Marsh & McLennan Companies shares owned by Union Heritage Capital
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Union Heritage Capital
from 13F filings
Historical chart of Union Heritage Capital investment in Marsh & McLennan Companies
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All positions including Marsh & McLennan Companies held by Union Heritage Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Marsh & McLennan Companies by Union Heritage Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.1M | 14k | 223.09 |
| 2024-06-30 | $3.0M | 14k | 210.72 |
| 2024-03-31 | $2.9M | 14k | 205.98 |
| 2023-12-31 | $2.3M | 12k | 189.47 |
| 2023-09-30 | $2.3M | 12k | 190.30 |
| 2023-06-30 | $2.3M | 12k | 188.08 |
| 2023-03-31 | $2.0M | 12k | 166.50 |
| 2022-12-31 | $2.0M | 12k | 165.50 |
| 2022-09-30 | $1.8M | 12k | 149.25 |
| 2022-06-30 | $1.9M | 12k | 155.25 |
| 2022-03-31 | $2.0M | 12k | 170.42 |
| 2021-12-31 | $2.1M | 12k | 173.83 |
| 2021-09-30 | $1.8M | 12k | 151.42 |
| 2021-06-30 | $1.7M | 12k | 140.67 |
| 2021-03-31 | $1.2M | 10k | 121.80 |