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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

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All positions including Marsh & McLennan Companies held by Strategic Wealth Designers consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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