Marsh & McLennan Companies shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 10k | 223.09 |
| 2024-06-30 | $2.1M | 10k | 210.72 |
| 2024-03-31 | $1.8M | 8.8k | 205.98 |
| 2023-09-30 | $1.5M | 7.7k | 190.30 |
| 2023-06-30 | $1.6M | 8.5k | 188.08 |
| 2023-03-31 | $1.4M | 8.4k | 166.55 |
| 2022-12-31 | $1.4M | 8.4k | 165.48 |
| 2022-09-30 | $1.2M | 7.9k | 148.98 |
| 2022-06-30 | $1.2M | 7.9k | 155.41 |
| 2022-03-31 | $1.4M | 7.9k | 170.43 |
| 2021-12-31 | $1.4M | 7.9k | 173.86 |
| 2021-09-30 | $1.2M | 7.9k | 151.43 |
| 2021-06-30 | $1.2M | 8.4k | 140.71 |
| 2021-03-31 | $1.1M | 8.8k | 121.86 |
| 2020-12-31 | $1.0M | 8.9k | 116.83 |
| 2020-09-30 | $1.0M | 9.1k | 114.71 |
| 2020-06-30 | $932k | 8.7k | 107.43 |
| 2020-03-31 | $823k | 9.5k | 86.48 |
| 2019-12-31 | $983k | 8.8k | 111.48 |
| 2019-09-30 | $872k | 8.7k | 100.00 |
| 2019-06-30 | $939k | 9.4k | 99.71 |
| 2019-03-31 | $885k | 9.4k | 94.03 |
| 2018-12-31 | $685k | 8.6k | 79.71 |
| 2018-09-30 | $579k | 7.0k | 82.71 |
| 2018-06-30 | $574k | 7.0k | 82.00 |
| 2018-03-31 | $748k | 9.0k | 82.68 |
| 2017-12-31 | $737k | 9.0k | 81.43 |
| 2017-09-30 | $757k | 9.0k | 83.66 |
| 2017-06-30 | $695k | 8.9k | 78.00 |
| 2017-03-31 | $658k | 8.9k | 73.86 |
| 2016-12-31 | $604k | 8.9k | 67.55 |
| 2016-09-30 | $570k | 8.5k | 67.29 |
| 2016-06-30 | $448k | 7.1k | 63.49 |
| 2016-03-31 | $430k | 7.1k | 60.86 |
| 2015-12-31 | $392k | 7.1k | 55.43 |
| 2015-09-30 | $366k | 7.0k | 52.29 |
| 2015-06-30 | $397k | 7.0k | 56.71 |
| 2015-03-31 | $393k | 7.0k | 56.14 |
| 2014-12-31 | $399k | 7.1k | 56.60 |
| 2014-09-30 | $366k | 7.0k | 52.29 |
| 2014-06-30 | $363k | 7.0k | 51.86 |
| 2014-03-31 | $357k | 7.2k | 49.29 |
| 2013-12-31 | $351k | 7.2k | 48.43 |
| 2013-09-30 | $315k | 7.2k | 43.57 |
| 2013-06-30 | $279k | 7.0k | 39.86 |
| 2013-03-31 | $266k | 7.0k | 38.00 |
| 2012-09-30 | $0 | 7.3k | 0.00 |
| 2012-03-31 | $0 | 7.3k | 0.00 |
| 2011-12-31 | $226k | 7.1k | 31.89 |
| 2011-09-30 | $194k | 7.1k | 27.30 |
| 2011-06-30 | $177k | 7.1k | 25.00 |
| 2011-03-31 | $211k | 7.0k | 30.10 |
| 2010-12-31 | $288 | 10 | 28.80 |
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