Number of Shares
439,340.00
Current Holdings Value*
$107.21 Mil
% of Portfolio
3.08%
Total Estimate Gain
$30.32 Mil
% of Total Estimate Gain
17.12%

Close Asset Management Ltd's Marsh & McLennan Companies Inc Holding Summary

As of 2025-03-31, Close Asset Management Ltd held 439,340.00 shares of Marsh & McLennan Companies Inc(MMC), totaling $107.21 Mil. This investment constitutes 3.08% of their stock portfolio, and Close Asset Management Ltd now holds 0.09% of the outstanding Marsh & McLennan Companies Inc(MMC) stock.

The initial trade took place in 2018Q2. And since then Close Asset Management Ltd has made 10 purchases of MMC, at an average price of $162.30, for a total of 1.09 Mil shares. In addition, there have been 14 sales at an average price of $176.70 for 651,759.00 shares. Based on historical transaction data and MMC's current price of $209.96, Close Asset Management Ltd's estimated gain on his MMC holdings is $30.32 Mil, reflecting a 17.12% gain to date.

Close Asset Management Ltd MMC ($209.96) Holding Chart

Close Asset Management Ltd MMC ($209.96) 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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