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Marsh & McLennan Companies shares owned by Merit Financial Group

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

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

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan Companies held by Merit 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 Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.4M 24k 185.58
2025-09-30 $4.5M 23k 201.48
2025-06-30 $4.6M 21k 218.64
2025-03-31 $4.9M 20k 244.04
2024-12-31 $3.7M 17k 212.41
2024-09-30 $2.0M 8.9k 223.09
2024-03-31 $2.7M 14k 199.27
2023-12-31 $1.4M 7.1k 189.48
2023-09-30 $1.7M 9.1k 190.30
2023-06-30 $1.1M 5.9k 188.07
2023-03-31 $731k 4.4k 166.55
2022-12-31 $524k 3.2k 165.48
2022-06-30 $487k 3.1k 155.15