Marsh & McLennan Companies shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 22k | 201.53 |
| 2025-06-30 | $6.1M | 28k | 218.64 |
| 2025-03-31 | $6.9M | 28k | 244.03 |
| 2024-12-31 | $6.0M | 28k | 212.41 |
| 2024-09-30 | $5.8M | 26k | 223.09 |
| 2024-06-30 | $5.4M | 25k | 210.72 |
| 2024-03-31 | $5.0M | 24k | 205.98 |
| 2023-12-31 | $4.4M | 23k | 189.47 |
| 2023-09-30 | $4.5M | 24k | 190.30 |
| 2023-06-30 | $4.4M | 24k | 188.08 |
| 2023-03-31 | $3.9M | 24k | 166.55 |
| 2022-12-31 | $4.2M | 25k | 165.48 |
| 2022-09-30 | $3.0M | 20k | 149.30 |
| 2022-06-30 | $2.9M | 19k | 155.27 |
| 2022-03-31 | $3.2M | 19k | 170.42 |
| 2021-12-31 | $3.3M | 19k | 173.81 |
| 2021-09-30 | $2.8M | 18k | 151.40 |
| 2021-06-30 | $2.6M | 18k | 140.66 |
| 2021-03-31 | $2.2M | 18k | 121.80 |
| 2020-12-31 | $1.9M | 16k | 117.00 |
| 2020-09-30 | $2.2M | 19k | 114.69 |
| 2020-06-30 | $2.1M | 19k | 107.39 |
| 2020-03-31 | $1.0M | 12k | 86.43 |
| 2019-12-31 | $1.4M | 12k | 111.40 |
| 2019-09-30 | $1.1M | 11k | 100.08 |
| 2019-06-30 | $1.2M | 12k | 99.77 |
| 2019-03-31 | $1.1M | 12k | 93.93 |
| 2018-12-31 | $950k | 12k | 79.71 |
| 2018-09-30 | $1.2M | 14k | 82.73 |
| 2018-06-30 | $572k | 7.0k | 82.00 |
| 2017-03-31 | $361k | 4.9k | 73.93 |
| 2016-12-31 | $330k | 4.9k | 67.58 |
| 2016-09-30 | $328k | 4.9k | 67.17 |
| 2016-06-30 | $334k | 4.9k | 68.40 |
| 2016-03-31 | $297k | 4.9k | 60.82 |
| 2015-12-31 | $271k | 4.9k | 55.50 |
| 2015-09-30 | $255k | 4.9k | 52.22 |
| 2015-06-30 | $331k | 5.8k | 56.75 |
| 2015-03-31 | $327k | 5.8k | 56.06 |
| 2014-12-31 | $334k | 5.8k | 57.26 |