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Marsh & McLennan Companies shares owned by Paragon Private Wealth Management

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

Historical chart of Paragon Private Wealth Management investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan Companies held by Paragon Private 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 Paragon Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $216k 1.2k 185.53
2025-09-30 $238k 1.2k 201.63