Marsh & McLennan Companies shares owned by Defined Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by Defined Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Marsh & McLennan Companies by Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $702k | 3.1k | 223.09 |
| 2024-06-30 | $660k | 3.1k | 210.72 |
| 2024-03-31 | $642k | 3.1k | 205.98 |
| 2023-12-31 | $591k | 3.1k | 189.47 |
| 2023-09-30 | $592k | 3.1k | 190.30 |
| 2023-06-30 | $583k | 3.1k | 188.08 |
| 2023-03-31 | $516k | 3.1k | 166.55 |
| 2022-12-31 | $512k | 3.1k | 165.48 |
| 2022-09-30 | $462k | 3.1k | 149.27 |
| 2022-06-30 | $480k | 3.1k | 155.09 |
| 2022-03-31 | $527k | 3.1k | 170.27 |
| 2021-12-31 | $538k | 3.1k | 173.83 |
| 2021-09-30 | $469k | 3.1k | 151.53 |
| 2021-06-30 | $435k | 3.1k | 140.55 |
| 2021-03-31 | $377k | 3.1k | 121.81 |
| 2020-12-31 | $362k | 3.1k | 116.96 |