Number of Shares
767,655.00
Current Holdings Value*
$187.33 Mil
% of Portfolio
1.83%
Total Estimate Gain
$53.51 Mil
% of Total Estimate Gain
33.73%

Capital Group Private Client Services, Inc.'s Marsh & McLennan Companies Inc Holding Summary

As of 2025-03-31, Capital Group Private Client Services, Inc. held 767,655.00 shares of Marsh & McLennan Companies Inc(MMC), totaling $187.33 Mil. This investment constitutes 1.83% of their stock portfolio, and Capital Group Private Client Services, Inc. now holds 0.16% of the outstanding Marsh & McLennan Companies Inc(MMC) stock.

The initial trade took place in 2021Q3. And since then Capital Group Private Client Services, Inc. has made 3 purchases of MMC, at an average price of $154.23, for a total of 1.03 Mil shares. In addition, there have been 11 sales at an average price of $190.12 for 260,741.00 shares. Based on historical transaction data and MMC's current price of $211.74, Capital Group Private Client Services, Inc.'s estimated gain on his MMC holdings is $53.51 Mil, reflecting a 33.73% gain to date.

Capital Group Private Client Services, Inc. MMC ($211.74) Holding Chart

Capital Group Private Client Services, Inc. MMC ($211.74) 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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