Marsh & McLennan Companies shares owned by Turtle Creek Wealth Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Turtle Creek Wealth Advisors
from 13F filings
Historical chart of Turtle Creek Wealth Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Turtle Creek Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $686k | 3.4k | 201.53 |
| 2025-06-30 | $457k | 2.1k | 218.64 |
| 2024-09-30 | $414k | 1.9k | 223.09 |
| 2024-06-30 | $380k | 1.8k | 210.72 |
| 2024-03-31 | $338k | 1.6k | 205.98 |
| 2023-12-31 | $87k | 458 | 189.47 |
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