Marsh & McLennan Companies shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $65k | 324 | 201.48 |
| 2025-06-30 | $74k | 337 | 218.59 |
| 2025-03-31 | $82k | 337 | 243.98 |
| 2024-12-31 | $84k | 394 | 212.37 |
| 2024-09-30 | $87k | 388 | 223.05 |
| 2024-06-30 | $72k | 341 | 210.67 |
| 2024-03-31 | $70k | 341 | 205.94 |
| 2023-12-31 | $70k | 367 | 189.43 |
| 2023-09-30 | $2.5M | 13k | 190.30 |
| 2023-06-30 | $2.4M | 13k | 188.08 |
| 2023-03-31 | $2.2M | 13k | 166.55 |
| 2022-12-31 | $2.2M | 13k | 165.48 |
| 2022-09-30 | $1.9M | 13k | 149.29 |
| 2022-06-30 | $2.0M | 13k | 155.26 |
| 2022-03-31 | $2.2M | 13k | 170.44 |
| 2021-12-31 | $2.2M | 13k | 173.82 |
| 2021-09-30 | $2.0M | 13k | 151.43 |
| 2021-06-30 | $2.1M | 15k | 140.68 |
| 2021-03-31 | $2.0M | 16k | 121.80 |
| 2020-12-31 | $1.9M | 16k | 117.01 |
| 2020-09-30 | $1.6M | 14k | 114.70 |
| 2020-06-30 | $1.5M | 400 | 3715.00 |
| 2020-03-31 | $1.2M | 14k | 86.46 |
| 2019-12-31 | $1.5M | 14k | 111.41 |
| 2019-09-30 | $1.4M | 14k | 100.00 |
| 2019-06-30 | $1.4M | 14k | 99.75 |
| 2019-03-31 | $116k | 1.2k | 93.89 |
| 2018-12-31 | $98k | 1.2k | 79.74 |
| 2018-09-30 | $101k | 1.2k | 82.18 |