Marsh & McLennan Companies shares owned by KCS Wealth Advisory
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by KCS Wealth Advisory
from 13F filings
Historical chart of KCS Wealth Advisory investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by KCS Wealth Advisory 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 KCS Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $931k | 4.9k | 190.30 |
| 2023-06-30 | $1.1M | 5.7k | 188.08 |
| 2023-03-31 | $978k | 5.9k | 166.55 |
| 2022-12-31 | $1.1M | 6.6k | 165.48 |
| 2022-09-30 | $1.1M | 7.2k | 149.34 |
| 2022-06-30 | $2.0M | 13k | 155.21 |
| 2022-03-31 | $2.6M | 15k | 170.42 |
| 2021-12-31 | $2.5M | 15k | 173.80 |
| 2021-09-30 | $2.3M | 15k | 151.40 |
| 2021-06-30 | $2.1M | 15k | 140.67 |
| 2021-03-31 | $1.7M | 14k | 121.82 |
| 2020-12-31 | $1.5M | 13k | 116.96 |
| 2020-09-30 | $1.4M | 13k | 114.68 |
| 2020-06-30 | $1.3M | 13k | 107.35 |
| 2020-03-31 | $971k | 11k | 86.45 |
| 2019-12-31 | $1.1M | 9.6k | 111.40 |
| 2019-09-30 | $965k | 9.6k | 100.05 |
| 2019-06-30 | $914k | 9.2k | 99.73 |
| 2019-03-31 | $818k | 8.7k | 93.86 |
| 2018-12-31 | $624k | 7.8k | 79.74 |
| 2018-09-30 | $581k | 7.0k | 82.68 |
| 2018-06-30 | $466k | 5.7k | 81.96 |
| 2018-03-31 | $458k | 5.6k | 82.51 |
| 2017-12-31 | $404k | 5.0k | 81.35 |