Marsh & McLennan Companies shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 8.3k | 223.10 |
| 2024-06-30 | $1.8M | 8.4k | 210.72 |
| 2024-03-31 | $2.0M | 9.8k | 205.98 |
| 2023-12-31 | $1.8M | 9.7k | 189.47 |
| 2023-09-30 | $1.8M | 9.3k | 190.31 |
| 2023-06-30 | $1.7M | 9.2k | 188.08 |
| 2023-03-31 | $1.5M | 9.1k | 166.54 |
| 2022-12-31 | $1.5M | 9.0k | 165.48 |
| 2022-09-30 | $1.3M | 9.0k | 149.30 |
| 2022-06-30 | $1.4M | 9.0k | 155.22 |
| 2022-03-31 | $1.4M | 8.1k | 170.41 |
| 2021-12-31 | $1.3M | 7.5k | 173.83 |
| 2021-09-30 | $1.1M | 7.2k | 151.47 |
| 2021-06-30 | $1.0M | 7.4k | 140.74 |
| 2021-03-31 | $915k | 7.5k | 121.82 |
| 2020-12-31 | $780k | 6.7k | 117.05 |
| 2020-09-30 | $592k | 5.2k | 114.80 |
| 2020-06-30 | $533k | 5.0k | 107.42 |
| 2020-03-31 | $404k | 4.7k | 86.44 |
| 2019-12-31 | $523k | 4.7k | 111.42 |
| 2019-09-30 | $458k | 4.6k | 100.00 |
| 2019-06-30 | $476k | 4.8k | 99.73 |
| 2019-03-31 | $453k | 4.8k | 93.85 |
| 2018-12-31 | $363k | 4.6k | 79.71 |
| 2018-09-30 | $362k | 4.4k | 82.67 |
| 2018-06-30 | $303k | 3.7k | 81.91 |
| 2018-03-31 | $268k | 3.2k | 82.56 |
| 2017-12-31 | $248k | 3.0k | 81.55 |
| 2017-09-30 | $258k | 3.1k | 83.90 |
| 2017-06-30 | $203k | 2.6k | 77.99 |