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
Download as csvQuarterly 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 |