A detailed history of Robertson Stephens Wealth Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 3,703 shares of MMC stock, worth $861,947. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,703
Previous 4,323 14.34%
Holding current value
$861,947
Previous $910,000 9.23%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Nov 12, 2024

SELL
$210.25 - $231.86 $130,355 - $143,753
-620 Reduced 14.34%
3,703 $826,000
Q2 2024

Aug 13, 2024

BUY
$196.29 - $215.75 $28,069 - $30,852
143 Added 3.42%
4,323 $910,000
Q1 2024

May 15, 2024

BUY
$190.17 - $207.9 $794,910 - $869,022
4,180 New
4,180 $860,000

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 $115B
  • 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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