Marsh & McLennan Companies shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $734k | 3.6k | 201.50 |
| 2025-06-30 | $832k | 3.8k | 218.64 |
| 2025-03-31 | $1.1M | 4.4k | 244.03 |
| 2024-12-31 | $949k | 4.5k | 212.41 |
| 2024-09-30 | $1.3M | 5.9k | 223.09 |
| 2024-06-30 | $1.3M | 6.0k | 210.72 |
| 2024-03-31 | $1.3M | 6.1k | 205.98 |
| 2023-12-31 | $1.2M | 6.1k | 189.47 |
| 2023-09-30 | $1.2M | 6.2k | 190.30 |
| 2023-06-30 | $1.2M | 6.3k | 188.08 |
| 2023-03-31 | $1.1M | 6.3k | 166.55 |
| 2022-12-31 | $988k | 6.0k | 165.48 |
| 2022-09-30 | $693k | 4.7k | 146.34 |
| 2022-06-30 | $738k | 4.8k | 155.24 |
| 2022-03-31 | $781k | 4.6k | 170.52 |
| 2021-12-31 | $645k | 3.6k | 179.49 |
| 2021-09-30 | $527k | 3.5k | 151.44 |
| 2021-06-30 | $478k | 3.4k | 140.42 |
| 2021-03-31 | $381k | 3.3k | 115.38 |
| 2020-12-31 | $327k | 2.9k | 111.11 |
| 2020-09-30 | $321k | 3.0k | 107.69 |
| 2020-06-30 | $318k | 3.0k | 106.06 |
| 2020-03-31 | $172k | 2.4k | 71.43 |
| 2019-12-31 | $232k | 2.1k | 111.00 |
| 2019-09-30 | $220k | 2.2k | 99.91 |
| 2018-09-30 | $369k | 4.4k | 82.86 |
| 2018-06-30 | $360k | 4.4k | 81.88 |
| 2018-03-31 | $357k | 4.3k | 82.71 |
| 2017-12-31 | $69k | 856 | 80.92 |
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