Marsh & McLennan Companies shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Marsh & McLennan Companies by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $373k | 1.9k | 201.53 |
| 2025-06-30 | $405k | 1.9k | 218.64 |
| 2025-03-31 | $452k | 1.9k | 244.03 |
| 2024-12-31 | $393k | 1.9k | 212.41 |
| 2024-09-30 | $413k | 1.9k | 223.09 |
| 2024-06-30 | $396k | 1.9k | 213.92 |
More positions owned by Heritage Wealth Management
View all positions for Heritage Wealth Management