Marsh & McLennan Companies shares owned by Capital Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $534k | 2.6k | 201.52 |
| 2025-06-30 | $583k | 2.7k | 218.63 |
| 2025-03-31 | $645k | 2.6k | 244.06 |
| 2024-12-31 | $564k | 2.7k | 212.41 |
| 2024-09-30 | $592k | 2.7k | 223.09 |
| 2024-06-30 | $565k | 2.7k | 210.72 |
| 2024-03-31 | $538k | 2.6k | 205.98 |
| 2023-12-31 | $495k | 2.6k | 189.47 |
| 2023-09-30 | $499k | 2.6k | 190.27 |
| 2023-06-30 | $494k | 2.6k | 188.08 |
| 2023-03-31 | $433k | 2.6k | 166.55 |
| 2022-12-31 | $430k | 2.6k | 165.48 |
| 2022-09-30 | $395k | 2.6k | 151.92 |
| 2022-06-30 | $404k | 2.6k | 155.38 |
| 2022-03-31 | $443k | 2.6k | 170.38 |
| 2021-12-31 | $452k | 2.6k | 173.85 |
| 2021-09-30 | $455k | 3.0k | 151.46 |
| 2021-06-30 | $423k | 3.0k | 140.81 |
| 2021-03-31 | $366k | 3.0k | 121.84 |
| 2020-12-31 | $351k | 3.0k | 116.84 |
| 2020-09-30 | $356k | 3.1k | 114.62 |
| 2020-06-30 | $357k | 3.0k | 118.84 |
| 2020-03-31 | $260k | 3.0k | 86.55 |
| 2019-12-31 | $336k | 3.0k | 111.52 |
| 2019-09-30 | $300k | 3.0k | 99.87 |
| 2019-06-30 | $300k | 3.0k | 99.87 |
| 2018-12-31 | $271k | 3.4k | 79.61 |
| 2018-09-30 | $282k | 3.4k | 82.84 |
| 2018-06-30 | $279k | 3.4k | 81.96 |
| 2018-03-31 | $281k | 3.4k | 82.55 |
| 2017-12-31 | $280k | 3.4k | 81.40 |
| 2017-09-30 | $285k | 3.4k | 83.73 |
| 2017-06-30 | $265k | 3.4k | 77.85 |
| 2017-03-31 | $252k | 3.4k | 74.03 |
| 2016-12-31 | $203k | 3.0k | 67.67 |
| 2016-09-30 | $202k | 3.0k | 67.25 |
| 2016-06-30 | $205k | 3.0k | 68.46 |