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Marsh & McLennan Companies shares owned by Benchmark Financial Wealth Advisors

Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Benchmark Financial Wealth Advisors from 13F filings

Historical chart of Benchmark Financial Wealth Advisors investment in Marsh & McLennan Companies

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All positions including Marsh & McLennan Companies held by Benchmark Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marsh & McLennan Companies by Benchmark Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 1.2k 201.59
2025-06-30 $267k 1.2k 218.65
2025-03-31 $290k 1.2k 244.06
2024-12-31 $266k 1.3k 212.34
2024-09-30 $279k 1.2k 223.01