Marsh & McLennan Companies shares owned by Summit Financial
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 13k | 223.10 |
| 2024-06-30 | $2.6M | 12k | 210.71 |
| 2024-03-31 | $1.5M | 7.2k | 205.97 |
| 2023-12-31 | $1.4M | 7.4k | 189.48 |
| 2023-09-30 | $1.4M | 7.3k | 190.31 |
| 2023-06-30 | $1.4M | 7.5k | 188.08 |
| 2023-03-31 | $1.3M | 7.7k | 166.56 |
| 2022-12-31 | $1.3M | 7.6k | 165.48 |
| 2022-09-30 | $1.2M | 8.0k | 149.29 |
| 2022-06-30 | $1.1M | 6.8k | 155.25 |
| 2022-03-31 | $1.2M | 6.9k | 170.42 |
| 2021-12-31 | $998k | 5.7k | 173.82 |
| 2021-09-30 | $597k | 3.9k | 151.43 |
| 2021-06-30 | $266k | 1.9k | 140.68 |