Marsh & McLennan Companies shares owned by Evernest Financial Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Evernest Financial Advisors
from 13F filings
Historical chart of Evernest Financial Advisors investment in Marsh & McLennan Companies
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All positions including Marsh & McLennan Companies held by Evernest Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Marsh & McLennan Companies by Evernest Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $477k | 2.4k | 201.49 |
| 2025-06-30 | $549k | 2.5k | 218.60 |
| 2025-03-31 | $531k | 2.2k | 244.07 |
| 2024-12-31 | $462k | 2.2k | 212.42 |
| 2024-09-30 | $498k | 2.2k | 223.08 |
| 2024-06-30 | $437k | 2.1k | 210.69 |
| 2024-03-31 | $429k | 2.1k | 202.45 |
| 2023-12-31 | $336k | 1.8k | 189.50 |
More positions owned by Evernest Financial Advisors
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