Marsh & McLennan Companies shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $428k | 2.1k | 201.55 |
| 2025-06-30 | $444k | 2.0k | 218.66 |
| 2025-03-31 | $572k | 2.3k | 244.05 |
| 2024-12-31 | $492k | 2.3k | 212.43 |
| 2024-09-30 | $516k | 2.3k | 223.11 |
| 2024-06-30 | $468k | 2.2k | 210.74 |
| 2024-03-31 | $448k | 2.2k | 206.00 |
| 2023-12-31 | $374k | 2.0k | 189.49 |
| 2023-09-30 | $367k | 1.9k | 190.31 |
| 2023-06-30 | $339k | 1.8k | 188.09 |
| 2023-03-31 | $274k | 1.6k | 166.56 |
| 2022-12-31 | $278k | 1.7k | 165.49 |
| 2022-09-30 | $218k | 1.5k | 149.01 |
| 2022-06-30 | $209k | 1.3k | 155.39 |
| 2019-03-31 | $37k | 389 | 95.12 |
| 2018-12-31 | $22k | 279 | 78.85 |
| 2018-09-30 | $10k | 129 | 77.52 |
| 2018-06-30 | $5.0k | 61 | 81.97 |
| 2018-03-31 | $3.0k | 43 | 69.77 |
| 2017-12-31 | $3.0k | 43 | 69.77 |