Pfg Advisors Marsh & Mclennan Companies, Inc. Transaction History

Pfg Advisors

$1.73 Billion
Q1 2025

A detailed history of Pfg Advisors transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Pfg Advisors holds 11,599 shares of MMC stock, worth $2.71 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

11,599

Previous 7,595 52.72%

Holding current value

$2.71 Million

Previous $1.61 Million 75.45%

% of portfolio

0.16%

Previous 0.1%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$208.48 - $244.03 $834,753 - $977,096	4,004 Added 52.72%	11,599 $2.83 Million
Q4 2024 Feb 07, 2025	SELL	$209.89 - $233.24 $75,770 - $84,199	-361 Reduced 4.54%	7,595 $1.61 Million
Q3 2024 Oct 15, 2024	SELL	$210.25 - $231.86 $275,848 - $304,200	-1,312 Reduced 14.16%	7,956 $1.77 Million
Q2 2024 Aug 07, 2024	BUY	$196.29 - $215.75 $106,781 - $117,368	544 Added 6.24%	9,268 $1.95 Million
Q1 2024 May 06, 2024	BUY	$190.17 - $207.9 $166,588 - $182,120	876 Added 11.16%	8,724 $1.8 Million
Q4 2023 Jan 19, 2024	BUY	$184.9 - $201.86 $7,026 - $7,670	38 Added 0.49%	7,848 $1.49 Million
Q3 2023 Oct 13, 2023	SELL	$183.99 - $198.55 $199,629 - $215,426	-1,085 Reduced 12.2%	7,810 $1.49 Million
Q2 2023 Jul 20, 2023	BUY	$167.72 - $188.08 $148,935 - $167,015	888 Added 11.09%	8,895 $1.67 Million
Q1 2023 Apr 20, 2023	BUY	$154.08 - $175.66 $42,372 - $48,306	275 Added 3.56%	8,007 $1.33 Million
Q4 2022 Jan 27, 2023	BUY	$151.9 - $173.89 $7,595 - $8,694	50 Added 0.65%	7,732 $1.28 Million
Q3 2022 Oct 13, 2022	BUY	$148.35 - $173.16 $11,126 - $12,987	75 Added 0.99%	7,682 $1.15 Million
Q2 2022 Jul 13, 2022	BUY	$144.34 - $178.7 $16,599 - $20,550	115 Added 1.53%	7,607 $1.18 Million
Q1 2022 Apr 19, 2022	BUY	$147.31 - $171.84 $38,300 - $44,678	260 Added 3.6%	7,492 $1.28 Million
Q4 2021 Jan 21, 2022	BUY	$151.74 - $173.89 $66,006 - $75,642	435 Added 6.4%	7,232 $1.26 Million
Q3 2021 Nov 05, 2021	BUY	$139.04 - $160.48 $20,160 - $23,269	145 Added 2.18%	6,797 $1.03 Million
Q2 2021 Jul 28, 2021	BUY	$123.15 - $140.94 $30,171 - $34,530	245 Added 3.82%	6,652 $936,000
Q1 2021 Apr 27, 2021	BUY	$107.6 - $121.88 $35,508 - $40,220	330 Added 5.43%	6,407 $780,000
Q4 2020 Jan 26, 2021	BUY	$102.95 - $118.69 $2,573 - $2,967	25 Added 0.41%	6,077 $711,000
Q3 2020 Oct 13, 2020	BUY	$107.35 - $118.91 $24,690 - $27,349	230 Added 3.95%	6,052 $694,000
Q2 2020 Jul 16, 2020	BUY	$79.9 - $111.49 $37,153 - $51,842	465 Added 8.68%	5,822 $637,000
Q1 2020 Apr 29, 2020	BUY	$76.69 - $119.45 $10,736 - $16,723	140 Added 2.68%	5,357 $513,000
Q4 2019 Jan 14, 2020	BUY	$95.25 - $112.32 $496,919 - $585,973	5,217 New	5,217 $580,000

Others Institutions Holding MMC

# of Institutions

1,794

Shares Held

423M

Call Options Held

462K

Put Options Held

458K

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 $116B
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 Pfg Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Advisors with notifications on news.

Account