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Marsh & McLennan Companies shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning Services investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Marsh & McLennan Companies by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 6.1k 205.98
2023-12-31 $1.2M 6.1k 189.47
2023-09-30 $1.2M 6.2k 190.30
2023-06-30 $1.2M 6.3k 188.08
2023-03-31 $1.1M 6.3k 166.55
2022-12-31 $988k 6.0k 165.48
2022-09-30 $693k 4.7k 146.34
2022-06-30 $738k 4.8k 155.24
2022-03-31 $781k 4.6k 170.52
2021-12-31 $645k 3.6k 179.49
2021-09-30 $527k 3.5k 151.44
2021-06-30 $478k 3.4k 140.42
2021-03-31 $381k 3.3k 115.38
2020-12-31 $327k 2.9k 111.11
2020-09-30 $321k 3.0k 107.69
2020-06-30 $318k 3.0k 106.06
2020-03-31 $172k 2.4k 71.43
2019-12-31 $232k 2.1k 111.00
2019-09-30 $220k 2.2k 99.91
2018-09-30 $369k 4.4k 82.86
2018-06-30 $360k 4.4k 81.88
2018-03-31 $357k 4.3k 82.71
2017-12-31 $69k 856 80.92