A detailed history of Waller Financial Planning Group, Inc transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 3,179 shares of MMC stock, worth $673,916. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,179
Previous 3,168 0.35%
Holding current value
$673,916
Previous $652,000 2.61%
% of portfolio
0.18%
Previous 0.17%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024

BUY
$196.29 - $215.75 $2,159 - $2,373
11 Added 0.35%
3,179 $669,000
Q1 2024

Apr 02, 2024

BUY
$190.17 - $207.9 $2,091 - $2,286
11 Added 0.35%
3,168 $652,000
Q4 2023

Jan 03, 2024

BUY
$184.9 - $201.86 $2,033 - $2,220
11 Added 0.35%
3,157 $598,000
Q3 2023

Oct 18, 2023

BUY
$183.99 - $198.55 $2,207 - $2,382
12 Added 0.38%
3,146 $598,000
Q2 2023

Jul 05, 2023

BUY
$167.72 - $188.08 $1,677 - $1,880
10 Added 0.32%
3,134 $589,000
Q1 2023

Apr 18, 2023

BUY
$154.08 - $175.66 $1,694 - $1,932
11 Added 0.35%
3,124 $520,000
Q4 2022

Jan 05, 2023

BUY
$151.9 - $173.89 $1,670 - $1,912
11 Added 0.35%
3,113 $0
Q3 2022

Oct 20, 2022

BUY
$148.35 - $173.16 $1,631 - $1,904
11 Added 0.36%
3,102 $463,000
Q2 2022

Jul 18, 2022

BUY
$144.34 - $178.7 $1,443 - $1,787
10 Added 0.32%
3,091 $480,000
Q1 2022

Apr 18, 2022

BUY
$147.31 - $171.84 $1,620 - $1,890
11 Added 0.36%
3,081 $525,000
Q4 2021

Jan 26, 2022

BUY
$151.74 - $173.89 $1,517 - $1,738
10 Added 0.33%
3,070 $534,000
Q3 2021

Oct 19, 2021

BUY
$139.04 - $160.48 $1,529 - $1,765
11 Added 0.36%
3,060 $463,000
Q2 2021

Jul 22, 2021

BUY
$123.15 - $140.94 $1,231 - $1,409
10 Added 0.33%
3,049 $429,000
Q1 2021

Apr 14, 2021

BUY
$107.6 - $121.88 $1,291 - $1,462
12 Added 0.4%
3,039 $370,000
Q4 2020

Jan 14, 2021

BUY
$102.95 - $118.69 $1,338 - $1,542
13 Added 0.43%
3,027 $354,000
Q3 2020

Oct 19, 2020

BUY
$107.35 - $118.91 $1,288 - $1,426
12 Added 0.4%
3,014 $346,000
Q2 2020

Jul 14, 2020

BUY
$79.9 - $111.49 $958 - $1,337
12 Added 0.4%
3,002 $322,000
Q1 2020

Apr 13, 2020

BUY
$76.69 - $119.45 $920 - $1,433
12 Added 0.4%
2,990 $258,000
Q4 2019

Jan 15, 2020

BUY
$95.25 - $112.32 $1,238 - $1,460
13 Added 0.44%
2,978 $332,000
Q3 2019

Oct 30, 2019

BUY
$95.66 - $103.13 $1,243 - $1,340
13 Added 0.44%
2,965 $290,000
Q2 2019

Jul 16, 2019

BUY
$92.5 - $99.75 $1,202 - $1,296
13 Added 0.44%
2,952 $301,000
Q1 2019

Apr 17, 2019

BUY
$78.01 - $93.9 $1,014 - $1,220
13 Added 0.44%
2,939 $281,000
Q4 2018

Jan 30, 2019

BUY
$75.52 - $89.1 $220,971 - $260,706
2,926 New
2,926 $233,000

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 $105B
  • 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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