Marsh & McLennan Companies shares owned by Meritas Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Meritas Wealth Management
from 13F filings
Historical chart of Meritas Wealth Management investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by Meritas Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Marsh & McLennan Companies by Meritas Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $596k | 2.8k | 212.41 |
2024-09-30 | $626k | 2.8k | 223.09 |
2024-06-30 | $584k | 2.8k | 210.72 |
2024-03-31 | $571k | 2.8k | 205.98 |
2023-12-31 | $525k | 2.8k | 189.47 |
2023-09-30 | $461k | 2.4k | 190.30 |
2023-06-30 | $455k | 2.4k | 188.08 |
2023-03-31 | $403k | 2.4k | 166.55 |
2022-12-31 | $402k | 2.4k | 165.48 |