Marsh & McLennan Companies shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $13M | 62k | 212.41 |
| 2024-09-30 | $13M | 59k | 223.09 |
| 2024-06-30 | $12M | 58k | 210.72 |
| 2024-03-31 | $12M | 56k | 205.98 |
| 2023-09-30 | $10M | 53k | 190.30 |
| 2023-06-30 | $9.5M | 51k | 188.08 |
| 2023-03-31 | $8.9M | 54k | 166.55 |
| 2022-12-31 | $3.0M | 18k | 165.49 |
| 2022-09-30 | $830k | 5.6k | 149.39 |
| 2022-06-30 | $954k | 6.1k | 155.25 |
| 2022-03-31 | $1.2M | 7.3k | 170.42 |
| 2021-12-31 | $1.3M | 7.8k | 173.84 |
| 2021-09-30 | $1.1M | 7.5k | 151.40 |
| 2021-06-30 | $1.1M | 7.9k | 140.49 |
| 2021-03-31 | $995k | 8.2k | 121.73 |
| 2020-12-31 | $1.0M | 8.8k | 116.95 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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