A detailed history of Fortis Capital Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 3,807 shares of MMC stock, worth $812,680. This represents 0.28% of its overall portfolio holdings.

Number of Shares
3,807
Previous 5,103 25.4%
Holding current value
$812,680
Previous $1.08 Billion 21.02%
% of portfolio
0.28%
Previous 0.39%

Shares

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

Nov 12, 2024

SELL
$210.25 - $231.86 $272,484 - $300,490
-1,296 Reduced 25.4%
3,807 $849 Million
Q2 2024

Aug 02, 2024

BUY
$196.29 - $215.75 $184,316 - $202,589
939 Added 22.55%
5,103 $1.08 Billion
Q1 2024

May 08, 2024

BUY
$190.17 - $207.9 $585,533 - $640,124
3,079 Added 283.78%
4,164 $858 Million
Q4 2023

Feb 09, 2024

BUY
$184.9 - $201.86 $6,101 - $6,661
33 Added 3.14%
1,085 $206 Million
Q3 2023

Nov 14, 2023

SELL
$183.99 - $198.55 $25,022 - $27,002
-136 Reduced 11.45%
1,052 $200 Million
Q2 2023

Aug 14, 2023

BUY
$167.72 - $188.08 $8,889 - $9,968
53 Added 4.67%
1,188 $223 Million
Q1 2023

May 15, 2023

SELL
$154.08 - $175.66 $60,091 - $68,507
-390 Reduced 25.57%
1,135 $189 Million
Q4 2022

Feb 14, 2023

BUY
$151.9 - $173.89 $231,647 - $265,182
1,525 New
1,525 $252 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 $106B
  • 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 Fortis Capital Advisors, LLC Portfolio

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

News

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