Marsh & McLennan Companies shares owned by Stokes Capital Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Stokes Capital Advisors
from 13F filings
Historical chart of Stokes Capital Advisors investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by Stokes Capital Advisors 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 Stokes Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $8.1M | 38k | 212.41 |
| 2024-09-30 | $8.3M | 37k | 223.09 |
| 2024-06-30 | $7.9M | 37k | 210.72 |
| 2024-03-31 | $7.3M | 35k | 205.98 |
| 2023-12-31 | $6.6M | 35k | 189.47 |
| 2023-09-30 | $6.2M | 32k | 190.30 |
| 2023-06-30 | $6.2M | 33k | 188.08 |
| 2023-03-31 | $5.5M | 33k | 166.55 |
| 2022-12-31 | $5.5M | 33k | 165.48 |
| 2022-09-30 | $4.8M | 32k | 149.30 |
| 2022-06-30 | $5.0M | 32k | 155.26 |
| 2022-03-31 | $5.3M | 31k | 170.41 |
| 2021-12-31 | $5.3M | 30k | 173.82 |
| 2021-09-30 | $4.7M | 31k | 151.43 |
| 2021-06-30 | $4.5M | 32k | 140.67 |
| 2021-03-31 | $3.9M | 32k | 121.80 |
| 2020-12-31 | $3.6M | 31k | 116.99 |
| 2020-09-30 | $3.3M | 29k | 114.69 |
| 2020-06-30 | $3.0M | 28k | 107.37 |
| 2020-03-31 | $2.4M | 28k | 86.47 |
| 2019-12-31 | $3.2M | 29k | 111.42 |
| 2019-09-30 | $2.9M | 29k | 100.05 |
| 2019-06-30 | $2.9M | 29k | 99.76 |
| 2019-03-31 | $2.7M | 29k | 93.92 |
| 2018-12-31 | $2.3M | 29k | 79.75 |
| 2018-09-30 | $2.2M | 27k | 82.73 |
| 2018-06-30 | $2.2M | 27k | 81.98 |
| 2018-03-31 | $2.1M | 26k | 82.60 |
| 2017-12-31 | $2.0M | 25k | 81.40 |