Marsh & McLennan Companies shares owned by AE Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $19M | 101k | 185.51 |
| 2025-09-30 | $1.3M | 6.3k | 201.53 |
| 2025-06-30 | $866k | 4.0k | 218.64 |
| 2025-03-31 | $857k | 3.5k | 244.00 |
| 2024-12-31 | $639k | 3.0k | 212.65 |
| 2024-09-30 | $711k | 3.2k | 223.07 |
| 2024-06-30 | $604k | 2.9k | 210.72 |
| 2024-03-31 | $535k | 2.6k | 205.96 |
| 2023-12-31 | $1.6M | 8.2k | 193.00 |
| 2023-09-30 | $2.7M | 14k | 190.30 |
| 2023-06-30 | $2.7M | 14k | 188.08 |
| 2023-03-31 | $2.3M | 14k | 166.55 |
| 2022-12-31 | $3.9M | 24k | 165.48 |
| 2022-09-30 | $2.4M | 16k | 149.30 |
| 2022-06-30 | $2.7M | 18k | 155.24 |
| 2022-03-31 | $2.8M | 17k | 170.40 |
| 2021-12-31 | $2.4M | 14k | 173.79 |
| 2021-09-30 | $1.8M | 12k | 151.41 |
| 2021-06-30 | $1.7M | 12k | 140.72 |
| 2021-03-31 | $1.4M | 12k | 121.78 |
| 2020-12-31 | $449k | 3.8k | 116.87 |
| 2020-09-30 | $913k | 8.0k | 114.66 |
| 2020-06-30 | $1.3M | 12k | 107.41 |
| 2020-03-31 | $607k | 7.0k | 86.50 |
| 2019-12-31 | $231k | 2.1k | 111.54 |
| 2019-09-30 | $200k | 2.0k | 99.80 |