Current Value of Holding

$115 Million

Shares

503 Thousand

% of Portfolio

0.18%

Average Buy Price

$203

Avg closing price
Price range

37 Jim Simons Marsh & McLennan Cos. Trades

Jim Simons's position in Marsh & McLennan Cos. is currently worth $115 Million. That's 0.18% of their equity portfolio (120th largest holding). The first Marsh & McLennan Cos. trade was made in Q2 2013. Since then Jim Simons bought shares eighteen more times and sold shares on eighteen occasions. The stake costed the investor $102 Million, netting the investor a gain of 12% so far.

Avg closing price
Price range
Increased shares by 62.3% (+193 Thousand shares) Q4 2024
Avg closing price $221.83
Price range $211.74 - $233.24
Sold 8.7% shares (-29.7 Thousand shares) Q3 2024
Avg closing price $221.92
Price range $210.25 - $231.84
Increased shares by 21.3% (+59.6 Thousand shares) Q2 2024
Avg closing price $205.42
Price range $196.29 - $215.75
Sold 22.7% shares (-82.4 Thousand shares) Q1 2024
Avg closing price $199.30
Price range $190.17 - $207.90
New holding (+362 Thousand shares) Q4 2023
Avg closing price $193.23
Price range $184.90 - $201.86
Sold -131 Thousand shares Q3 2023
Avg closing price $191.65
Price range $183.99 - $198.55
Increased shares by 4.2% (+5.3 Thousand shares) Q2 2023
Avg closing price $177.46
Price range $167.72 - $188.08
Sold 56.6% shares (-164 Thousand shares) Q1 2023
Avg closing price $166.59
Price range $154.08 - $175.66
Sold 10.5% shares (-33.8 Thousand shares) Q4 2022
Avg closing price $163.51
Price range $151.90 - $173.91
Sold 52.0% shares (-350 Thousand shares) Q3 2022
Avg closing price $160.45
Price range $148.35 - $173.16
Increased shares by 55.8% (+241 Thousand shares) Q2 2022
Avg closing price $160.26
Price range $144.34 - $178.70
Increased shares by 128.0% (+243 Thousand shares) Q1 2022
Avg closing price $157.64
Price range $147.31 - $171.84
Increased shares by 134.0% (+109 Thousand shares) Q4 2021
Avg closing price $166.11
Price range $151.74 - $173.89
Sold 76.0% shares (-257 Thousand shares) Q3 2021
Avg closing price $151.25
Price range $139.04 - $160.48
Sold 61.4% shares (-537 Thousand shares) Q2 2021
Avg closing price $134.08
Price range $123.15 - $140.94
Increased shares by 925.7% (+790 Thousand shares) Q1 2021
Avg closing price $115.17
Price range $107.60 - $121.88
Increased shares by 4.7% (+3.8 Thousand shares) Q4 2020
Avg closing price $113.62
Price range $102.95 - $118.69
Sold 50.0% shares (-81.5 Thousand shares) Q3 2020
Avg closing price $114.59
Price range $107.35 - $118.91
New holding (+163 Thousand shares) Q2 2020
Avg closing price $101.22
Price range $79.90 - $111.49
Sold -413 Thousand shares Q3 2019
Avg closing price $99.96
Price range $95.66 - $103.13

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