Marsh & McLennan Companies shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Marsh & McLennan Companies by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $242k | 1.1k | 223.14 |
| 2024-06-30 | $218k | 1.0k | 210.72 |
| 2024-03-31 | $205k | 996 | 205.98 |
| 2023-12-31 | $202k | 1.1k | 189.47 |
| 2023-09-30 | $200k | 1.1k | 190.30 |
| 2023-06-30 | $637k | 3.4k | 188.11 |
| 2023-03-31 | $564k | 3.4k | 166.56 |
| 2022-12-31 | $522k | 3.2k | 165.56 |
| 2022-09-30 | $445k | 3.0k | 149.28 |
| 2022-06-30 | $462k | 3.0k | 155.40 |
| 2022-03-31 | $442k | 2.6k | 170.52 |
| 2021-12-31 | $392k | 2.3k | 173.99 |
| 2021-09-30 | $318k | 2.1k | 151.28 |