Marsh & McLennan Companies shares owned by Caldwell Trust
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $791k | 3.9k | 201.53 |
| 2021-12-31 | $632k | 3.6k | 173.82 |
| 2021-09-30 | $570k | 3.8k | 151.43 |
| 2021-06-30 | $530k | 3.8k | 140.68 |
| 2021-03-31 | $463k | 3.8k | 121.80 |
| 2020-12-31 | $445k | 3.8k | 117.00 |
| 2020-09-30 | $436k | 3.8k | 114.70 |
| 2020-06-30 | $408k | 3.8k | 107.37 |
| 2020-03-31 | $329k | 3.8k | 86.46 |
| 2019-12-31 | $423k | 3.8k | 111.41 |