Marsh & McLennan Companies shares owned by True Wealth Design
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $100k | 497 | 201.61 |
| 2025-06-30 | $8.1k | 37 | 219.78 |
| 2025-03-31 | $10k | 42 | 245.14 |
| 2024-12-31 | $5.4k | 25 | 214.04 |
| 2024-09-30 | $15k | 65 | 223.09 |
| 2024-06-30 | $18k | 85 | 210.73 |
| 2024-03-31 | $18k | 85 | 205.99 |
| 2023-12-31 | $16k | 85 | 189.47 |
| 2023-09-30 | $150k | 788 | 190.30 |
| 2023-06-30 | $148k | 788 | 188.08 |
| 2023-03-31 | $134k | 803 | 166.55 |
| 2022-12-31 | $130k | 788 | 165.48 |