Marsh & McLennan Companies shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $859k | 8.6k | 100.02 |
| 2019-12-31 | $859k | 8.6k | 100.02 |
| 2019-09-30 | $859k | 8.6k | 100.02 |
| 2019-06-30 | $832k | 8.3k | 99.77 |
| 2019-03-31 | $784k | 8.3k | 93.90 |
| 2018-12-31 | $811k | 10k | 79.71 |
| 2018-09-30 | $865k | 11k | 82.68 |
| 2018-06-30 | $856k | 10k | 81.93 |
| 2018-03-31 | $863k | 10k | 82.60 |
| 2017-12-31 | $850k | 10k | 81.36 |
| 2017-09-30 | $902k | 11k | 83.79 |
| 2017-06-30 | $810k | 11k | 73.84 |
| 2017-03-31 | $810k | 11k | 73.84 |
| 2016-12-31 | $904k | 13k | 67.58 |
| 2016-09-30 | $907k | 14k | 67.28 |
| 2016-06-30 | $776k | 11k | 68.47 |
| 2016-03-31 | $693k | 11k | 60.82 |
| 2015-12-31 | $238k | 4.3k | 55.53 |
More positions owned by Confluence Wealth Management
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