Marsh & McLennan Companies shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 69k | 223.09 |
| 2024-06-30 | $12M | 57k | 210.72 |
| 2024-03-31 | $9.0M | 44k | 205.98 |
| 2023-09-30 | $7.9M | 41k | 190.30 |
| 2023-06-30 | $8.2M | 44k | 188.08 |
| 2023-03-31 | $7.8M | 47k | 166.55 |
| 2022-12-31 | $6.5M | 40k | 165.48 |
| 2022-09-30 | $5.4M | 37k | 149.28 |
| 2022-06-30 | $6.0M | 38k | 155.25 |
| 2022-03-31 | $5.9M | 35k | 170.44 |
| 2021-12-31 | $5.1M | 30k | 173.83 |
| 2021-09-30 | $3.8M | 25k | 151.45 |
| 2021-06-30 | $3.0M | 21k | 140.67 |
| 2021-03-31 | $2.3M | 19k | 121.77 |
| 2020-12-31 | $2.1M | 18k | 116.96 |
| 2020-09-30 | $1.7M | 15k | 114.71 |
| 2020-06-30 | $1.6M | 15k | 107.38 |