Marsh & McLennan Companies shares owned by Heron Financial Group
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Heron Financial Group
from 13F filings
Historical chart of Heron Financial Group investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by Heron Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Marsh & McLennan Companies by Heron Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $278k | 1.5k | 188.08 |
2023-03-31 | $246k | 1.5k | 166.55 |
2022-12-31 | $234k | 1.4k | 166.14 |
2022-09-30 | $210k | 1.4k | 149.04 |
2022-06-30 | $224k | 1.4k | 155.12 |
2022-03-31 | $246k | 1.4k | 170.36 |
2021-12-31 | $222k | 1.4k | 153.74 |
2021-09-30 | $230k | 1.5k | 151.42 |
2021-06-30 | $214k | 1.5k | 140.88 |