Marsh & McLennan Companies shares owned by Capital Investment Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Capital Investment Advisors
from 13F filings
Historical chart of Capital Investment Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34M | 167k | 201.53 |
| 2025-06-30 | $27M | 125k | 218.64 |
| 2025-03-31 | $28M | 113k | 244.03 |
| 2024-12-31 | $647k | 3.0k | 212.41 |
| 2024-09-30 | $697k | 3.1k | 223.07 |
| 2024-06-30 | $689k | 3.3k | 210.74 |
| 2024-03-31 | $924k | 4.5k | 206.00 |
| 2023-12-31 | $874k | 4.6k | 189.45 |
| 2023-09-30 | $884k | 4.6k | 190.31 |
| 2023-03-31 | $923k | 5.5k | 166.56 |
| 2022-12-31 | $887k | 5.4k | 165.52 |
| 2022-09-30 | $839k | 5.6k | 149.31 |
| 2022-06-30 | $887k | 5.7k | 155.26 |
| 2022-03-31 | $1.1M | 6.5k | 170.42 |
| 2021-12-31 | $869k | 5.0k | 173.87 |
| 2021-09-30 | $938k | 6.2k | 151.49 |
| 2021-06-30 | $869k | 6.2k | 140.61 |
| 2021-03-31 | $790k | 6.5k | 121.80 |
| 2020-12-31 | $758k | 6.5k | 116.92 |
| 2020-09-30 | $824k | 7.2k | 114.72 |
| 2020-06-30 | $778k | 7.3k | 107.31 |
| 2020-03-31 | $626k | 7.2k | 86.49 |
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