A detailed history of Summit Financial, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Summit Financial, LLC holds 12,654 shares of MMC stock, worth $2.65 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,654
Previous 12,398 2.06%
Holding current value
$2.65 Million
Previous $2.61 Million 8.08%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Nov 12, 2024

BUY
$210.25 - $231.86 $53,824 - $59,356
256 Added 2.06%
12,654 $2.82 Million
Q2 2024

Jul 31, 2024

BUY
$196.29 - $215.75 $1.02 Million - $1.12 Million
5,206 Added 72.39%
12,398 $2.61 Million
Q1 2024

Apr 24, 2024

SELL
$190.17 - $207.9 $32,899 - $35,966
-173 Reduced 2.35%
7,192 $1.48 Million
Q4 2023

Feb 05, 2024

BUY
$184.9 - $201.86 $11,278 - $12,313
61 Added 0.84%
7,365 $1.4 Million
Q3 2023

Nov 07, 2023

SELL
$183.99 - $198.55 $30,174 - $32,562
-164 Reduced 2.2%
7,304 $1.39 Million
Q2 2023

Aug 11, 2023

SELL
$167.72 - $188.08 $33,208 - $37,239
-198 Reduced 2.58%
7,468 $1.4 Million
Q1 2023

May 03, 2023

BUY
$154.08 - $175.66 $3,235 - $3,688
21 Added 0.27%
7,666 $1.28 Million
Q4 2022

Feb 07, 2023

SELL
$151.9 - $173.89 $52,709 - $60,339
-347 Reduced 4.34%
7,645 $1.27 Million
Q3 2022

Nov 15, 2022

BUY
$148.35 - $173.16 $173,272 - $202,250
1,168 Added 17.12%
7,992 $1.19 Billion
Q2 2022

Aug 12, 2022

SELL
$144.34 - $178.7 $7,938 - $9,828
-55 Reduced 0.8%
6,824 $1.06 Million
Q1 2022

May 10, 2022

BUY
$147.31 - $171.84 $167,196 - $195,038
1,135 Added 19.76%
6,879 $1.17 Million
Q4 2021

Feb 07, 2022

BUY
$151.74 - $173.89 $273,587 - $313,523
1,803 Added 45.75%
5,744 $998,000
Q3 2021

Nov 08, 2021

BUY
$139.04 - $160.48 $284,614 - $328,502
2,047 Added 108.08%
3,941 $596,000
Q2 2021

Aug 06, 2021

BUY
$123.15 - $140.94 $233,246 - $266,940
1,894 New
1,894 $266,000

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 $104B
  • 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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