A detailed history of Vaughan David Investments LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Vaughan David Investments LLC holds 253,895 shares of MMC stock, worth $53.3 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
253,895
Previous 254,567 0.26%
Holding current value
$53.3 Million
Previous $53.6 Million 5.59%
% of portfolio
1.3%
Previous 1.36%

Shares

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

Nov 04, 2024

SELL
$210.25 - $231.86 $141,288 - $155,809
-672 Reduced 0.26%
253,895 $56.6 Million
Q2 2024

Aug 07, 2024

SELL
$196.29 - $215.75 $7,851 - $8,630
-40 Reduced 0.02%
254,567 $53.6 Million
Q1 2024

May 13, 2024

SELL
$190.17 - $207.9 $140,725 - $153,846
-740 Reduced 0.29%
254,607 $52.4 Million
Q4 2023

Jan 29, 2024

BUY
$184.9 - $201.86 $129,245 - $141,100
699 Added 0.27%
255,347 $48.4 Million
Q3 2023

Nov 07, 2023

SELL
$183.99 - $198.55 $45,445 - $49,041
-247 Reduced 0.1%
254,648 $48.5 Million
Q2 2023

Aug 02, 2023

BUY
$167.72 - $188.08 $119,416 - $133,912
712 Added 0.28%
254,895 $47.9 Million
Q1 2023

May 02, 2023

SELL
$154.08 - $175.66 $526,029 - $599,703
-3,414 Reduced 1.33%
254,183 $42.3 Million
Q4 2022

Feb 07, 2023

SELL
$151.9 - $173.89 $164,507 - $188,322
-1,083 Reduced 0.42%
257,597 $42.6 Million
Q3 2022

Nov 14, 2022

BUY
$148.35 - $173.16 $87,823 - $102,510
592 Added 0.23%
258,680 $38.6 Million
Q2 2022

Aug 11, 2022

BUY
$144.34 - $178.7 $234,985 - $290,923
1,628 Added 0.63%
258,088 $40.1 Million
Q1 2022

May 09, 2022

BUY
$147.31 - $171.84 $111,955 - $130,598
760 Added 0.3%
256,460 $43.7 Million
Q4 2021

Feb 10, 2022

SELL
$151.74 - $173.89 $690,265 - $791,025
-4,549 Reduced 1.75%
255,700 $44.4 Million
Q3 2021

Nov 04, 2021

SELL
$139.04 - $160.48 $801,982 - $925,648
-5,768 Reduced 2.17%
260,249 $39.4 Million
Q2 2021

Aug 11, 2021

BUY
$123.15 - $140.94 $84,111 - $96,262
683 Added 0.26%
266,017 $37.4 Million
Q1 2021

May 14, 2021

SELL
$107.6 - $121.88 $767,510 - $869,370
-7,133 Reduced 2.62%
265,334 $32.3 Million
Q4 2020

Feb 12, 2021

SELL
$102.95 - $118.69 $75,359 - $86,881
-732 Reduced 0.27%
272,467 $31.9 Million
Q3 2020

Nov 12, 2020

SELL
$107.35 - $118.91 $161,025 - $178,365
-1,500 Reduced 0.55%
273,199 $31.3 Million
Q2 2020

Aug 07, 2020

BUY
$79.9 - $111.49 $66,317 - $92,536
830 Added 0.3%
274,699 $29.5 Million
Q1 2020

May 13, 2020

SELL
$76.69 - $119.45 $145,404 - $226,477
-1,896 Reduced 0.69%
273,869 $23.7 Million
Q4 2019

Feb 13, 2020

SELL
$95.25 - $112.32 $378,523 - $446,359
-3,974 Reduced 1.42%
275,765 $30.7 Million
Q3 2019

Nov 13, 2019

SELL
$95.66 - $103.13 $4,496 - $4,847
-47 Reduced 0.02%
279,739 $28 Million
Q2 2019

Aug 14, 2019

SELL
$92.5 - $99.75 $67,525 - $72,817
-730 Reduced 0.26%
279,786 $27.9 Million
Q1 2019

May 08, 2019

BUY
$78.01 - $93.9 $24,183 - $29,109
310 Added 0.11%
280,516 $26.3 Million
Q4 2018

Feb 08, 2019

SELL
$75.52 - $89.1 $847,712 - $1 Million
-11,225 Reduced 3.85%
280,206 $22.3 Million
Q3 2018

Nov 13, 2018

BUY
$82.24 - $87.73 $59,788 - $63,779
727 Added 0.25%
291,431 $24.1 Million
Q2 2018

Aug 14, 2018

SELL
$79.09 - $84.03 $98,704 - $104,869
-1,248 Reduced 0.43%
290,704 $23.8 Million
Q1 2018

May 04, 2018

BUY
$79.31 - $85.87 $236,343 - $255,892
2,980 Added 1.03%
291,952 $24.1 Million
Q4 2017

Feb 13, 2018

BUY
$80.62 - $85.97 $602,070 - $642,023
7,468 Added 2.65%
288,972 $23.5 Million
Q3 2017

Nov 09, 2017

BUY
$76.88 - $84.22 $5.06 Million - $5.54 Million
65,826 Added 30.52%
281,504 $23.6 Million
Q3 2017

Nov 08, 2017

SELL
$76.88 - $84.22 $5.16 Million - $5.65 Million
-67,066 Reduced 23.72%
215,678 $22.1 Million
Q2 2017

Aug 14, 2017

BUY
N/A
282,744
282,744 $22 Million

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 $104B
  • 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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