Marsh & McLennan Companies shares owned by Talisman Wealth Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Talisman Wealth Advisors
from 13F filings
Historical chart of Talisman Wealth Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Talisman Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $413k | 2.0k | 201.58 |
| 2025-06-30 | $448k | 2.0k | 218.68 |
| 2025-03-31 | $512k | 2.1k | 244.06 |
| 2024-12-31 | $466k | 2.2k | 212.43 |
| 2024-09-30 | $500k | 2.2k | 223.95 |
| 2024-06-30 | $477k | 2.3k | 210.72 |
| 2024-03-31 | $467k | 2.3k | 205.97 |
| 2023-09-30 | $435k | 2.3k | 190.28 |
| 2023-06-30 | $431k | 2.3k | 188.05 |
| 2023-03-31 | $381k | 2.3k | 166.30 |
| 2022-12-31 | $300k | 1.8k | 165.75 |