SVB WEALTH LLC – Marsh & McLennan Companies, Inc. Transaction History
SVB WEALTH LLC portfolio value:
$31.56M
portfolio value
SVB WEALTH LLC quarter portfolio value change:
-3.84%
quarter
Marsh & McLennan Companies, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.05% | -2.24K shares | -1.60M | $149.29 | 211.39K |
| Q2 2022 | share | Decrease | -0.27% | -570 shares | -3.33M | $155.25 | 213.64K |
| Q1 2022 | share | Decrease | -5.30% | -11.98K shares | -2.81M | $170.42 | 214.21K |
| Q4 2021 | share | Decrease | -0.76% | -1.73K shares | 4.80M | $173.49 | 226.20K |
| Q3 2021 | share | Decrease | -1.02% | -2.34K shares | 2.12M | $150.91 | 227.93K |
| Q2 2021 | share | Decrease | -1.31% | -3.05K shares | 3.97M | $139.68 | 230.28K |
| Q1 2021 | share | Increase | +2.97% | 6.72K shares | 1.90M | $120.49 | 233.33K |
| Q4 2020 | share | Increase | +1.09% | 2.45K shares | 803K | $115.25 | 226.61K |
| Q3 2020 | share | Increase | +0.28% | 633 shares | 1.71M | $112.53 | 224.16K |
| Q2 2020 | share | Increase | +6.73% | 14.09K shares | 5.89M | $104.91 | 223.53K |
| Q1 2020 | share | Increase | +4.21% | 8.46K shares | -4.28M | $84.04 | 209.43K |
| Q4 2019 | share | Increase | +0.24% | 488 shares | 2.33M | $107.87 | 200.97K |
| Q3 2019 | share | Increase | +0.88% | 1.75K shares | 235K | $96.41 | 200.48K |
| Q2 2019 | share | Decrease | -2.14% | -4.33K shares | 755K | $95.7 | 198.73K |
| Q1 2019 | share | Increase | +22.70% | 37.57K shares | 5.87M | $89.68 | 203.07K |
| Q4 2018 | share | Increase | +3.93% | 6.25K shares | 27K | $75.79 | 165.49K |
| Q3 2018 | share | Increase | +3.31% | 5.10K shares | 537K | $78.21 | 159.24K |
| Q2 2018 | share | Decrease | -0.71% | -1.09K shares | -186K | $77.13 | 154.14K |
| Q1 2018 | share | Increase | +0.63% | 970 shares | 266K | $77.35 | 155.23K |
| Q4 2017 | share | Decrease | -2.08% | -3.27K shares | -648K | $75.89 | 154.26K |
| Q3 2017 | share | Decrease | -0.97% | -1.55K shares | 800K | $77.79 | 157.53K |
| Q2 2017 | share | Decrease | -2.33% | -3.78K shares | 368K | $72.02 | 159.08K |
| Q1 2017 | share | Decrease | -7.00% | -12.25K shares | 198K | $67.94 | 162.87K |
| Q4 2016 | share | Increase | +13.65% | 21.03K shares | 1.47M | $61.84 | 175.13K |
| Q3 2016 | share | Increase | +32.37% | 37.68K shares | 2.39M | $61.21 | 154.09K |
| Q2 2016 | share | Increase | +6.50% | 7.10K shares | 1.32M | $62 | 116.41K |
| Q1 2016 | share | Decrease | -2.50% | -2.80K shares | 428K | $54.77 | 109.30K |