Marsh & McLennan Companies shares owned by Powell Investment Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Powell Investment Advisors
from 13F filings
Historical chart of Powell Investment Advisors investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by Powell Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Marsh & McLennan Companies by Powell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $526k | 2.4k | 223.09 |
| 2024-06-30 | $497k | 2.4k | 210.72 |
| 2024-03-31 | $486k | 2.4k | 205.98 |
| 2023-12-31 | $447k | 2.4k | 189.47 |
| 2023-09-30 | $449k | 2.4k | 190.30 |
| 2023-06-30 | $444k | 2.4k | 188.08 |
| 2023-03-31 | $393k | 2.4k | 166.55 |
| 2022-12-31 | $390k | 2.4k | 165.48 |
| 2022-09-30 | $352k | 2.4k | 149.22 |
| 2022-06-30 | $366k | 2.4k | 155.15 |
| 2022-03-31 | $402k | 2.4k | 170.41 |
| 2021-12-31 | $408k | 2.4k | 173.62 |
| 2021-09-30 | $356k | 2.4k | 151.49 |
| 2021-06-30 | $331k | 2.4k | 140.85 |
| 2021-03-31 | $286k | 2.4k | 121.70 |
| 2020-12-31 | $275k | 2.4k | 117.02 |
| 2020-09-30 | $270k | 2.4k | 114.89 |
| 2020-06-30 | $252k | 2.4k | 107.23 |
| 2020-03-31 | $203k | 2.4k | 86.38 |
| 2019-12-31 | $262k | 2.4k | 111.49 |
More positions owned by Powell Investment Advisors
View all positions for Powell Investment Advisors