Marsh & McLennan Companies shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates investment in Marsh & McLennan Companies
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All positions including Marsh & McLennan Companies held by Smith, Salley & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Marsh & McLennan Companies by Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.0M | 5.5k | 185.52 |
| 2025-09-30 | $1.1M | 5.3k | 201.53 |
| 2025-06-30 | $730k | 3.3k | 218.62 |
| 2025-03-31 | $646k | 2.6k | 244.01 |
| 2024-12-31 | $448k | 2.1k | 212.39 |
| 2024-09-30 | $461k | 2.1k | 223.06 |
| 2024-06-30 | $437k | 2.1k | 210.70 |
| 2024-03-31 | $433k | 2.1k | 205.96 |
| 2023-12-31 | $319k | 1.7k | 189.49 |
| 2023-09-30 | $306k | 1.6k | 190.27 |
| 2023-06-30 | $304k | 1.6k | 188.11 |
| 2023-03-31 | $229k | 1.4k | 166.52 |
| 2022-12-31 | $234k | 1.4k | 165.46 |
| 2022-09-30 | $211k | 1.4k | 149.54 |
| 2022-06-30 | $217k | 1.4k | 155.00 |
| 2022-03-31 | $239k | 1.4k | 170.71 |
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