Marsh & McLennan Companies shares owned by Fiduciary Planning
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Fiduciary Planning
from 13F filings
Historical chart of Fiduciary Planning investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Fiduciary Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $211k | 965 | 218.67 |
| 2025-03-31 | $235k | 962 | 243.95 |
| 2024-12-31 | $204k | 958 | 212.49 |
| 2024-09-30 | $212k | 949 | 223.06 |
| 2021-03-31 | $105k | 865 | 121.39 |
| 2020-12-31 | $101k | 862 | 117.17 |
| 2020-09-30 | $98k | 858 | 114.22 |