Marsh & McLennan Companies shares owned by Gratus Wealth Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Gratus Wealth Advisors
from 13F filings
Historical chart of Gratus Wealth Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Gratus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $392k | 1.9k | 201.53 |
| 2025-06-30 | $426k | 1.9k | 218.64 |
| 2025-03-31 | $475k | 1.9k | 244.03 |
| 2024-12-31 | $438k | 2.1k | 212.41 |
| 2024-09-30 | $453k | 2.1k | 219.78 |
| 2024-06-30 | $447k | 2.1k | 216.75 |
| 2024-03-31 | $434k | 2.1k | 201.73 |
| 2023-12-31 | $407k | 2.1k | 189.47 |