A detailed history of Waldron Private Wealth LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Waldron Private Wealth LLC holds 3,098 shares of MMC stock, worth $704,485. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,098
Previous 3,189 2.85%
Holding current value
$704,485
Previous $711,000 7.45%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 23, 2025

SELL
$209.89 - $233.24 $19,099 - $21,224
-91 Reduced 2.85%
3,098 $658,000
Q3 2024

Oct 21, 2024

SELL
$210.25 - $231.86 $841 - $927
-4 Reduced 0.13%
3,189 $711,000
Q2 2024

Jul 31, 2024

BUY
$196.29 - $215.75 $17,077 - $18,770
87 Added 2.8%
3,193 $672,000
Q1 2024

May 09, 2024

BUY
$190.17 - $207.9 $190 - $207
1 Added 0.03%
3,106 $639,000
Q4 2023

Aug 29, 2024

SELL
$184.9 - $201.86 $24,406 - $26,645
-132 Reduced 4.08%
3,105 $588,000
Q4 2023

Jan 30, 2024

SELL
$184.9 - $201.86 $24,406 - $26,645
-132 Reduced 4.08%
3,105 $588,000
Q3 2023

Aug 29, 2024

BUY
$183.99 - $198.55 $35,878 - $38,717
195 Added 6.41%
3,237 $616,000
Q3 2023

Oct 26, 2023

BUY
$183.99 - $198.55 $35,878 - $38,717
195 Added 6.41%
3,237 $616,000
Q2 2023

Aug 29, 2024

BUY
$167.72 - $188.08 $29,351 - $32,914
175 Added 6.1%
3,042 $572,000
Q2 2023

Aug 07, 2023

BUY
$167.72 - $188.08 $29,351 - $32,914
175 Added 6.1%
3,042 $572,000
Q1 2023

Aug 29, 2024

SELL
$154.08 - $175.66 $50,230 - $57,265
-326 Reduced 10.21%
2,867 $477,000
Q1 2023

May 02, 2023

BUY
$154.08 - $175.66 $34,359 - $39,172
223 Added 8.43%
2,867 $477,000
Q3 2022

Nov 14, 2022

BUY
$148.35 - $173.16 $194,783 - $227,359
1,313 Added 98.65%
2,644 $394,000
Q2 2022

Aug 03, 2022

BUY
$144.34 - $178.7 $192,116 - $237,849
1,331 New
1,331 $206,000

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 $113B
  • 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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