Marsh & McLennan Companies shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in Marsh & McLennan Companies
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All positions including Marsh & McLennan Companies held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Marsh & McLennan Companies by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16k | 78 | 201.53 |
| 2025-06-30 | $17k | 78 | 218.64 |
| 2025-03-31 | $19k | 78 | 244.03 |
| 2024-12-31 | $17k | 78 | 212.41 |
| 2024-09-30 | $11k | 50 | 223.10 |
| 2024-06-30 | $11k | 50 | 210.72 |
| 2024-03-31 | $10k | 50 | 205.98 |
| 2023-12-31 | $9.5k | 50 | 189.48 |
| 2023-09-30 | $12k | 61 | 190.30 |
| 2023-06-30 | $9.5k | 50 | 189.42 |
| 2023-03-31 | $9.0k | 50 | 180.20 |
| 2022-12-31 | $44k | 295 | 149.15 |
| 2022-09-30 | $44k | 295 | 149.15 |
| 2022-06-30 | $46k | 298 | 154.36 |
| 2022-03-31 | $50k | 296 | 168.92 |
| 2021-12-31 | $32k | 184 | 173.91 |
| 2021-09-30 | $8.0k | 50 | 160.00 |
| 2021-03-31 | $6.0k | 50 | 120.00 |