Marsh & McLennan Companies shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 24k | 201.53 |
| 2025-06-30 | $5.0M | 23k | 218.64 |
| 2025-03-31 | $6.8M | 28k | 244.03 |
| 2024-12-31 | $6.0M | 28k | 212.41 |
| 2024-09-30 | $6.6M | 29k | 223.09 |
| 2024-06-30 | $6.5M | 31k | 210.72 |
| 2024-03-31 | $7.0M | 34k | 205.98 |
| 2023-09-30 | $6.9M | 36k | 190.30 |
| 2023-06-30 | $7.3M | 39k | 188.08 |
| 2023-03-31 | $6.4M | 38k | 166.55 |
| 2022-12-31 | $6.1M | 37k | 165.48 |
| 2022-09-30 | $4.7M | 32k | 149.28 |
| 2022-06-30 | $4.8M | 31k | 155.24 |
| 2022-03-31 | $5.3M | 31k | 170.43 |
| 2021-12-31 | $5.2M | 30k | 173.82 |
| 2021-09-30 | $4.4M | 29k | 151.44 |
| 2021-06-30 | $3.7M | 27k | 140.68 |
| 2021-03-31 | $4.0M | 33k | 121.80 |
| 2020-12-31 | $2.7M | 23k | 117.00 |
| 2020-09-30 | $5.8M | 50k | 114.69 |
| 2020-06-30 | $2.4M | 23k | 107.35 |
| 2013-03-31 | $22k | 587 | 37.48 |