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Marsh & McLennan Companies shares owned by Archvest Wealth Advisors

Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Archvest Wealth Advisors from 13F filings

Historical chart of Archvest Wealth Advisors investment in Marsh & McLennan Companies

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All positions including Marsh & McLennan Companies held by Archvest Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marsh & McLennan Companies by Archvest Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $609k 3.0k 203.89
2023-12-31 $566k 3.0k 189.47
2023-09-30 $568k 3.0k 190.30
2023-06-30 $621k 3.3k 188.08
2023-03-31 $554k 3.3k 166.55
2022-12-31 $569k 3.4k 165.48
2022-09-30 $546k 3.7k 149.22
2022-06-30 $568k 3.7k 155.23
2022-03-31 $631k 3.7k 170.49
2021-12-31 $643k 3.7k 173.74