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Marsh & McLennan Companies shares owned by Dogwood Wealth Management

Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Dogwood Wealth Management from 13F filings

Historical chart of Dogwood Wealth Management investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan Companies held by Dogwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marsh & McLennan Companies by Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $32k 159 201.53
2025-06-30 $395k 1.9k 213.20
2025-03-31 $719k 2.9k 244.04
2024-12-31 $550k 2.6k 212.37
2024-09-30 $506k 2.3k 223.08
2024-06-30 $205k 972 210.62
2024-03-31 $103k 502 205.85
2023-12-31 $76k 403 189.49