A detailed history of Thrive Wealth Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 3,134 shares of MMC stock, worth $669,014. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,134
Previous 3,180 1.45%
Holding current value
$669,014
Previous $670,000 4.33%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 04, 2024

SELL
$210.25 - $231.86 $9,671 - $10,665
-46 Reduced 1.45%
3,134 $699,000
Q2 2024

Jul 12, 2024

BUY
$196.29 - $215.75 $4,907 - $5,393
25 Added 0.79%
3,180 $670,000
Q1 2024

Apr 15, 2024

SELL
$190.17 - $207.9 $7,036 - $7,692
-37 Reduced 1.16%
3,155 $649,000
Q4 2023

Jan 09, 2024

SELL
$184.9 - $201.86 $18,490 - $20,186
-100 Reduced 3.04%
3,192 $604,000
Q3 2023

Oct 13, 2023

BUY
$183.99 - $198.55 $17,479 - $18,862
95 Added 2.97%
3,292 $626,000
Q2 2023

Jul 11, 2023

BUY
$167.72 - $188.08 $8,050 - $9,027
48 Added 1.52%
3,197 $601,000
Q1 2023

Apr 07, 2023

BUY
$154.08 - $175.66 $33,435 - $38,118
217 Added 7.4%
3,149 $524,000
Q4 2022

Jan 25, 2023

SELL
$151.9 - $173.89 $134,583 - $154,066
-886 Reduced 23.21%
2,932 $0
Q3 2022

Oct 24, 2022

BUY
$148.35 - $173.16 $71,801 - $83,809
484 Added 14.52%
3,818 $570,000
Q2 2022

Jul 11, 2022

SELL
$144.34 - $178.7 $15,733 - $19,478
-109 Reduced 3.17%
3,334 $518,000
Q1 2022

May 02, 2022

BUY
$147.31 - $171.84 $112,544 - $131,285
764 Added 28.52%
3,443 $587,000
Q4 2021

Feb 14, 2022

BUY
$151.74 - $173.89 $406,511 - $465,851
2,679 New
2,679 $466,000

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
Track This Portfolio

Track Thrive Wealth Management, LLC Portfolio

Follow Thrive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Thrive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Thrive Wealth Management, LLC with notifications on news.