Marsh & McLennan Companies shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $474k | 2.4k | 201.56 |
| 2025-06-30 | $310k | 1.4k | 218.67 |
| 2025-03-31 | $303k | 1.2k | 244.03 |
| 2024-12-31 | $245k | 1.2k | 212.35 |
| 2024-09-30 | $255k | 1.1k | 223.16 |
| 2024-06-30 | $229k | 1.1k | 210.80 |
| 2024-03-31 | $205k | 993 | 206.03 |
More positions owned by Soltis Investment Advisors
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