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
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by True Wealth Design 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 True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |