Marsh & McLennan Companies shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in Marsh & McLennan Companies by Sax Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $204k | 962 | 212.37 |
2024-09-30 | $211k | 944 | 223.05 |