Marsh & McLennan Companies shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 7.0k | 223.09 |
| 2024-06-30 | $1.2M | 5.5k | 210.71 |
| 2024-03-31 | $922k | 4.5k | 205.98 |
| 2023-12-31 | $640k | 3.4k | 189.47 |
| 2023-09-30 | $733k | 3.9k | 190.30 |
| 2023-06-30 | $669k | 3.6k | 188.08 |
| 2023-03-31 | $326k | 2.0k | 166.55 |
| 2022-12-31 | $216k | 1.3k | 165.48 |
| 2018-03-31 | $246k | 4.8k | 50.88 |
| 2017-12-31 | $355k | 4.3k | 82.65 |