Marsh & McLennan Companies shares owned by Delos Wealth Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Delos Wealth Advisors
from 13F filings
Historical chart of Delos Wealth Advisors investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by Delos Wealth Advisors 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 Delos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30k | 148 | 201.53 |
| 2025-06-30 | $32k | 148 | 218.64 |
| 2024-06-30 | $3.0k | 14 | 210.79 |
| 2024-03-31 | $2.9k | 14 | 206.00 |
| 2023-12-31 | $758 | 4 | 189.50 |
| 2023-09-30 | $29k | 147 | 194.99 |
| 2023-06-30 | $28k | 147 | 188.08 |
| 2023-03-31 | $25k | 147 | 166.55 |
| 2022-12-31 | $24k | 147 | 165.48 |
| 2022-09-30 | $22k | 147 | 149.66 |
| 2022-06-30 | $22k | 143 | 153.85 |
| 2022-03-31 | $24k | 143 | 167.83 |
| 2021-12-31 | $25k | 143 | 174.83 |