Marsh & McLennan Companies shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $365k | 1.8k | 201.53 |
| 2025-06-30 | $396k | 1.8k | 218.64 |
| 2025-03-31 | $453k | 1.9k | 244.03 |
| 2024-12-31 | $376k | 1.8k | 212.41 |
| 2024-09-30 | $389k | 1.7k | 223.09 |
| 2024-06-30 | $244k | 1.2k | 210.72 |
| 2024-03-31 | $243k | 1.2k | 205.98 |
| 2023-12-31 | $211k | 1.1k | 189.47 |
| 2023-09-30 | $212k | 1.1k | 190.30 |
| 2023-06-30 | $207k | 1.1k | 188.08 |
| 2022-03-31 | $203k | 1.2k | 170.45 |
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