Marsh & McLennan Companies shares owned by Aprio Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Aprio Wealth Management
from 13F filings
Historical chart of Aprio Wealth Management investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Aprio Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $440k | 2.2k | 201.51 |
| 2025-06-30 | $615k | 2.8k | 218.67 |
| 2025-03-31 | $719k | 2.9k | 243.99 |
| 2024-12-31 | $498k | 2.3k | 212.38 |
| 2024-09-30 | $422k | 1.9k | 223.05 |
| 2024-06-30 | $369k | 1.8k | 210.68 |
| 2024-03-31 | $411k | 2.0k | 205.95 |
| 2023-12-31 | $358k | 1.9k | 189.44 |
| 2023-09-30 | $263k | 1.4k | 190.26 |