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Marsh & McLennan Companies shares owned by Palumbo Wealth Management

Quarter-by-quarter ownership of Marsh & McLennan Companies shares owned by Palumbo Wealth Management from 13F filings

Historical chart of Palumbo Wealth Management investment in Marsh & McLennan Companies

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

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Quarterly reported holdings in Marsh & McLennan Companies by Palumbo Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $216k 1.2k 185.57
2025-06-30 $204k 934 218.55
2025-03-31 $233k 953 244.03