Marsh & McLennan Companies shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $381k | 1.7k | 223.09 |
| 2024-06-30 | $365k | 1.7k | 210.72 |
| 2024-03-31 | $377k | 1.8k | 205.99 |
| 2023-12-31 | $347k | 1.8k | 189.49 |
| 2023-09-30 | $348k | 1.8k | 190.32 |
| 2023-06-30 | $346k | 1.8k | 188.10 |
| 2023-03-31 | $310k | 1.9k | 166.59 |
| 2022-12-31 | $307k | 1.9k | 165.44 |
| 2022-09-30 | $278k | 1.9k | 149.30 |
| 2022-06-30 | $288k | 1.9k | 154.84 |
| 2022-03-31 | $316k | 1.9k | 170.08 |
| 2021-12-31 | $321k | 1.9k | 173.33 |
| 2021-09-30 | $279k | 1.8k | 151.06 |
| 2021-06-30 | $258k | 1.8k | 140.37 |
| 2021-03-31 | $219k | 1.8k | 121.73 |
| 2020-12-31 | $195k | 1.7k | 112.20 |