A detailed history of Walter & Keenan Wealth Management LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 2,401 shares of MMC stock, worth $533,382. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,401
Previous 2,431 1.23%
Holding current value
$533,382
Previous $500,000 1.0%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Jul 15, 2024

SELL
$196.29 - $215.75 $5,888 - $6,472
-30 Reduced 1.23%
2,401 $505,000
Q1 2023

Apr 26, 2023

BUY
$154.08 - $175.66 $1,694 - $1,932
11 Added 0.45%
2,431 $404,000
Q3 2022

Oct 21, 2022

BUY
$148.35 - $173.16 $2,967 - $3,463
20 Added 0.83%
2,420 $361,000
Q4 2021

Jan 24, 2022

SELL
$151.74 - $173.89 $22,761 - $26,083
-150 Reduced 5.88%
2,400 $417,000
Q2 2021

Jul 13, 2021

SELL
$123.15 - $140.94 $18,472 - $21,141
-150 Reduced 5.56%
2,550 $359,000
Q2 2020

Jul 16, 2020

BUY
$79.9 - $111.49 $215,730 - $301,023
2,700 New
2,700 $290,000
Q1 2020

Apr 14, 2020

SELL
$76.69 - $119.45 $207,063 - $322,515
-2,700 Closed
0 $0
Q4 2019

Jan 29, 2020

SELL
$95.25 - $112.32 $47,625 - $56,160
-500 Reduced 15.63%
2,700 $301,000
Q3 2017

Nov 08, 2017

BUY
$76.88 - $84.22 $246,016 - $269,504
3,200
3,200 $268,000

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 $110B
  • 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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