Marsh & McLennan Companies shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $235k | 1.3k | 185.52 |
| 2025-09-30 | $252k | 1.2k | 201.53 |
| 2025-06-30 | $576k | 2.6k | 218.64 |
| 2025-03-31 | $646k | 2.6k | 244.03 |
| 2024-12-31 | $561k | 2.6k | 212.41 |
| 2024-09-30 | $589k | 2.6k | 223.09 |
| 2024-06-30 | $558k | 2.7k | 210.72 |
| 2024-03-31 | $654k | 3.2k | 205.98 |
| 2023-12-31 | $691k | 3.6k | 189.47 |
| 2023-09-30 | $792k | 4.2k | 190.30 |
| 2023-06-30 | $726k | 3.9k | 188.08 |
| 2023-03-31 | $644k | 3.9k | 166.55 |
| 2022-12-31 | $730k | 4.4k | 165.48 |
| 2022-09-30 | $659k | 4.4k | 149.23 |
| 2022-06-30 | $688k | 4.4k | 155.02 |
| 2022-03-31 | $794k | 4.7k | 170.31 |
| 2021-12-31 | $810k | 4.7k | 173.75 |