Marsh & McLennan Companies shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Marsh & McLennan Companies by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $741k | 3.9k | 189.46 |
| 2023-09-30 | $1.4M | 7.5k | 190.30 |
| 2023-06-30 | $1.4M | 7.5k | 188.08 |
| 2023-03-31 | $1.2M | 7.4k | 166.54 |
| 2022-12-31 | $1.2M | 7.4k | 165.48 |
| 2022-09-30 | $1.1M | 7.4k | 149.33 |
| 2022-06-30 | $1.2M | 7.4k | 155.29 |
| 2022-03-31 | $1.3M | 7.5k | 170.39 |
| 2021-12-31 | $1.4M | 8.0k | 173.89 |
| 2021-09-30 | $1.2M | 7.9k | 151.38 |
| 2021-06-30 | $1.2M | 8.8k | 140.72 |
| 2021-03-31 | $1.1M | 8.7k | 121.85 |
| 2020-12-31 | $917k | 8.2k | 111.30 |
| 2020-09-30 | $955k | 8.3k | 114.67 |
| 2020-06-30 | $1.1M | 10k | 107.39 |
| 2020-03-31 | $538k | 6.2k | 86.47 |
| 2019-12-31 | $686k | 6.2k | 111.40 |
| 2019-09-30 | $631k | 6.1k | 102.65 |
| 2019-06-30 | $626k | 6.1k | 102.04 |
| 2019-03-31 | $256k | 2.7k | 93.88 |
| 2018-12-31 | $292k | 3.7k | 79.78 |