Marsh & McLennan Companies shares owned by Schulz Wealth
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Schulz Wealth
from 13F filings
Historical chart of Schulz Wealth investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by Schulz Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Marsh & McLennan Companies by Schulz Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $229k | 1.1k | 201.53 |
| 2025-06-30 | $248k | 1.1k | 218.64 |
| 2025-03-31 | $277k | 1.1k | 244.03 |
| 2024-12-31 | $241k | 1.1k | 212.41 |
| 2024-09-30 | $253k | 1.1k | 223.09 |
| 2024-06-30 | $239k | 1.1k | 210.72 |
| 2024-03-31 | $234k | 1.1k | 205.98 |
| 2023-12-31 | $215k | 1.1k | 189.47 |