Marsh & McLennan Companies shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $409k | 2.2k | 188.08 |
| 2023-03-31 | $376k | 2.3k | 166.53 |
| 2022-12-31 | $365k | 2.2k | 165.45 |
| 2022-09-30 | $377k | 2.5k | 149.07 |
| 2022-06-30 | $147k | 947 | 155.23 |
| 2022-03-31 | $161k | 947 | 170.01 |
| 2021-12-31 | $165k | 947 | 174.23 |
| 2021-09-30 | $143k | 947 | 151.00 |
| 2021-06-30 | $133k | 947 | 140.44 |
| 2021-03-31 | $115k | 947 | 121.44 |
| 2020-12-31 | $111k | 947 | 117.21 |
| 2020-09-30 | $72k | 627 | 114.83 |
| 2020-06-30 | $67k | 627 | 106.86 |
| 2020-03-31 | $41k | 469 | 87.42 |
| 2019-12-31 | $39k | 352 | 110.80 |
| 2019-09-30 | $34k | 339 | 100.29 |
| 2019-06-30 | $34k | 339 | 100.29 |
| 2019-03-31 | $32k | 339 | 94.40 |
| 2018-12-31 | $27k | 339 | 79.65 |
| 2018-09-30 | $28k | 339 | 82.60 |
| 2018-06-30 | $28k | 339 | 82.60 |
More positions owned by BerganKDV Wealth Management
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