A detailed history of Waverton Investment Management LTD transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Waverton Investment Management LTD holds 1,104,799 shares of MMC stock, worth $234 Million. This represents 4.55% of its overall portfolio holdings.

Number of Shares
1,104,799
Previous 1,054,632 4.76%
Holding current value
$234 Million
Previous $222 Million 10.91%
% of portfolio
4.55%
Previous 4.35%

Shares

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

Nov 05, 2024

BUY
$210.25 - $231.86 $10.5 Million - $11.6 Million
50,167 Added 4.76%
1,104,799 $246 Million
Q2 2024

Aug 05, 2024

BUY
$196.29 - $215.75 $19 Million - $20.8 Million
96,638 Added 10.09%
1,054,632 $222 Million
Q1 2024

May 08, 2024

BUY
$190.17 - $207.9 $10.1 Million - $11.1 Million
53,270 Added 5.89%
957,994 $197 Million
Q4 2023

Feb 09, 2024

BUY
$184.9 - $201.86 $1.7 Million - $1.85 Million
9,187 Added 1.03%
904,724 $171 Million
Q3 2023

Nov 06, 2023

SELL
$183.99 - $198.55 $1.03 Million - $1.11 Million
-5,576 Reduced 0.62%
895,537 $170 Million
Q2 2023

Aug 02, 2023

BUY
$167.72 - $188.08 $14 Million - $15.7 Million
83,556 Added 10.22%
901,113 $169 Million
Q1 2023

Apr 27, 2023

BUY
$154.08 - $175.66 $2.98 Million - $3.39 Million
19,313 Added 2.42%
817,557 $136 Million
Q4 2022

Feb 02, 2023

BUY
$151.9 - $173.89 $1.2 Million - $1.38 Million
7,925 Added 1.0%
798,244 $132 Million
Q3 2022

Oct 19, 2022

SELL
$148.35 - $173.16 $458,698 - $535,410
-3,092 Reduced 0.39%
790,319 $118 Million
Q2 2022

Jul 13, 2022

SELL
$144.34 - $178.7 $3.56 Million - $4.41 Million
-24,668 Reduced 3.02%
793,411 $123 Million
Q1 2022

Apr 26, 2022

SELL
$147.31 - $171.84 $24.2 Million - $28.2 Million
-164,349 Reduced 16.73%
818,079 $139 Million
Q4 2021

Feb 07, 2022

BUY
$151.74 - $173.89 $7.61 Million - $8.72 Million
50,149 Added 5.38%
982,428 $171 Million
Q3 2021

Oct 18, 2021

BUY
$139.04 - $160.48 $534,747 - $617,206
3,846 Added 0.41%
932,279 $141 Million
Q2 2021

Aug 02, 2021

BUY
$123.15 - $140.94 $1.08 Million - $1.24 Million
8,784 Added 0.96%
928,433 $131 Million
Q1 2021

Apr 27, 2021

BUY
$107.6 - $121.88 $1.73 Million - $1.96 Million
16,120 Added 1.78%
919,649 $112 Million
Q4 2020

Jan 22, 2021

SELL
$102.95 - $118.69 $2.15 Million - $2.48 Million
-20,900 Reduced 2.26%
903,529 $106 Million
Q3 2020

Oct 28, 2020

BUY
$107.35 - $118.91 $8.42 Million - $9.33 Million
78,447 Added 9.27%
924,429 $106 Million
Q2 2020

Jul 16, 2020

BUY
$79.9 - $111.49 $17.6 Million - $24.5 Million
219,780 Added 35.1%
845,982 $90.8 Million
Q1 2020

Apr 30, 2020

BUY
$76.69 - $119.45 $2.65 Million - $4.13 Million
34,550 Added 5.84%
626,202 $54.1 Million
Q4 2019

Jan 23, 2020

BUY
$95.25 - $112.32 $56.4 Million - $66.5 Million
591,652 New
591,652 $65.9 Million
Q4 2019

Jan 22, 2020

SELL
$95.25 - $112.32 $39.5 Million - $46.6 Million
-414,735 Closed
0 $0
Q3 2019

Oct 29, 2019

SELL
$95.66 - $103.13 $607,536 - $654,978
-6,351 Reduced 1.51%
414,735 $41.5 Million
Q2 2019

Jul 17, 2019

SELL
$92.5 - $99.75 $1.92 Million - $2.07 Million
-20,789 Reduced 4.7%
421,086 $42 Million
Q1 2019

Apr 18, 2019

SELL
$78.01 - $93.9 $729,393 - $877,965
-9,350 Reduced 2.07%
441,875 $41.5 Million
Q4 2018

Jan 14, 2019

SELL
$75.52 - $89.1 $545,254 - $643,302
-7,220 Reduced 1.57%
451,225 $36 Million
Q3 2018

Oct 04, 2018

SELL
$82.24 - $87.73 $857,927 - $915,199
-10,432 Reduced 2.22%
458,445 $37.9 Million
Q2 2018

Aug 22, 2018

BUY
$79.09 - $84.03 $37.1 Million - $39.4 Million
468,795 Added 571701.25%
468,877 $0
Q2 2018

Aug 21, 2018

SELL
$79.09 - $84.03 $37.4 Million - $39.7 Million
-472,833 Reduced 99.98%
82 $469,000
Q1 2018

Apr 06, 2018

SELL
$79.31 - $85.87 $1.22 Million - $1.32 Million
-15,408 Reduced 3.16%
472,915 $39.1 Million
Q4 2017

Jan 10, 2018

BUY
$80.62 - $85.97 $522,336 - $556,999
6,479 Added 1.34%
488,323 $39.7 Million
Q3 2017

Oct 12, 2017

BUY
$76.88 - $84.22 $37 Million - $40.6 Million
481,844
481,844 $40.4 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 $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
Track This Portfolio

Track Waverton Investment Management LTD Portfolio

Follow Waverton Investment Management LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waverton Investment Management LTD, based on Form 13F filings with the SEC.

News

Stay updated on Waverton Investment Management LTD with notifications on news.