Marsh & McLennan Companies shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 8.2k | 223.09 |
| 2024-06-30 | $1.0M | 4.8k | 210.72 |
| 2024-03-31 | $227k | 1.1k | 205.98 |
| 2023-09-30 | $1.5M | 7.8k | 190.30 |
| 2023-06-30 | $1.5M | 8.0k | 188.08 |
| 2023-03-31 | $1.3M | 7.9k | 166.55 |
| 2022-12-31 | $1.8M | 11k | 165.48 |
| 2022-09-30 | $1.6M | 11k | 149.32 |
| 2022-06-30 | $1.7M | 11k | 155.25 |
| 2022-03-31 | $1.8M | 11k | 170.46 |
| 2021-12-31 | $1.4M | 7.8k | 173.79 |
| 2021-09-30 | $1.2M | 8.0k | 151.42 |
| 2021-06-30 | $1.2M | 8.7k | 140.70 |
| 2021-03-31 | $1.0M | 8.6k | 121.79 |
| 2020-12-31 | $659k | 5.6k | 116.93 |
| 2020-09-30 | $750k | 6.5k | 114.73 |
| 2020-06-30 | $669k | 6.2k | 107.40 |
| 2020-03-31 | $461k | 5.3k | 86.41 |
| 2019-12-31 | $429k | 3.8k | 111.98 |
| 2019-09-30 | $359k | 3.5k | 104.06 |
| 2019-06-30 | $311k | 3.2k | 97.16 |
| 2019-03-31 | $307k | 3.3k | 93.91 |
| 2018-12-31 | $303k | 3.3k | 90.64 |
| 2018-09-30 | $301k | 3.4k | 87.35 |
| 2018-06-30 | $267k | 3.3k | 81.95 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors