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
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Quarterly reported holdings in Marsh & McLennan Companies by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $468k | 2.8k | 165.48 |
| 2022-09-30 | $206k | 1.4k | 149.49 |
| 2022-06-30 | $214k | 1.4k | 155.25 |
| 2022-03-31 | $235k | 1.4k | 170.54 |
| 2021-09-30 | $229k | 1.5k | 151.76 |
| 2021-06-30 | $191k | 1.4k | 140.54 |
| 2021-03-31 | $172k | 1.4k | 121.64 |
More positions owned by Heritage Wealth Management
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