Marsh & McLennan Companies shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 6.1k | 223.08 |
| 2024-06-30 | $1.3M | 6.1k | 210.73 |
| 2024-03-31 | $1.3M | 6.1k | 205.98 |
| 2023-12-31 | $1.2M | 6.1k | 189.46 |
| 2023-09-30 | $967k | 5.1k | 190.31 |
| 2023-06-30 | $47k | 252 | 187.94 |
| 2023-03-31 | $30k | 180 | 166.99 |
| 2022-12-31 | $67k | 403 | 165.62 |
| 2022-06-30 | $156k | 1.0k | 155.07 |
| 2022-03-31 | $175k | 1.0k | 170.90 |
| 2021-12-31 | $175k | 1.0k | 173.96 |
| 2021-09-30 | $73k | 481 | 151.77 |
| 2021-06-30 | $130k | 925 | 140.54 |
| 2021-03-31 | $127k | 1.0k | 121.53 |
| 2020-12-31 | $999 | 7 | 142.86 |