A detailed history of Westover Capital Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Westover Capital Advisors, LLC holds 1,843 shares of MMC stock, worth $390,236. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,843
Previous 1,843 -0.0%
Holding current value
$390,236
Previous $388,000 5.93%
% of portfolio
0.08%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

BUY
$184.9 - $201.86 $9,799 - $10,698
53 Added 2.96%
1,843 $349,000
Q3 2023

Nov 13, 2023

SELL
$183.99 - $198.55 $20,238 - $21,840
-110 Reduced 5.79%
1,790 $340,000
Q4 2022

May 18, 2023

SELL
$151.9 - $173.89 $16,709 - $19,127
-110 Reduced 5.47%
1,900 $314,000
Q3 2022

Nov 14, 2022

SELL
$148.35 - $173.16 $8,901 - $10,389
-60 Reduced 2.9%
2,010 $300,000
Q2 2022

Aug 12, 2022

SELL
$144.34 - $178.7 $10,103 - $12,509
-70 Reduced 3.27%
2,070 $321,000
Q1 2022

May 13, 2022

SELL
$147.31 - $171.84 $66,436 - $77,499
-451 Reduced 17.41%
2,140 $365,000
Q3 2021

Nov 15, 2021

SELL
$139.04 - $160.48 $1,112 - $1,283
-8 Reduced 0.31%
2,591 $392,000
Q2 2021

Aug 10, 2021

SELL
$123.15 - $140.94 $1,847 - $2,114
-15 Reduced 0.57%
2,599 $366,000
Q1 2021

May 18, 2021

SELL
$107.6 - $121.88 $50,572 - $57,283
-470 Reduced 15.24%
2,614 $318,000
Q4 2020

Feb 16, 2021

BUY
$102.95 - $118.69 $22,649 - $26,111
220 Added 7.68%
3,084 $361,000
Q3 2020

Nov 19, 2020

BUY
$107.35 - $118.91 $307,450 - $340,558
2,864 New
2,864 $329,000

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
Track This Portfolio

Track Westover Capital Advisors, LLC Portfolio

Follow Westover Capital Advisors, LLC 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 Westover Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Westover Capital Advisors, LLC with notifications on news.