Marsh & McLennan Companies shares owned by Marshall Financial Group
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by Marshall Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Marsh & McLennan Companies by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $853k | 4.2k | 201.54 |
| 2025-06-30 | $841k | 3.9k | 213.16 |
| 2024-09-30 | $1.1M | 4.8k | 223.09 |
| 2024-06-30 | $1.0M | 4.7k | 210.72 |
| 2024-03-31 | $912k | 4.4k | 205.98 |
| 2023-12-31 | $757k | 4.0k | 189.47 |
| 2022-12-31 | $951k | 5.7k | 165.48 |
| 2022-09-30 | $773k | 5.2k | 149.23 |
| 2022-06-30 | $799k | 5.1k | 155.18 |