Marsh & McLennan Companies shares owned by Archvest Wealth Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Archvest Wealth Advisors
from 13F filings
Historical chart of Archvest Wealth Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Archvest Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $573k | 2.8k | 201.53 |
| 2025-06-30 | $621k | 2.8k | 218.64 |
| 2025-03-31 | $693k | 2.8k | 244.03 |
| 2024-12-31 | $603k | 2.8k | 212.41 |
| 2024-09-30 | $646k | 2.9k | 223.09 |
| 2024-06-30 | $609k | 2.9k | 210.25 |
| 2024-03-31 | $609k | 3.0k | 203.89 |
| 2023-12-31 | $566k | 3.0k | 189.47 |
| 2023-09-30 | $621k | 3.3k | 188.08 |
| 2023-06-30 | $621k | 3.3k | 188.08 |
| 2023-03-31 | $554k | 3.3k | 166.55 |
| 2022-12-31 | $569k | 3.4k | 165.48 |
| 2022-09-30 | $546k | 3.7k | 149.22 |
| 2022-06-30 | $568k | 3.7k | 155.23 |
| 2022-03-31 | $631k | 3.7k | 170.49 |
| 2021-12-31 | $643k | 3.7k | 173.74 |