Marsh & McLennan Companies shares owned by Smith & Howard Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Smith & Howard Wealth Management
from 13F filings
Historical chart of Smith & Howard Wealth Management investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by Smith & Howard Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Marsh & McLennan Companies by Smith & Howard Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $469k | 2.1k | 223.09 |
| 2024-06-30 | $443k | 2.1k | 210.72 |
| 2024-03-31 | $433k | 2.1k | 205.98 |
| 2023-12-31 | $398k | 2.1k | 189.47 |
| 2023-09-30 | $400k | 2.1k | 190.30 |
| 2023-06-30 | $412k | 2.2k | 188.08 |
| 2023-03-31 | $365k | 2.2k | 166.55 |
| 2022-12-31 | $362k | 2.2k | 165.48 |
| 2022-09-30 | $327k | 2.2k | 149.32 |
| 2022-06-30 | $340k | 2.2k | 155.25 |
| 2022-03-31 | $373k | 2.2k | 170.32 |
| 2021-12-31 | $381k | 2.2k | 173.97 |
| 2021-09-30 | $332k | 2.2k | 151.60 |
| 2021-06-30 | $308k | 2.2k | 140.64 |
| 2021-03-31 | $267k | 2.2k | 121.92 |
| 2020-12-31 | $256k | 2.2k | 116.90 |
| 2020-09-30 | $251k | 2.2k | 114.61 |
| 2020-06-30 | $235k | 2.2k | 107.31 |
| 2019-12-31 | $244k | 2.2k | 111.42 |
| 2019-09-30 | $219k | 2.2k | 100.00 |
More positions owned by Smith & Howard Wealth Management
View all positions for Smith & Howard Wealth Management