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Marsh & McLennan Companies shares owned by Lockerman Financial Group

Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Lockerman Financial Group from 13F filings

Historical chart of Lockerman Financial Group investment in Marsh & McLennan Companies

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

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Quarterly reported holdings in Marsh & McLennan Companies by Lockerman Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $350k 1.7k 201.53
2025-06-30 $354k 1.6k 218.64
2025-03-31 $409k 1.7k 244.03
2024-12-31 $358k 1.7k 212.41
2024-09-30 $366k 1.6k 223.09
2024-06-30 $344k 1.6k 210.72
2024-03-31 $234k 1.1k 205.98