Marsh & McLennan Companies shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $266k | 1.3k | 201.53 |
| 2025-06-30 | $309k | 1.4k | 218.64 |
| 2024-12-31 | $237k | 1.1k | 212.41 |
| 2024-09-30 | $249k | 1.1k | 223.09 |
| 2024-06-30 | $200k | 950 | 210.72 |
| 2020-06-30 | $102k | 950 | 107.37 |