691,038
3,974 New
3,974 $691,000

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 Modera Wealth Management, LLC Portfolio

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

News

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