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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

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Quarterly reported holdings in Marsh & McLennan Companies by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
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