Marsh & McLennan Companies shares owned by Strategic Wealth Designers
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Strategic Wealth Designers
from 13F filings
Historical chart of Strategic Wealth Designers investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by Strategic Wealth Designers consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Marsh & McLennan Companies by Strategic Wealth Designers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 76k | 201.53 |
| 2025-06-30 | $1.2M | 5.6k | 218.62 |
| 2025-03-31 | $1.3M | 5.3k | 244.04 |
| 2024-12-31 | $13M | 59k | 212.41 |
| 2024-09-30 | $13M | 60k | 222.79 |
| 2024-06-30 | $7.3M | 35k | 210.25 |
| 2023-12-31 | $520k | 2.7k | 189.47 |
More positions owned by Strategic Wealth Designers
View all positions for Strategic Wealth Designers