Marsh & McLennan Companies shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $266k | 1.3k | 199.57 |
| 2025-06-30 | $293k | 1.3k | 218.64 |
| 2025-03-31 | $327k | 1.3k | 244.03 |
| 2024-12-31 | $284k | 1.3k | 212.41 |
| 2024-09-30 | $327k | 1.5k | 223.09 |
| 2024-06-30 | $309k | 1.5k | 210.72 |
| 2024-03-31 | $302k | 1.5k | 205.98 |
| 2023-12-31 | $292k | 1.5k | 189.47 |