Marsh & McLennan Companies shares owned by Delap Wealth Advisory
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Delap Wealth Advisory
from 13F filings
Historical chart of Delap Wealth Advisory investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Delap Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 8.3k | 201.28 |
| 2025-06-30 | $2.1M | 9.6k | 218.64 |
| 2025-03-31 | $2.3M | 9.6k | 244.04 |
| 2024-12-31 | $2.1M | 10k | 212.42 |
| 2024-09-30 | $2.1M | 9.6k | 223.10 |
| 2024-06-30 | $2.0M | 9.7k | 210.73 |
| 2024-03-31 | $2.2M | 11k | 205.98 |
| 2023-12-31 | $3.7M | 20k | 189.47 |
| 2023-09-30 | $1.8M | 9.7k | 190.30 |
| 2023-06-30 | $1.8M | 9.7k | 188.08 |
| 2023-03-31 | $1.7M | 10k | 166.55 |
| 2022-12-31 | $1.7M | 10k | 165.48 |