Marsh & McLennan Companies shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Marsh & McLennan Companies
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All positions including Marsh & McLennan Companies held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Marsh & McLennan Companies by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $324k | 1.6k | 201.53 |
| 2025-06-30 | $352k | 1.6k | 218.64 |
| 2025-03-31 | $393k | 1.6k | 244.03 |
| 2024-12-31 | $342k | 1.6k | 212.41 |
| 2024-09-30 | $359k | 1.6k | 223.09 |
| 2024-06-30 | $339k | 1.6k | 210.72 |
| 2024-03-31 | $331k | 1.6k | 205.98 |
| 2023-12-31 | $305k | 1.6k | 189.47 |
| 2023-09-30 | $306k | 1.6k | 190.30 |
| 2023-06-30 | $303k | 1.6k | 188.08 |
| 2023-03-31 | $268k | 1.6k | 166.55 |
| 2022-12-31 | $266k | 1.6k | 165.48 |
| 2022-09-30 | $240k | 1.6k | 149.16 |
| 2022-06-30 | $250k | 1.6k | 155.38 |
| 2022-03-31 | $274k | 1.6k | 170.29 |
| 2021-12-31 | $280k | 1.6k | 174.02 |
| 2021-09-30 | $242k | 1.6k | 151.25 |
| 2021-06-30 | $225k | 1.6k | 140.63 |
| 2021-03-31 | $256k | 2.1k | 121.90 |
| 2020-12-31 | $246k | 2.1k | 117.14 |
| 2020-09-30 | $241k | 2.1k | 114.76 |
| 2020-06-30 | $225k | 2.1k | 107.14 |
| 2020-03-31 | $182k | 2.1k | 86.67 |
| 2019-12-31 | $234k | 2.1k | 111.43 |
| 2019-09-30 | $210k | 2.1k | 100.00 |
| 2019-06-30 | $209k | 2.1k | 99.52 |
| 2019-03-31 | $197k | 2.1k | 93.81 |
| 2018-12-31 | $167k | 2.1k | 79.52 |
| 2018-09-30 | $174k | 2.1k | 82.86 |
| 2018-06-30 | $172k | 2.1k | 81.90 |
| 2018-03-31 | $173k | 2.1k | 82.38 |
| 2017-12-31 | $195k | 2.4k | 81.25 |
| 2017-09-30 | $201k | 2.4k | 83.75 |
| 2017-06-30 | $187k | 2.4k | 77.92 |
| 2017-03-31 | $177k | 2.4k | 73.72 |
| 2016-12-31 | $162k | 2.4k | 67.50 |
| 2016-09-30 | $161k | 2.4k | 67.08 |
| 2016-06-30 | $164k | 2.4k | 68.33 |
| 2016-03-31 | $146k | 2.4k | 60.83 |
| 2015-12-31 | $133k | 2.4k | 55.42 |
| 2015-09-30 | $125k | 2.4k | 52.08 |
| 2015-06-30 | $136k | 2.4k | 56.67 |
| 2015-03-31 | $135k | 2.4k | 56.25 |
| 2014-12-31 | $137k | 2.4k | 57.08 |
| 2014-09-30 | $126k | 2.4k | 52.50 |
| 2014-06-30 | $124k | 2.4k | 51.67 |
| 2014-03-31 | $118k | 2.4k | 49.17 |
More positions owned by Mark Sheptoff Financial Planning
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