Marsh & McLennan Companies shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8k | 24 | 201.54 |
| 2025-06-30 | $5.2k | 24 | 218.63 |
| 2025-03-31 | $5.9k | 24 | 244.04 |
| 2024-12-31 | $5.1k | 24 | 212.42 |
| 2024-09-30 | $5.4k | 24 | 223.08 |
| 2024-06-30 | $5.1k | 24 | 210.71 |
| 2024-03-31 | $4.9k | 24 | 206.00 |
| 2023-12-31 | $8.9k | 47 | 189.47 |
| 2023-09-30 | $4.8k | 25 | 190.32 |
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