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Marsh & McLennan Companies shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Marsh & McLennan Companies

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All positions including Marsh & McLennan Companies held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marsh & McLennan Companies by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $304k 1.4k 223.09
2024-06-30 $336k 1.6k 210.72
2024-03-31 $261k 1.3k 205.98
2023-12-31 $221k 1.2k 189.47
2023-09-30 $229k 1.2k 190.30
2023-06-30 $231k 1.2k 188.08
2023-03-31 $207k 1.2k 166.56