Marsh & McLennan Companies shares owned by River Wealth Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by River Wealth Advisors
from 13F filings
Historical chart of River Wealth Advisors investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by River Wealth Advisors 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 River Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.0M | 16k | 190.30 |
| 2023-06-30 | $3.0M | 16k | 188.08 |
| 2023-03-31 | $2.7M | 16k | 166.55 |
| 2022-12-31 | $2.8M | 17k | 165.48 |
| 2022-09-30 | $2.5M | 17k | 149.31 |
| 2022-06-30 | $2.7M | 18k | 155.24 |
| 2022-03-31 | $3.1M | 18k | 170.38 |
| 2021-12-31 | $2.8M | 16k | 173.85 |
| 2021-09-30 | $2.3M | 16k | 151.45 |
| 2021-06-30 | $2.0M | 15k | 140.70 |
| 2021-03-31 | $1.7M | 14k | 121.79 |
| 2020-12-31 | $1.3M | 11k | 117.01 |
| 2020-09-30 | $860k | 7.5k | 114.68 |
| 2020-06-30 | $501k | 4.7k | 107.40 |
| 2018-12-31 | $51k | 642 | 79.44 |
| 2018-09-30 | $58k | 702 | 82.62 |
| 2018-06-30 | $55k | 675 | 81.48 |