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Marsh & McLennan Companies shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan Companies held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marsh & McLennan Companies by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 5.2k 201.52
2025-06-30 $859k 3.9k 218.64
2025-03-31 $1.0M 4.2k 244.01
2024-12-31 $993k 4.7k 212.40
2024-09-30 $997k 4.5k 223.08
2024-06-30 $993k 4.7k 210.71
2023-09-30 $859k 4.5k 190.29
2023-03-31 $721k 4.3k 166.55