Marsh & McLennan Companies shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $20M | 95k | 205.98 |
| 2023-12-31 | $20M | 103k | 189.47 |
| 2023-09-30 | $18M | 96k | 190.30 |
| 2023-06-30 | $17M | 91k | 188.08 |
| 2023-03-31 | $14M | 87k | 166.55 |
| 2022-12-31 | $12M | 70k | 165.48 |
| 2022-09-30 | $3.9M | 26k | 149.28 |
| 2022-06-30 | $4.0M | 26k | 155.25 |
| 2022-03-31 | $3.1M | 18k | 170.40 |
| 2021-12-31 | $2.0M | 11k | 173.79 |
| 2021-09-30 | $1.7M | 11k | 151.46 |
| 2021-06-30 | $1.4M | 9.8k | 140.72 |
| 2021-03-31 | $1.5M | 12k | 121.83 |
| 2020-12-31 | $1.0M | 8.7k | 116.96 |
| 2020-09-30 | $949k | 8.3k | 114.27 |
| 2020-06-30 | $654k | 6.1k | 107.55 |
| 2020-03-31 | $385k | 4.7k | 82.09 |
| 2019-12-31 | $533k | 4.8k | 112.05 |
| 2019-09-30 | $244k | 2.4k | 99.92 |
| 2019-06-30 | $268k | 2.7k | 99.67 |
| 2019-03-31 | $260k | 2.8k | 93.76 |
| 2018-12-31 | $217k | 2.7k | 79.72 |
| 2018-09-30 | $186k | 2.3k | 82.56 |
| 2018-06-30 | $227k | 2.8k | 82.01 |
| 2018-03-31 | $143k | 1.8k | 80.79 |
| 2017-12-31 | $202k | 2.5k | 81.32 |
| 2017-09-30 | $4.0k | 51 | 78.43 |
| 2017-06-30 | $34k | 442 | 76.92 |
More positions owned by Captrust Financial Advisors
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