Marsh & McLennan Companies shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Marsh & McLennan Companies
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All positions including Marsh & McLennan Companies held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Marsh & McLennan Companies by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 6.0k | 201.52 |
| 2025-06-30 | $1.3M | 5.9k | 218.64 |
| 2025-03-31 | $1.4M | 5.7k | 244.03 |
| 2024-12-31 | $1.1M | 5.0k | 212.42 |
| 2024-09-30 | $1.1M | 4.7k | 223.09 |
| 2024-06-30 | $1.0M | 4.7k | 222.59 |
| 2024-03-31 | $798k | 4.2k | 189.47 |
| 2023-12-31 | $798k | 4.2k | 189.47 |
| 2023-09-30 | $780k | 4.1k | 190.29 |
| 2023-06-30 | $785k | 4.2k | 188.06 |
| 2023-03-31 | $752k | 4.5k | 166.47 |
| 2022-12-31 | $770k | 4.7k | 165.48 |
| 2022-09-30 | $948k | 6.3k | 151.52 |
| 2022-06-30 | $1.1M | 7.2k | 155.35 |
| 2022-03-31 | $1.1M | 5.8k | 181.82 |
| 2021-12-31 | $517k | 2.9k | 176.06 |
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