A detailed history of Yhb Investment Advisors, Inc. transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 1,389 shares of MMC stock, worth $316,441. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,389
Previous 1,329 4.51%
Holding current value
$316,441
Previous $280,000 10.36%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 22, 2024

BUY
$210.25 - $231.86 $12,615 - $13,911
60 Added 4.51%
1,389 $309,000
Q2 2024

Aug 01, 2024

BUY
$196.29 - $215.75 $5,496 - $6,041
28 Added 2.15%
1,329 $280,000
Q1 2024

Aug 14, 2024

SELL
$190.17 - $207.9 $5,324 - $5,821
-28 Reduced 2.11%
1,301 $267,000
Q1 2024

Apr 26, 2024

SELL
$190.17 - $207.9 $4,754 - $5,197
-25 Reduced 1.89%
1,301 $267,000
Q4 2023

Jan 29, 2024

SELL
$184.9 - $201.86 $9,245 - $10,093
-50 Reduced 3.63%
1,326 $251,000
Q1 2023

May 08, 2023

SELL
$154.08 - $175.66 $4,776 - $5,445
-31 Reduced 2.2%
1,376 $229,000
Q3 2022

Nov 03, 2022

SELL
$148.35 - $173.16 $9,939 - $11,601
-67 Reduced 4.55%
1,407 $210,000
Q1 2022

Apr 14, 2022

SELL
$147.31 - $171.84 $6,776 - $7,904
-46 Reduced 3.03%
1,474 $251,000
Q4 2021

Jan 18, 2022

SELL
$151.74 - $173.89 $9,104 - $10,433
-60 Reduced 3.8%
1,520 $264,000
Q3 2021

Oct 28, 2021

SELL
$139.04 - $160.48 $278 - $320
-2 Reduced 0.13%
1,580 $239,000
Q1 2021

Apr 22, 2021

BUY
$107.6 - $121.88 $170,223 - $192,814
1,582 New
1,582 $202,000
Q1 2020

Apr 16, 2020

SELL
$76.69 - $119.45 $146,324 - $227,910
-1,908 Closed
0 $0
Q4 2019

Jan 27, 2020

BUY
$95.25 - $112.32 $181,737 - $214,306
1,908 New
1,908 $213,000

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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