New Edge Advisors, LLC Marsh & Mclennan Companies, Inc. Transaction History

New Edge Advisors, LLC

$11.2 Billion
Q1 2024

A detailed history of New Edge Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, New Edge Advisors, LLC holds 24,417 shares of MMC stock, worth $5.18 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

24,417

Previous 22,398 9.01%

Holding current value

$5.18 Million

Previous $4.24 Million 18.52%

% of portfolio

0.04%

Previous 0.04%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$190.17 - $207.9 $383,953 - $419,750	2,019 Added 9.01%	24,417 $5.03 Million
Q4 2023 Feb 13, 2024	BUY	$184.9 - $201.86 $936,333 - $1.02 Million	5,064 Added 29.21%	22,398 $4.24 Million
Q3 2023 Nov 14, 2023	BUY	$183.99 - $198.55 $699,345 - $754,688	3,801 Added 28.09%	17,334 $3.3 Million
Q2 2023 Aug 14, 2023	SELL	$167.72 - $188.08 $144,071 - $161,560	-859 Reduced 5.97%	13,533 $2.55 Million
Q1 2023 May 12, 2023	BUY	$154.08 - $175.66 $132,662 - $151,243	861 Added 6.36%	14,392 $2.4 Million

Q4 2022 Feb 14, 2023	BUY	$151.9 - $173.89 $137,773 - $157,718	907 Added 7.18%	13,531 $2.24 Million
Q3 2022 Nov 14, 2022	SELL	$148.35 - $173.16 $741 - $865	-5 Reduced 0.04%	12,624 $1.88 Million
Q2 2022 Aug 09, 2022	BUY	$144.34 - $178.7 $251,440 - $311,295	1,742 Added 16.0%	12,629 $1.96 Million
Q1 2022 May 13, 2022	BUY	$147.31 - $171.84 $587,324 - $685,126	3,987 Added 57.78%	10,887 $1.86 Million
Q4 2021 Feb 17, 2022	BUY	$151.74 - $173.89 $336,862 - $386,035	2,220 Added 47.44%	6,900 $1.2 Million
Q3 2021 Oct 29, 2021	BUY	$139.04 - $160.48 $55,198 - $63,710	397 Added 9.27%	4,680 $709,000
Q2 2021 Jul 22, 2021	SELL	$123.15 - $140.94 $34,358 - $39,322	-279 Reduced 6.12%	4,283 $603,000
Q1 2021 Apr 26, 2021	SELL	$107.6 - $121.88 $52,616 - $59,599	-489 Reduced 9.68%	4,562 $556,000
Q4 2020 Jan 27, 2021	BUY	$102.95 - $118.69 $520,000 - $599,503	5,051 New	5,051 $590,000
Q3 2020 Nov 03, 2020	SELL	$107.35 - $118.91 $618,013 - $684,564	-5,757 Closed	0 $0
Q2 2020 Jul 29, 2020	BUY	$79.9 - $111.49 $44,504 - $62,099	557 Added 10.71%	5,757 $619,000
Q1 2020 May 04, 2020	BUY	$76.69 - $119.45 $23,083 - $35,954	301 Added 6.14%	5,200 $450,000
Q4 2019 Jan 31, 2020	BUY	$95.25 - $112.32 $23,241 - $27,406	244 Added 5.24%	4,899 $545,000
Q3 2019 Nov 06, 2019	BUY	$95.66 - $103.13 $445,297 - $480,070	4,655 New	4,655 $461,000
Q4 2018 Jan 29, 2019	SELL	$75.52 - $89.1 $328,134 - $387,139	-4,345 Closed	0 $0
Q3 2018 Oct 29, 2018	SELL	$82.24 - $87.73 $8,717 - $9,299	-106 Reduced 2.38%	4,345 $359,000
Q2 2018 Jul 19, 2018	BUY	$79.09 - $84.03 $9,965 - $10,587	126 Added 2.91%	4,451 $366,000
Q1 2018 May 11, 2018	BUY	$79.31 - $85.87 $11,262 - $12,193	142 Added 3.39%	4,325 $350,000
Q4 2017 Feb 08, 2018	BUY	$80.62 - $85.97 $2,660 - $2,837	33 Added 0.8%	4,183 $343,000
Q3 2017 Nov 13, 2017	BUY	$76.88 - $84.22 $4,766 - $5,221	62 Added 1.52%	4,150 $346,000
Q2 2017 Aug 16, 2017	BUY	N/A	4,088	4,088 $0

Others Institutions Holding MMC

# of Institutions

1,533

Shares Held

408M

Call Options Held

917K

Put Options Held

654K

View Full List

About MARSH & MCLENNAN COMPANIES, INC.

Ticker MMC
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 496,009,984
Market Cap $105B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Account

New Edge Advisors, LLC Marsh & Mclennan Companies, Inc. Transaction History