A detailed history of Modern Wealth Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,059 shares of MMC stock, worth $191,541. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,059
Previous 1,275 16.94%
Holding current value
$191,541
Previous $278,000 76639.93%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
$196.15 - $217.83 $42,368 - $47,051
-216 Reduced 16.94%
1,059 $213 Million
Q2 2025

Nov 12, 2025

BUY
$212.1 - $244.27 $44,116 - $50,808
208 Added 19.49%
1,275 $278,000
Q2 2025

Aug 14, 2025

SELL
$212.1 - $244.27 $22,906 - $26,381
-108 Reduced 9.19%
1,067 $233,000
Q1 2025

May 30, 2025

SELL
$208.48 - $244.03 $208 - $244
-1 Reduced 0.09%
1,175 $286,000
Q1 2025

May 15, 2025

BUY
$208.48 - $244.03 $245,172 - $286,979
1,176 New
1,176 $287 Million

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 $89.7B
  • 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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