Marsh & McLennan Companies shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $5.5k | 25 | 218.64 |
| 2025-03-31 | $6.1k | 25 | 244.04 |
| 2024-12-31 | $5.3k | 25 | 212.40 |
| 2024-09-30 | $5.6k | 25 | 223.08 |