A detailed history of Wetherby Asset Management Inc transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Wetherby Asset Management Inc holds 10,509 shares of MMC stock, worth $2.25 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,509
Previous 10,578 0.65%
Holding current value
$2.25 Million
Previous $2.23 Million 5.21%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Nov 14, 2024

SELL
$210.25 - $231.86 $14,507 - $15,998
-69 Reduced 0.65%
10,509 $2.34 Million
Q2 2024

Aug 14, 2024

SELL
$196.29 - $215.75 $17,469 - $19,201
-89 Reduced 0.83%
10,578 $2.23 Million
Q1 2024

May 15, 2024

SELL
$190.17 - $207.9 $8,747 - $9,563
-46 Reduced 0.43%
10,667 $2.2 Million
Q4 2023

Feb 14, 2024

SELL
$184.9 - $201.86 $27,180 - $29,673
-147 Reduced 1.35%
10,713 $2.03 Million
Q3 2023

Nov 14, 2023

SELL
$183.99 - $198.55 $12,879 - $13,898
-70 Reduced 0.64%
10,860 $2.07 Million
Q2 2023

Aug 14, 2023

SELL
$167.72 - $188.08 $16,101 - $18,055
-96 Reduced 0.87%
10,930 $2.06 Million
Q1 2023

May 12, 2023

BUY
$154.08 - $175.66 $118,333 - $134,906
768 Added 7.49%
11,026 $1.84 Million
Q4 2022

Feb 14, 2023

BUY
$151.9 - $173.89 $42,532 - $48,689
280 Added 2.81%
10,258 $1.7 Million
Q3 2022

Nov 14, 2022

BUY
$148.35 - $173.16 $208,580 - $243,462
1,406 Added 16.4%
9,978 $1.49 Million
Q2 2022

Aug 15, 2022

SELL
$144.34 - $178.7 $866 - $1,072
-6 Reduced 0.07%
8,572 $1.33 Million
Q1 2022

May 16, 2022

BUY
$147.31 - $171.84 $51,411 - $59,972
349 Added 4.24%
8,578 $1.46 Million
Q4 2021

Feb 14, 2022

BUY
$151.74 - $173.89 $74,807 - $85,727
493 Added 6.37%
8,229 $1.43 Million
Q3 2021

Nov 15, 2021

BUY
$139.04 - $160.48 $15,711 - $18,134
113 Added 1.48%
7,736 $1.17 Million
Q2 2021

Aug 16, 2021

SELL
$123.15 - $140.94 $27,216 - $31,147
-221 Reduced 2.82%
7,623 $1.07 Million
Q1 2021

May 14, 2021

BUY
$107.6 - $121.88 $3,443 - $3,900
32 Added 0.41%
7,844 $955,000
Q4 2020

Feb 11, 2021

BUY
$102.95 - $118.69 $729,091 - $840,562
7,082 Added 970.14%
7,812 $914,000
Q3 2020

Dec 16, 2020

SELL
$107.35 - $118.91 $698,741 - $773,985
-6,509 Reduced 89.92%
730 $84,000
Q3 2020

Dec 16, 2020

SELL
$107.35 - $118.91 $81,908 - $90,728
-763 Reduced 9.54%
7,239 $830,000
Q3 2020

Nov 13, 2020

SELL
$107.35 - $118.91 $75,037 - $83,118
-699 Reduced 8.03%
8,002 $918,000
Q2 2020

Aug 14, 2020

BUY
$79.9 - $111.49 $36,274 - $50,616
454 Added 5.51%
8,701 $935,000
Q1 2020

May 06, 2020

BUY
$76.69 - $119.45 $39,495 - $61,516
515 Added 6.66%
8,247 $713,000
Q4 2019

Jan 28, 2020

SELL
$95.25 - $112.32 $18,478 - $21,790
-194 Reduced 2.45%
7,732 $862,000
Q3 2019

Oct 31, 2019

BUY
$95.66 - $103.13 $25,062 - $27,020
262 Added 3.42%
7,926 $793,000
Q2 2019

Jul 25, 2019

BUY
$92.5 - $99.75 $25,345 - $27,331
274 Added 3.71%
7,664 $764,000
Q1 2019

May 09, 2019

BUY
$78.01 - $93.9 $56,557 - $68,077
725 Added 10.88%
7,390 $694,000
Q4 2018

Jan 30, 2019

SELL
$75.52 - $89.1 $20,239 - $23,878
-268 Reduced 3.87%
6,665 $532,000
Q3 2018

Nov 07, 2018

BUY
$82.24 - $87.73 $79,608 - $84,922
968 Added 16.23%
6,933 $574,000
Q2 2018

Jul 24, 2018

BUY
$79.09 - $84.03 $14,868 - $15,797
188 Added 3.25%
5,965 $489,000
Q1 2018

May 04, 2018

BUY
$79.31 - $85.87 $5,710 - $6,182
72 Added 1.26%
5,777 $477,000
Q4 2017

Feb 09, 2018

BUY
$80.62 - $85.97 $19,106 - $20,374
237 Added 4.33%
5,705 $464,000
Q3 2017

Nov 13, 2017

BUY
$76.88 - $84.22 $420,379 - $460,514
5,468
5,468 $458,000

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 $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
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