Capital Investment Advisors, LLC MMC Holdings History
Capital Investment Advisors, LLC's Marsh & McLennan Companies Inc Holding Summary
As of 2025-06-30, Capital Investment Advisors, LLC held 124,742.00 shares of Marsh & McLennan Companies Inc(MMC), totaling $27.27 Mil. This investment constitutes 0.48% of their stock portfolio, and Capital Investment Advisors, LLC now holds 0.03% of the outstanding Marsh & McLennan Companies Inc(MMC) stock.
The initial trade took place in 2020Q1. And since then Capital Investment Advisors, LLC has made 8 purchases of MMC, at an average price of $218.33, for a total of 135,269.00 shares. In addition, there have been 13 sales at an average price of $172.96 for 10,527.00 shares. Based on historical transaction data and MMC's current price of $209.80, Capital Investment Advisors, LLC's estimated gain on his MMC holdings is $-1.54 Mil, reflecting a -5.22% gain to date.
Capital Investment Advisors, LLC MMC ($209.80) Holding Chart
Capital Investment Advisors, LLC MMC ($209.80) 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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