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Marsh & McLennan Companies shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in Marsh & McLennan Companies

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All positions including Marsh & McLennan Companies held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marsh & McLennan Companies by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $305k 1.6k 189.47
2023-09-30 $306k 1.6k 190.30
2023-06-30 $303k 1.6k 188.08
2023-03-31 $268k 1.6k 166.55
2022-12-31 $266k 1.6k 165.48
2022-09-30 $240k 1.6k 149.16
2022-06-30 $250k 1.6k 155.38
2022-03-31 $274k 1.6k 170.29
2021-12-31 $280k 1.6k 174.02
2021-09-30 $242k 1.6k 151.25
2021-06-30 $225k 1.6k 140.63
2021-03-31 $256k 2.1k 121.90
2020-12-31 $246k 2.1k 117.14
2020-09-30 $241k 2.1k 114.76
2020-06-30 $225k 2.1k 107.14
2020-03-31 $182k 2.1k 86.67
2019-12-31 $234k 2.1k 111.43
2019-09-30 $210k 2.1k 100.00
2019-06-30 $209k 2.1k 99.52
2019-03-31 $197k 2.1k 93.81
2018-12-31 $167k 2.1k 79.52
2018-09-30 $174k 2.1k 82.86
2018-06-30 $172k 2.1k 81.90
2018-03-31 $173k 2.1k 82.38
2017-12-31 $195k 2.4k 81.25
2017-09-30 $201k 2.4k 83.75
2017-06-30 $187k 2.4k 77.92
2017-03-31 $177k 2.4k 73.72
2016-12-31 $162k 2.4k 67.50
2016-09-30 $161k 2.4k 67.08
2016-06-30 $164k 2.4k 68.33
2016-03-31 $146k 2.4k 60.83
2015-12-31 $133k 2.4k 55.42
2015-09-30 $125k 2.4k 52.08
2015-06-30 $136k 2.4k 56.67
2015-03-31 $135k 2.4k 56.25
2014-12-31 $137k 2.4k 57.08
2014-09-30 $126k 2.4k 52.50
2014-06-30 $124k 2.4k 51.67
2014-03-31 $118k 2.4k 49.17