Marsh & McLennan Companies shares owned by Capital Wealth Planning
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Capital Wealth Planning
from 13F filings
Historical chart of Capital Wealth Planning investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Capital Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $308k | 1.5k | 201.53 |
| 2025-06-30 | $306k | 1.4k | 218.64 |
| 2025-03-31 | $342k | 1.4k | 244.03 |
| 2024-12-31 | $297k | 1.4k | 212.41 |
| 2024-09-30 | $356k | 1.6k | 223.09 |
| 2024-06-30 | $336k | 1.6k | 210.72 |
| 2024-03-31 | $288k | 1.4k | 205.98 |
| 2023-12-31 | $265k | 1.4k | 189.47 |
| 2023-09-30 | $266k | 1.4k | 190.30 |
| 2023-06-30 | $263k | 1.4k | 188.08 |
| 2023-03-31 | $246k | 1.5k | 166.55 |
| 2022-12-31 | $232k | 1.4k | 165.48 |
| 2022-09-30 | $209k | 1.4k | 149.29 |
| 2022-03-31 | $239k | 1.4k | 170.71 |
| 2021-12-31 | $243k | 1.4k | 173.57 |
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