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Marsh & McLennan Companies shares owned by Univest National Bank and Trust

Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Univest National Bank and Trust from 13F filings

Historical chart of Univest National Bank and Trust investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan Companies held by Univest National Bank and Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marsh & McLennan Companies by Univest National Bank and Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 17k 201.53
2025-06-30 $1.7M 7.6k 218.65
2025-03-31 $2.1M 8.7k 244.02
2024-12-31 $1.9M 8.9k 212.41
2024-09-30 $2.1M 9.3k 223.10