Marsh & McLennan Companies shares owned by JGP Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 5.2k | 199.56 |
| 2025-06-30 | $1.1M | 5.0k | 218.62 |
| 2025-03-31 | $1.2M | 5.0k | 244.05 |
| 2024-12-31 | $1.0M | 4.9k | 212.43 |
| 2024-09-30 | $1.1M | 4.8k | 223.10 |
| 2024-06-30 | $949k | 4.5k | 210.73 |
| 2024-03-31 | $892k | 4.3k | 205.98 |
| 2023-12-31 | $848k | 4.5k | 189.47 |
| 2023-09-30 | $867k | 4.6k | 190.30 |
| 2023-06-30 | $867k | 4.6k | 188.08 |
| 2023-03-31 | $782k | 4.7k | 166.55 |
| 2022-12-31 | $773k | 4.7k | 165.48 |
| 2022-09-30 | $712k | 4.7k | 152.20 |
| 2022-06-30 | $755k | 4.8k | 157.69 |
| 2022-03-31 | $836k | 4.8k | 172.62 |
| 2021-12-31 | $889k | 5.4k | 164.75 |
| 2021-09-30 | $671k | 4.4k | 151.36 |
| 2021-06-30 | $575k | 4.1k | 140.69 |
| 2021-03-31 | $412k | 3.4k | 121.71 |
| 2020-12-31 | $357k | 3.2k | 111.60 |
| 2020-09-30 | $296k | 2.6k | 114.73 |
| 2020-06-30 | $227k | 2.1k | 108.93 |