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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

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All positions including Marsh & McLennan Companies held by Heron Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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