Patriot Financial Group Insurance Agency, LLC Marsh & Mclennan Companies, Inc. Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$144.34 - $178.7 $1,443 - $1,787	10 Added 2.35%	435 $68,000
Q1 2022 May 11, 2022	BUY	$147.31 - $171.84 $147 - $171	1 Added 0.24%	425 $72,000
Q3 2021 Nov 24, 2021	BUY	$139.04 - $160.48 $139 - $160	1 Added 0.24%	424 $64,000
Q2 2021 Jul 30, 2021	BUY	$123.15 - $140.94 $19,704 - $22,550	160 Added 60.84%	423 $60,000
Q1 2021 Apr 29, 2021	BUY	$107.6 - $121.88 $1,291 - $1,462	12 Added 4.78%	263 $32,000
Q4 2020 Jan 15, 2021	SELL	$102.95 - $118.69 $2,059 - $2,373	-20 Reduced 7.38%	251 $29,000
Q3 2020 Oct 21, 2020	BUY	$107.35 - $118.91 $644 - $713	6 Added 2.26%	271 $31,000
Q2 2020 Jul 10, 2020	BUY	$79.9 - $111.49 $4,554 - $6,354	57 Added 27.4%	265 $28,000
Q1 2020 Apr 15, 2020	BUY	$76.69 - $119.45 $15,951 - $24,845	208 New	208 $18,000
Q4 2019 Jan 22, 2020	SELL	$95.25 - $112.32 $0 - $0	0 Closed	0 $0
Q3 2019 Oct 25, 2019	BUY	$95.66 - $103.13 $0 - $0	0 New	0 $0
Q4 2018 Feb 04, 2019	SELL	$75.52 - $89.1 $5,059 - $5,969	-67 Closed	0 $0
Q3 2018 Oct 30, 2018	BUY	$82.24 - $87.73 $5,510 - $5,877	67 New	67 $6,000
Q2 2018 Aug 14, 2018	SELL	$79.09 - $84.03 $1,819 - $1,932	-23 Closed	0 $0
Q1 2018 May 14, 2018	SELL	$79.31 - $85.87 $9,993 - $10,819	-126 Reduced 84.56%	23 $2,000
Q2 2017 Aug 08, 2017	BUY	N/A	149	149 $12,000

Others Institutions Holding MMC

# of Institutions

1,654

Shares Held

408M

Call Options Held

1.48M

Put Options Held

1.49M

Vanguard Group Inc Valley Forge, PA

44.4M
Shares

$10.1 Billion
0.18% of portfolio
Black Rock Inc. New York, NY

42.3M
Shares

$9.65 Billion
0.21% of portfolio
State Street Corp Boston, MA

20.9M
Shares

$4.76 Billion
0.19% of portfolio
Capital International Investors Los Angeles, CA

18.3M
Shares

$4.18 Billion
0.81% of portfolio
Capital World Investors Los Angeles, CA

17.6M
Shares

$4.01 Billion
0.63% of portfolio

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 $113B
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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