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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

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All positions including Marsh & McLennan Companies held by Burling Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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