Marsh & McLennan Companies shares owned by Avalon Trust
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Avalon Trust
from 13F filings
Historical chart of Avalon Trust investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Avalon Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $592k | 2.9k | 201.53 |
| 2025-06-30 | $593k | 2.7k | 218.64 |
| 2025-03-31 | $662k | 2.7k | 244.03 |
| 2024-12-31 | $577k | 2.7k | 212.41 |
| 2024-09-30 | $17k | 78 | 223.10 |
| 2024-06-30 | $29k | 138 | 210.72 |
| 2024-03-31 | $28k | 138 | 205.99 |
| 2023-12-31 | $26k | 138 | 189.47 |
| 2023-09-30 | $26k | 138 | 190.30 |
| 2023-06-30 | $26k | 138 | 188.09 |
| 2023-03-31 | $23k | 138 | 166.55 |