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

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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
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