A detailed history of Shira Ridge Wealth Management transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Shira Ridge Wealth Management holds 3,699 shares of MMC stock, worth $807,269. This represents 0.42% of its overall portfolio holdings.

Number of Shares
3,699
Previous 3,707 0.22%
Holding current value
$807,269
Previous $781 Million 5.64%
% of portfolio
0.42%
Previous 0.44%

Shares

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

Oct 10, 2024

SELL
$210.25 - $231.86 $1,682 - $1,854
-8 Reduced 0.22%
3,699 $825 Million
Q2 2024

Jul 11, 2024

BUY
$196.29 - $215.75 $7,459 - $8,198
38 Added 1.04%
3,707 $781 Million
Q4 2023

Jan 10, 2024

BUY
$184.9 - $201.86 $14,607 - $15,946
79 Added 2.2%
3,669 $695 Million
Q3 2023

Oct 10, 2023

SELL
$183.99 - $198.55 $367 - $397
-2 Reduced 0.06%
3,590 $683 Million
Q2 2023

Jul 12, 2023

BUY
$167.72 - $188.08 $91,910 - $103,067
548 Added 18.0%
3,592 $676 Million
Q4 2022

Jan 12, 2023

BUY
$151.9 - $173.89 $462,383 - $529,321
3,044 New
3,044 $504 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 $108B
  • 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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