Marsh & McLennan Companies shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by Lake Street Advisors Group 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 Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.0M | 4.9k | 210.74 |
| 2023-12-31 | $955k | 5.0k | 189.49 |
| 2021-06-30 | $472k | 3.1k | 150.94 |
| 2021-03-31 | $380k | 3.1k | 121.79 |
| 2020-12-31 | $349k | 3.0k | 116.84 |
| 2020-09-30 | $358k | 3.1k | 114.74 |
| 2020-06-30 | $354k | 3.3k | 107.21 |
| 2020-03-31 | $280k | 3.2k | 86.53 |
| 2019-12-31 | $296k | 2.7k | 111.28 |
| 2019-09-30 | $263k | 2.7k | 99.13 |
| 2019-06-30 | $249k | 2.5k | 99.80 |
| 2019-03-31 | $242k | 2.6k | 93.73 |
| 2018-09-30 | $249k | 3.0k | 82.64 |
| 2018-06-30 | $297k | 3.6k | 82.00 |
| 2018-03-31 | $284k | 3.4k | 82.53 |
| 2017-12-31 | $282k | 3.5k | 81.43 |
More positions owned by Lake Street Advisors Group
View all positions for Lake Street Advisors Group