Marsh & McLennan Companies shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Marsh & McLennan Companies by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 6.7k | 201.54 |
| 2025-06-30 | $3.0M | 14k | 218.63 |
| 2025-03-31 | $1.7M | 7.1k | 244.02 |
| 2024-12-31 | $303k | 1.4k | 212.48 |
| 2024-09-30 | $265k | 1.2k | 223.15 |
| 2024-06-30 | $6.6M | 31k | 210.72 |
| 2024-03-31 | $6.2M | 30k | 205.98 |