A detailed history of Valeo Financial Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 5,522 shares of MMC stock, worth $1.23 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,522
Previous 5,391 2.43%
Holding current value
$1.23 Million
Previous $1.2 Million 2.5%
% of portfolio
0.03%
Previous 0.03%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025

BUY
$209.89 - $233.24 $27,495 - $30,554
131 Added 2.43%
5,522 $1.17 Million
Q3 2024

Oct 10, 2024

BUY
$210.25 - $231.86 $15,558 - $17,157
74 Added 1.39%
5,391 $1.2 Million
Q2 2024

Jul 10, 2024

BUY
$196.29 - $215.75 $33,173 - $36,461
169 Added 3.28%
5,317 $1.12 Million
Q1 2024

Apr 25, 2024

SELL
$190.17 - $207.9 $5,134 - $5,613
-27 Reduced 0.52%
5,148 $1.06 Million
Q1 2024

Apr 19, 2024

BUY
$190.17 - $207.9 $40,696 - $44,490
214 Added 4.31%
5,175 $1.07 Million
Q4 2023

Jan 29, 2024

SELL
$184.9 - $201.86 $369 - $403
-2 Reduced 0.04%
4,961 $939,000
Q3 2023

Oct 19, 2023

BUY
$183.99 - $198.55 $73,412 - $79,221
399 Added 8.74%
4,963 $944,000
Q2 2023

Jul 14, 2023

SELL
$167.72 - $188.08 $62,391 - $69,965
-372 Reduced 7.54%
4,564 $858,000
Q1 2023

Apr 17, 2023

BUY
$154.08 - $175.66 $241,443 - $275,259
1,567 Added 46.51%
4,936 $822,000
Q4 2022

Feb 09, 2023

BUY
$151.9 - $173.89 $213,875 - $244,837
1,408 Added 71.8%
3,369 $557,000
Q3 2022

Oct 31, 2022

BUY
$148.35 - $173.16 $12,758 - $14,891
86 Added 4.59%
1,961 $293,000
Q2 2022

Aug 03, 2022

SELL
$144.34 - $178.7 $112,296 - $139,028
-778 Reduced 29.33%
1,875 $291,000
Q1 2022

Apr 28, 2022

BUY
$147.31 - $171.84 $78,368 - $91,418
532 Added 25.08%
2,653 $452,000
Q4 2021

Jan 07, 2022

BUY
$151.74 - $173.89 $31,865 - $36,516
210 Added 10.99%
2,121 $369,000
Q3 2021

Nov 02, 2021

BUY
$139.04 - $160.48 $265,705 - $306,677
1,911 New
1,911 $289,000
Q2 2021

Jul 22, 2021

SELL
$123.15 - $140.94 $82,387 - $94,288
-669 Closed
0 $0
Q1 2021

Apr 12, 2021

BUY
$107.6 - $121.88 $13,665 - $15,478
127 Added 23.43%
669 $81,000
Q4 2020

Feb 11, 2021

SELL
$102.95 - $118.69 $2,059 - $2,373
-20 Reduced 3.56%
542 $63,000
Q3 2020

Oct 28, 2020

SELL
$107.35 - $118.91 $37,787 - $41,856
-352 Reduced 38.51%
562 $64,000
Q2 2020

Jul 20, 2020

BUY
$79.9 - $111.49 $29,083 - $40,582
364 Added 66.18%
914 $98,000
Q1 2020

Apr 13, 2020

BUY
$76.69 - $119.45 $1,073 - $1,672
14 Added 2.61%
550 $53,000
Q3 2019

Oct 15, 2019

SELL
$95.66 - $103.13 $27,741 - $29,907
-290 Reduced 35.11%
536 $54,000
Q2 2019

Jul 10, 2019

BUY
$92.5 - $99.75 $4,255 - $4,588
46 Added 5.9%
826 $82,000
Q1 2019

Apr 12, 2019

SELL
$78.01 - $93.9 $11,701 - $14,085
-150 Reduced 16.13%
780 $73,000
Q4 2018

Jan 30, 2019

SELL
$75.52 - $89.1 $4,606 - $5,435
-61 Reduced 6.16%
930 $74,000
Q3 2018

Nov 01, 2018

BUY
$82.24 - $87.73 $39,804 - $42,461
484 Added 95.46%
991 $84,000
Q2 2018

Aug 14, 2018

BUY
$79.09 - $84.03 $4,112 - $4,369
52 Added 11.43%
507 $42,000
Q1 2018

Apr 12, 2018

BUY
$79.31 - $85.87 $27,758 - $30,054
350 Added 333.33%
455 $38,000
Q4 2017

Feb 09, 2018

BUY
$80.62 - $85.97 $2,176 - $2,321
27 Added 34.62%
105 $9,000
Q3 2017

Nov 14, 2017

BUY
$76.88 - $84.22 $5,996 - $6,569
78
78 $7,000

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 $111B
  • 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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