Marsh & McLennan Companies shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $342k | 1.5k | 223.09 |
| 2024-06-30 | $560k | 2.7k | 210.75 |
| 2024-03-31 | $611k | 3.0k | 205.99 |
| 2023-12-31 | $1.8M | 9.6k | 189.47 |
| 2023-09-30 | $1.6M | 8.5k | 190.30 |
| 2023-06-30 | $1.6M | 8.4k | 188.08 |
| 2023-03-31 | $989k | 5.9k | 166.55 |