Marsh & McLennan Companies shares owned by Curated Wealth Partners
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Curated Wealth Partners
from 13F filings
Historical chart of Curated Wealth Partners investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Curated Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $363k | 2.0k | 185.52 |
| 2022-09-30 | $203k | 1.3k | 150.94 |
| 2022-06-30 | $210k | 1.3k | 156.38 |
| 2022-03-31 | $322k | 1.9k | 169.81 |
| 2021-12-31 | $322k | 1.9k | 169.81 |
| 2021-09-30 | $285k | 1.9k | 151.35 |
| 2021-06-30 | $291k | 2.1k | 140.72 |
| 2021-03-31 | $223k | 1.8k | 122.06 |
| 2020-12-31 | $238k | 2.0k | 117.18 |