A detailed history of Principia Wealth Advisory, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 20 shares of MMC stock, worth $4,880. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20
Previous 15 33.33%
Holding current value
$4,880
Previous $3.19 Million 44.1%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025

BUY
$208.48 - $244.03 $1,042 - $1,220
5 Added 33.33%
20 $4.59 Million
Q4 2024

Apr 11, 2025

BUY
$209.89 - $233.24 $3,148 - $3,498
15 New
15 $3.19 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 $121B
  • 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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