A detailed history of Regent Peak Wealth Advisors LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 987 shares of MMC stock, worth $208,987. This represents 0.05% of its overall portfolio holdings.

Number of Shares
987
Previous 1,026 3.8%
Holding current value
$208,987
Previous $216,000 1.85%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$210.25 - $231.86 $8,199 - $9,042
-39 Reduced 3.8%
987 $220,000
Q2 2024

Aug 14, 2024

BUY
$196.29 - $215.75 $9,029 - $9,924
46 Added 4.69%
1,026 $216,000
Q1 2024

May 01, 2024

BUY
$190.17 - $207.9 $186,366 - $203,742
980 New
980 $201,000
Q1 2021

Apr 28, 2021

SELL
$107.6 - $121.88 $65,205 - $73,859
-606 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$102.95 - $118.69 $62,387 - $71,926
606 New
606 $71,000

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 $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
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