Marsh & McLennan Companies shares owned by Burling Wealth Partners
Quarter-by-quarter ownership of Marsh & McLennan Companies shares owned by Burling Wealth Partners
from 13F filings
Historical chart of Burling Wealth Partners investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by Burling Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Marsh & McLennan Companies by Burling Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.7M | 20k | 185.52 |
| 2025-09-30 | $4.5M | 22k | 201.53 |
| 2025-06-30 | $4.8M | 22k | 218.64 |
| 2025-03-31 | $5.1M | 21k | 244.03 |