Marsh & McLennan Companies shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 23k | 201.53 |
| 2025-06-30 | $4.7M | 22k | 218.64 |
| 2025-03-31 | $2.1M | 8.8k | 244.02 |
| 2024-12-31 | $1.9M | 9.1k | 212.41 |
| 2024-09-30 | $2.0M | 9.0k | 223.09 |
| 2024-06-30 | $1.9M | 9.0k | 210.72 |
| 2024-03-31 | $1.9M | 9.2k | 205.98 |
| 2023-12-31 | $1.8M | 9.2k | 189.47 |
| 2023-09-30 | $1.8M | 9.5k | 190.30 |
| 2023-06-30 | $1.8M | 9.6k | 188.08 |
| 2023-03-31 | $1.6M | 9.6k | 166.55 |
| 2022-12-31 | $1.6M | 9.8k | 165.47 |
| 2022-09-30 | $1.4M | 9.2k | 149.30 |
| 2022-06-30 | $1.5M | 9.8k | 155.25 |
| 2022-03-31 | $1.4M | 8.4k | 170.42 |
| 2021-12-31 | $1.5M | 8.8k | 173.82 |
| 2021-09-30 | $1.3M | 8.6k | 151.43 |
| 2021-06-30 | $1.2M | 8.6k | 140.68 |
| 2021-03-31 | $995k | 8.2k | 121.80 |
| 2020-12-31 | $946k | 8.1k | 117.01 |
| 2018-06-30 | $33k | 18k | 1.80 |
| 2017-12-31 | $0 | 6 | 0.00 |
More positions owned by Moneta Group Investment Advisors
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