A detailed history of Summit Trail Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 7,035 shares of MMC stock, worth $1.5 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,035
Previous 5,504 27.82%
Holding current value
$1.5 Million
Previous $1.16 Million 35.38%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$210.25 - $231.86 $321,892 - $354,977
1,531 Added 27.82%
7,035 $1.57 Million
Q2 2024

Aug 13, 2024

BUY
$196.29 - $215.75 $202,178 - $222,222
1,030 Added 23.02%
5,504 $1.16 Million
Q1 2024

Apr 23, 2024

BUY
$190.17 - $207.9 $208,045 - $227,442
1,094 Added 32.37%
4,474 $921,000
Q4 2023

Feb 06, 2024

SELL
$184.9 - $201.86 $87,457 - $95,479
-473 Reduced 12.28%
3,380 $640,000
Q3 2023

Oct 30, 2023

BUY
$183.99 - $198.55 $54,829 - $59,167
298 Added 8.38%
3,853 $733,000
Q2 2023

Jul 25, 2023

BUY
$167.72 - $188.08 $267,681 - $300,175
1,596 Added 81.47%
3,555 $668,000
Q1 2023

May 04, 2023

BUY
$154.08 - $175.66 $100,922 - $115,057
655 Added 50.23%
1,959 $326,000
Q4 2022

Feb 07, 2023

BUY
$151.9 - $173.89 $198,077 - $226,752
1,304 New
1,304 $215,000
Q2 2018

Aug 10, 2018

SELL
$79.09 - $84.03 $382,400 - $406,285
-4,835 Closed
0 $0
Q1 2018

May 22, 2018

SELL
$79.31 - $85.87 $19.1 Million - $20.7 Million
-241,075 Reduced 98.03%
4,835 $246,000
Q1 2018

May 21, 2018

BUY
$79.31 - $85.87 $19.2 Million - $20.7 Million
241,615 Added 5625.49%
245,910 $246,000
Q4 2017

Feb 14, 2018

BUY
$80.62 - $85.97 $346,262 - $369,241
4,295
4,295 $355,000

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 $106B
  • 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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