Marsh & McLennan Companies shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $885k | 4.0k | 223.08 |
| 2024-06-30 | $831k | 3.9k | 210.70 |
| 2024-03-31 | $891k | 4.3k | 205.99 |
| 2023-12-31 | $817k | 4.3k | 189.47 |
| 2023-09-30 | $949k | 5.0k | 190.30 |
| 2023-06-30 | $952k | 5.1k | 188.08 |
| 2023-03-31 | $926k | 5.6k | 166.55 |
| 2022-12-31 | $918k | 5.5k | 165.48 |
| 2022-09-30 | $846k | 5.6k | 151.99 |
| 2022-06-30 | $760k | 4.9k | 155.29 |
| 2022-03-31 | $833k | 4.9k | 170.35 |
| 2021-12-31 | $839k | 4.8k | 173.85 |
| 2021-09-30 | $731k | 4.8k | 151.47 |
| 2021-06-30 | $685k | 4.9k | 140.63 |
| 2021-03-31 | $561k | 4.6k | 121.88 |
| 2020-12-31 | $554k | 4.7k | 116.93 |
| 2020-09-30 | $543k | 4.7k | 114.61 |
| 2020-06-30 | $509k | 4.7k | 107.43 |
| 2020-03-31 | $410k | 4.7k | 86.53 |
| 2019-12-31 | $633k | 5.7k | 111.42 |
| 2019-09-30 | $567k | 5.7k | 100.02 |
| 2019-06-30 | $579k | 5.7k | 102.37 |
| 2019-03-31 | $530k | 5.6k | 93.91 |
| 2018-12-31 | $233k | 2.9k | 79.63 |
| 2018-09-30 | $245k | 2.9k | 84.34 |
| 2018-06-30 | $238k | 2.9k | 81.93 |
| 2018-03-31 | $240k | 2.9k | 82.62 |
| 2017-12-31 | $236k | 2.9k | 81.24 |
| 2017-09-30 | $243k | 2.9k | 83.65 |
| 2017-06-30 | $226k | 2.9k | 77.80 |
| 2013-03-31 | $5.0k | 135 | 37.04 |