Marsh & McLennan Companies shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $73k | 355 | 205.98 |
| 2023-12-31 | $84k | 443 | 189.47 |
| 2023-09-30 | $84k | 443 | 190.30 |
| 2023-06-30 | $83k | 443 | 188.08 |
| 2023-03-31 | $82k | 493 | 166.55 |
| 2022-12-31 | $163k | 986 | 165.48 |
| 2022-09-30 | $147k | 986 | 149.09 |
| 2022-06-30 | $153k | 986 | 155.17 |
| 2022-03-31 | $168k | 986 | 170.39 |
| 2021-12-31 | $171k | 986 | 173.43 |
| 2021-09-30 | $149k | 986 | 151.12 |
| 2021-06-30 | $139k | 986 | 140.97 |
| 2021-03-31 | $120k | 986 | 121.70 |
| 2020-12-31 | $115k | 986 | 116.63 |
| 2020-09-30 | $113k | 986 | 114.60 |
| 2020-06-30 | $106k | 986 | 107.51 |
| 2020-03-31 | $85k | 986 | 86.21 |
| 2019-12-31 | $110k | 986 | 111.56 |
| 2019-09-30 | $99k | 986 | 100.41 |
| 2019-06-30 | $98k | 986 | 99.39 |
| 2019-03-31 | $93k | 986 | 94.32 |
| 2018-12-31 | $88k | 986 | 89.25 |