Marsh & McLennan Companies shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $258k | 1.3k | 201.53 |
| 2025-06-30 | $540k | 2.5k | 218.64 |
| 2024-12-31 | $567k | 2.5k | 231.10 |
| 2024-09-30 | $454k | 2.0k | 223.09 |
| 2024-06-30 | $397k | 1.9k | 210.72 |
| 2024-03-31 | $347k | 1.7k | 205.98 |
| 2023-12-31 | $298k | 1.6k | 189.47 |
| 2023-09-30 | $288k | 1.5k | 190.30 |
| 2023-06-30 | $284k | 1.5k | 188.08 |
| 2023-03-31 | $256k | 1.5k | 166.55 |
| 2022-12-31 | $282k | 1.7k | 165.48 |
| 2022-09-30 | $257k | 1.7k | 149.29 |
| 2022-06-30 | $284k | 1.8k | 155.11 |
| 2022-03-31 | $363k | 2.1k | 170.26 |
| 2021-12-31 | $275k | 1.6k | 173.61 |
| 2021-09-30 | $227k | 1.5k | 151.43 |
| 2019-09-30 | $15k | 150 | 100.05 |
| 2019-06-30 | $15k | 150 | 100.00 |