Marsh & McLennan Companies shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in Marsh & McLennan Companies
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Download as csvQuarterly reported holdings in Marsh & McLennan Companies by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 13k | 206.99 |
| 2025-06-30 | $3.0M | 14k | 214.71 |
| 2025-03-31 | $3.3M | 14k | 233.26 |
| 2024-12-31 | $3.0M | 14k | 209.15 |
| 2024-09-30 | $3.2M | 14k | 226.09 |
| 2024-06-30 | $3.2M | 15k | 218.46 |
| 2024-03-31 | $3.0M | 15k | 202.41 |
| 2023-12-31 | $2.9M | 15k | 192.86 |
| 2023-09-30 | $2.9M | 15k | 190.92 |
| 2023-06-30 | $2.8M | 15k | 186.71 |
| 2023-03-31 | $1.9M | 11k | 168.12 |
| 2022-12-31 | $1.7M | 10k | 170.38 |
| 2022-09-30 | $2.9M | 19k | 155.23 |
| 2022-03-31 | $1.6M | 9.6k | 170.42 |
| 2021-12-31 | $439k | 2.7k | 163.08 |
| 2021-09-30 | $415k | 2.6k | 158.94 |
| 2021-06-30 | $303k | 2.2k | 140.54 |
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