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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

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

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Quarterly reported holdings in Marsh & McLennan Companies by Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 4.9k 223.07
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