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Marsh & McLennan Companies shares owned by PDS Planning

Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by PDS Planning from 13F filings

Historical chart of PDS Planning investment in Marsh & McLennan Companies

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All positions including Marsh & McLennan Companies held by PDS Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marsh & McLennan Companies by PDS Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $841k 4.2k 201.55
2025-06-30 $1.0M 4.7k 218.63
2025-03-31 $794k 3.3k 244.04
2024-12-31 $635k 3.0k 212.44
2024-09-30 $577k 2.6k 223.09
2024-03-31 $523k 2.5k 205.98
2023-12-31 $415k 2.2k 189.47
2023-09-30 $421k 2.2k 190.30
2023-06-30 $405k 2.2k 188.08
2023-03-31 $319k 1.9k 166.55
2022-12-31 $229k 1.4k 165.48