Rockbridge Investment Management, Lcc Marsh & Mclennan Companies, Inc. Transaction History

Rockbridge Investment Management, Lcc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$184.9 - $201.86 $272,542 - $297,541	-1,474 Reduced 82.16%	320 $60.6 Million
Q1 2023 May 28, 2024	SELL	$154.08 - $175.66 $238,978 - $272,448	-1,551 Closed	0 $0
Q3 2022 May 28, 2024	SELL	$148.35 - $173.16 $13,054 - $15,238	-88 Reduced 5.37%	1,551 $231,000
Q1 2022 May 28, 2024	BUY	$147.31 - $171.84 $241,441 - $281,645	1,639 New	1,639 $279,000
Q4 2021 Feb 14, 2022	BUY	$151.74 - $173.89 $38,693 - $44,341	255 Added 16.57%	1,794 $312,000
Q3 2020 Nov 03, 2020	BUY	$107.35 - $118.91 $110,677 - $122,596	1,031 Added 202.95%	1,539 $177,000
Q2 2020 Aug 20, 2020	BUY	$79.9 - $111.49 $40,589 - $56,636	508 New	508 $55,000

1,654

408M

1.48M

1.49M

Ticker MMC
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 496,009,984
Market Cap $110B
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...

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