Marsh & McLennan Companies shares owned by Thrive Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Thrive Wealth Management
from 13F filings
Historical chart of Thrive Wealth Management investment in Marsh & McLennan Companies
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All positions including Marsh & McLennan Companies held by Thrive Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Marsh & McLennan Companies by Thrive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $726k | 3.6k | 201.55 |
| 2025-06-30 | $704k | 3.2k | 218.61 |
| 2025-03-31 | $839k | 3.4k | 244.05 |
| 2024-12-31 | $662k | 3.1k | 212.42 |
| 2024-09-30 | $699k | 3.1k | 223.10 |
| 2024-06-30 | $670k | 3.2k | 210.73 |
| 2024-03-31 | $650k | 3.2k | 205.99 |
| 2023-12-31 | $605k | 3.2k | 189.48 |
| 2023-09-30 | $627k | 3.3k | 190.31 |
| 2023-06-30 | $601k | 3.2k | 188.07 |
| 2023-03-31 | $524k | 3.1k | 166.54 |
| 2022-12-31 | $485k | 2.9k | 165.47 |
| 2022-09-30 | $570k | 3.8k | 149.29 |
| 2022-06-30 | $518k | 3.3k | 155.37 |
| 2022-03-31 | $587k | 3.4k | 170.49 |
| 2021-12-31 | $466k | 2.7k | 173.95 |