Marsh & McLennan Companies shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth Advisors investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by TCI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Marsh & McLennan Companies by TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $321k | 1.6k | 201.53 |
| 2025-06-30 | $347k | 1.6k | 218.64 |
| 2025-03-31 | $392k | 1.6k | 244.03 |
| 2024-12-31 | $337k | 1.6k | 212.41 |
| 2024-09-30 | $413k | 1.9k | 223.09 |
| 2024-06-30 | $336k | 1.6k | 210.72 |
| 2023-03-31 | $58k | 348 | 166.55 |
| 2022-12-31 | $58k | 348 | 165.48 |
| 2022-09-30 | $54k | 360 | 150.00 |
| 2022-06-30 | $58k | 372 | 155.91 |
| 2022-03-31 | $29k | 172 | 168.60 |
| 2021-12-31 | $32k | 185 | 172.97 |
| 2021-09-30 | $26k | 172 | 151.16 |
| 2021-06-30 | $20k | 145 | 137.93 |
| 2021-03-31 | $16k | 133 | 120.30 |
| 2020-12-31 | $8.0k | 67 | 119.40 |
| 2020-09-30 | $8.0k | 67 | 119.40 |
| 2020-06-30 | $7.0k | 67 | 104.48 |
| 2020-03-31 | $9.0k | 101 | 89.11 |
| 2019-12-31 | $13k | 117 | 111.11 |
| 2019-09-30 | $8.0k | 80 | 100.00 |
| 2019-06-30 | $9.0k | 86 | 104.65 |
| 2019-03-31 | $54k | 573 | 94.24 |
| 2018-12-31 | $88k | 1.1k | 79.85 |
| 2018-09-30 | $93k | 1.1k | 82.59 |
| 2018-06-30 | $96k | 1.2k | 81.70 |
| 2018-03-31 | $83k | 1.0k | 82.26 |
| 2017-12-31 | $82k | 1.0k | 81.43 |
| 2017-09-30 | $45k | 531 | 84.75 |
| 2017-06-30 | $41k | 531 | 77.21 |
| 2017-03-31 | $36k | 486 | 74.07 |
| 2016-12-31 | $33k | 486 | 67.90 |
| 2012-12-31 | $5.0k | 159 | 31.45 |