A detailed history of Montag A & Associates Inc transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Montag A & Associates Inc holds 2,800 shares of MMC stock, worth $632,044. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,800
Previous 2,800 -0.0%
Holding current value
$632,044
Previous $590,000 5.76%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 07, 2024

SELL
$184.9 - $201.86 $23,482 - $25,636
-127 Reduced 4.34%
2,800 $530,000
Q4 2022

Feb 02, 2023

SELL
$151.9 - $173.89 $11,392 - $13,041
-75 Reduced 2.5%
2,927 $484,000
Q3 2022

Nov 09, 2022

SELL
$148.35 - $173.16 $19,878 - $23,203
-134 Reduced 4.27%
3,002 $448,000
Q4 2021

Feb 09, 2022

BUY
$151.74 - $173.89 $118,964 - $136,329
784 Added 33.33%
3,136 $545,000
Q3 2021

Nov 08, 2021

BUY
$139.04 - $160.48 $20,856 - $24,072
150 Added 6.81%
2,352 $356,000
Q2 2020

Aug 04, 2020

BUY
$79.9 - $111.49 $175,939 - $245,500
2,202 New
2,202 $236,000
Q1 2020

May 06, 2020

SELL
$76.69 - $119.45 $168,871 - $263,028
-2,202 Closed
0 $0
Q3 2019

Nov 04, 2019

SELL
$95.66 - $103.13 $2,582 - $2,784
-27 Reduced 1.21%
2,202 $220,000
Q2 2019

Aug 06, 2019

BUY
$92.5 - $99.75 $2,497 - $2,693
27 Added 1.23%
2,229 $222,000
Q1 2019

May 01, 2019

BUY
$78.01 - $93.9 $171,778 - $206,767
2,202 New
2,202 $207,000

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 $112B
  • 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 Montag A & Associates Inc Portfolio

Follow Montag A & Associates Inc 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 Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.