Marsh & McLennan Companies shares owned by Dynasty Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Dynasty Wealth Management
from 13F filings
Historical chart of Dynasty Wealth Management investment in Marsh & McLennan Companies
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All positions including Marsh & McLennan Companies held by Dynasty Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Marsh & McLennan Companies by Dynasty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 7.4k | 201.54 |
| 2025-06-30 | $3.1M | 14k | 218.64 |
| 2025-03-31 | $3.2M | 13k | 244.03 |
| 2024-12-31 | $2.9M | 14k | 212.42 |
| 2024-09-30 | $2.9M | 13k | 223.08 |
| 2024-06-30 | $2.7M | 13k | 210.71 |
| 2024-03-31 | $2.6M | 12k | 205.97 |