Marsh & McLennan Companies shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $22M | 100k | 223.09 |
| 2024-06-30 | $22M | 102k | 210.72 |
| 2024-03-31 | $21M | 102k | 205.98 |
| 2023-12-31 | $20M | 103k | 189.47 |
| 2023-09-30 | $20M | 104k | 190.30 |
| 2023-06-30 | $21M | 113k | 188.08 |
| 2023-03-31 | $29M | 175k | 166.55 |
| 2022-12-31 | $31M | 184k | 165.48 |
| 2022-09-30 | $28M | 188k | 149.29 |
| 2022-06-30 | $29M | 188k | 155.25 |
| 2022-03-31 | $32M | 186k | 170.42 |
| 2021-12-31 | $32M | 186k | 173.82 |
| 2021-09-30 | $28M | 188k | 151.43 |
| 2021-06-30 | $26M | 187k | 140.68 |
| 2021-03-31 | $23M | 187k | 121.80 |
| 2020-12-31 | $22M | 187k | 117.00 |
| 2020-09-30 | $21M | 185k | 114.70 |
| 2020-06-30 | $20M | 186k | 107.37 |
| 2020-03-31 | $15M | 178k | 86.46 |
| 2019-12-31 | $20M | 179k | 111.41 |
| 2019-09-30 | $18M | 180k | 100.05 |
| 2019-06-30 | $18M | 180k | 99.75 |
| 2019-03-31 | $717k | 7.6k | 93.89 |
| 2018-12-31 | $583k | 7.3k | 79.81 |
| 2018-09-30 | $629k | 7.6k | 82.75 |
| 2018-06-30 | $626k | 7.6k | 82.41 |
| 2018-03-31 | $859k | 10k | 82.55 |
| 2017-03-31 | $165k | 2.2k | 73.96 |