Marsh & McLennan Companies shares owned by Balasa Dinverno & Foltz
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Balasa Dinverno & Foltz
from 13F filings
Historical chart of Balasa Dinverno & Foltz investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by Balasa Dinverno & Foltz consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Marsh & McLennan Companies by Balasa Dinverno & Foltz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $327k | 2.2k | 149.38 |
| 2022-06-30 | $342k | 2.2k | 155.38 |
| 2022-03-31 | $372k | 2.2k | 170.41 |
| 2021-12-31 | $379k | 2.2k | 173.61 |
| 2021-09-30 | $332k | 2.2k | 151.53 |
| 2021-06-30 | $288k | 2.0k | 140.63 |
| 2021-03-31 | $249k | 2.0k | 121.58 |
| 2020-12-31 | $275k | 2.3k | 117.12 |
| 2020-09-30 | $258k | 2.2k | 114.77 |
| 2020-06-30 | $245k | 2.3k | 107.55 |
| 2019-12-31 | $240k | 2.2k | 111.21 |
| 2019-09-30 | $216k | 2.2k | 100.09 |
| 2019-06-30 | $215k | 2.2k | 99.63 |
| 2019-03-31 | $203k | 2.2k | 94.07 |