Marsh & McLennan Companies shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by Icon Wealth Advisors 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 Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 14k | 201.53 |
| 2025-06-30 | $3.0M | 14k | 218.63 |
| 2025-03-31 | $3.4M | 14k | 244.03 |
| 2024-12-31 | $2.7M | 13k | 212.41 |
| 2024-09-30 | $2.8M | 13k | 223.10 |
| 2024-03-31 | $2.5M | 12k | 205.97 |
| 2023-12-31 | $2.5M | 13k | 189.47 |
| 2022-12-31 | $4.3M | 26k | 165.48 |
| 2022-09-30 | $3.9M | 26k | 149.28 |