Marsh & McLennan Companies shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors investment in Marsh & McLennan Companies
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All positions including Marsh & McLennan Companies held by Trifecta Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Marsh & McLennan Companies by Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $58k | 289 | 201.53 |
| 2025-06-30 | $63k | 289 | 218.64 |
| 2025-03-31 | $71k | 289 | 244.03 |
| 2024-12-31 | $61k | 289 | 212.41 |
| 2024-09-30 | $65k | 289 | 223.09 |
| 2024-06-30 | $74k | 350 | 210.72 |
| 2024-03-31 | $60k | 289 | 205.98 |
| 2023-12-31 | $55k | 289 | 189.47 |
| 2023-09-30 | $55k | 289 | 190.30 |
| 2023-06-30 | $26k | 139 | 188.09 |
| 2023-03-31 | $23k | 139 | 166.55 |
| 2022-12-31 | $23k | 139 | 165.48 |