Number of Shares
201,301.00
Current Holdings Value*
$44.01 Mil
% of Portfolio
3.27%
Total Estimate Gain
$27.79 Mil
% of Total Estimate Gain
80.71%

AVITY INVESTMENT MANAGEMENT INC.'s Marsh & McLennan Companies Inc Holding Summary

As of 2025-06-30, AVITY INVESTMENT MANAGEMENT INC. held 201,301.00 shares of Marsh & McLennan Companies Inc(MMC), totaling $44.01 Mil. This investment constitutes 3.27% of their stock portfolio, and AVITY INVESTMENT MANAGEMENT INC. now holds 0.04% of the outstanding Marsh & McLennan Companies Inc(MMC) stock.

The initial trade took place in 2019Q4. And since then AVITY INVESTMENT MANAGEMENT INC. has made 10 purchases of MMC, at an average price of $107.86, for a total of 319,205.00 shares. In addition, there have been 13 sales at an average price of $165.27 for 117,904.00 shares. Based on historical transaction data and MMC's current price of $212.28, AVITY INVESTMENT MANAGEMENT INC.'s estimated gain on his MMC holdings is $27.79 Mil, reflecting a 80.71% gain to date.

AVITY INVESTMENT MANAGEMENT INC. MMC ($212.28) Holding Chart

AVITY INVESTMENT MANAGEMENT INC. MMC ($212.28) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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