Marsh & McLennan Companies shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $212k | 1.1k | 190.30 |
| 2021-09-30 | $932k | 6.2k | 151.37 |
| 2021-06-30 | $825k | 5.9k | 140.71 |
| 2021-03-31 | $790k | 5.9k | 134.74 |
| 2020-12-31 | $101k | 863 | 117.03 |
| 2020-09-30 | $99k | 859 | 115.25 |
| 2020-06-30 | $92k | 859 | 107.10 |
| 2020-03-31 | $74k | 859 | 86.15 |
| 2019-12-31 | $96k | 859 | 111.76 |
| 2019-09-30 | $86k | 859 | 100.12 |
| 2019-06-30 | $90k | 907 | 99.23 |
| 2019-03-31 | $85k | 907 | 93.72 |
| 2018-12-31 | $199k | 2.5k | 79.60 |
| 2018-09-30 | $207k | 2.5k | 82.80 |
| 2018-06-30 | $205k | 2.5k | 82.00 |
| 2018-03-31 | $206k | 2.5k | 82.40 |
| 2017-12-31 | $203k | 2.5k | 81.20 |
| 2017-09-30 | $42k | 500 | 84.00 |
| 2017-06-30 | $39k | 500 | 78.00 |
| 2017-03-31 | $37k | 500 | 74.00 |
| 2016-12-31 | $34k | 500 | 68.00 |