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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All positions including Marsh & McLennan Companies held by Turtle Creek Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Marsh & McLennan Companies by Turtle Creek Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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