Marsh & McLennan Companies shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Marsh & McLennan Companies
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All positions including Marsh & McLennan Companies held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Marsh & McLennan Companies by Capital Planning Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $4.4M | 23k | 189.47 |
2023-09-30 | $4.5M | 24k | 190.30 |
2023-06-30 | $4.4M | 24k | 188.08 |
2023-03-31 | $3.9M | 24k | 166.55 |
2022-12-31 | $4.2M | 25k | 165.48 |
2022-09-30 | $3.0M | 20k | 149.30 |
2022-06-30 | $2.9M | 19k | 155.27 |
2022-03-31 | $3.2M | 19k | 170.42 |
2021-12-31 | $3.3M | 19k | 173.81 |
2021-09-30 | $2.8M | 18k | 151.40 |
2021-06-30 | $2.6M | 18k | 140.66 |
2021-03-31 | $2.2M | 18k | 121.80 |
2020-12-31 | $1.9M | 16k | 117.00 |
2020-09-30 | $2.2M | 19k | 114.69 |
2020-06-30 | $2.1M | 19k | 107.39 |
2020-03-31 | $1.0M | 12k | 86.43 |
2019-12-31 | $1.4M | 12k | 111.40 |
2019-09-30 | $1.1M | 11k | 100.08 |
2019-06-30 | $1.2M | 12k | 99.77 |
2019-03-31 | $1.1M | 12k | 93.93 |
2018-12-31 | $950k | 12k | 79.71 |
2018-09-30 | $1.2M | 14k | 82.73 |
2018-06-30 | $572k | 7.0k | 82.00 |
2017-03-31 | $361k | 4.9k | 73.93 |
2016-12-31 | $330k | 4.9k | 67.58 |
2016-09-30 | $328k | 4.9k | 67.17 |
2016-06-30 | $334k | 4.9k | 68.40 |
2016-03-31 | $297k | 4.9k | 60.82 |
2015-12-31 | $271k | 4.9k | 55.50 |
2015-09-30 | $255k | 4.9k | 52.22 |
2015-06-30 | $331k | 5.8k | 56.75 |
2015-03-31 | $327k | 5.8k | 56.06 |
2014-12-31 | $334k | 5.8k | 57.26 |