Marsh & McLennan Companies shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Personal Cfo Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $560k | 2.8k | 201.56 |
| 2025-06-30 | $749k | 3.4k | 218.66 |
| 2025-03-31 | $898k | 3.7k | 244.05 |
| 2024-12-31 | $778k | 3.7k | 212.39 |
| 2024-09-30 | $868k | 3.9k | 223.07 |
| 2024-06-30 | $840k | 4.0k | 210.70 |
| 2024-03-31 | $1.1M | 5.3k | 205.98 |
| 2023-09-30 | $800k | 4.2k | 190.31 |
| 2023-06-30 | $246k | 1.3k | 188.04 |
| 2023-03-31 | $574k | 3.4k | 166.56 |
| 2022-12-31 | $555k | 3.4k | 165.48 |
| 2022-09-30 | $487k | 3.3k | 149.34 |
| 2022-06-30 | $503k | 3.2k | 155.29 |
| 2022-03-31 | $554k | 3.3k | 170.41 |
| 2021-12-31 | $552k | 3.2k | 173.80 |
| 2021-09-30 | $474k | 3.1k | 151.44 |
| 2021-06-30 | $441k | 3.1k | 140.54 |