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