Marsh & McLennan Companies shares owned by HB Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 14k | 201.53 |
| 2025-06-30 | $3.1M | 14k | 218.65 |
| 2025-03-31 | $3.9M | 16k | 244.04 |
| 2024-12-31 | $3.0M | 14k | 212.42 |
| 2024-09-30 | $2.8M | 13k | 223.09 |
| 2024-06-30 | $2.6M | 12k | 210.74 |
| 2024-03-31 | $1.9M | 9.2k | 206.00 |
| 2023-12-31 | $1.5M | 8.1k | 189.49 |
| 2023-09-30 | $1.5M | 7.9k | 190.30 |
| 2023-06-30 | $1.2M | 6.5k | 188.08 |
| 2023-03-31 | $949k | 5.7k | 166.55 |
| 2022-12-31 | $939k | 5.7k | 165.48 |
| 2022-09-30 | $678k | 4.5k | 149.31 |
| 2022-06-30 | $575k | 3.7k | 155.28 |
| 2022-03-31 | $747k | 4.4k | 170.39 |
| 2021-12-31 | $591k | 3.4k | 173.72 |
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