Marsh & McLennan Companies shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 5.5k | 201.55 |
| 2025-06-30 | $3.8M | 2.6M | 1.46 |
| 2025-03-31 | $1.3M | 5.4k | 244.05 |
| 2024-12-31 | $1.2M | 5.5k | 212.42 |
| 2024-09-30 | $1.2M | 5.4k | 223.08 |
| 2024-06-30 | $1.1M | 5.3k | 210.70 |
| 2024-03-31 | $1.0M | 5.1k | 200.95 |
| 2023-12-31 | $940k | 5.0k | 189.47 |
| 2023-09-30 | $945k | 5.0k | 190.31 |
| 2023-06-30 | $858k | 4.6k | 188.07 |
| 2023-03-31 | $822k | 4.9k | 166.55 |
| 2022-12-31 | $558k | 3.4k | 165.49 |
| 2022-09-30 | $293k | 2.0k | 149.41 |
| 2022-06-30 | $291k | 1.9k | 155.20 |
| 2022-03-31 | $452k | 2.7k | 170.37 |
| 2021-12-31 | $369k | 2.1k | 173.97 |
| 2021-09-30 | $289k | 1.9k | 151.23 |
| 2021-03-31 | $81k | 669 | 121.08 |
| 2020-12-31 | $63k | 542 | 116.24 |
| 2020-09-30 | $64k | 562 | 113.88 |
| 2020-06-30 | $98k | 914 | 107.22 |
| 2020-03-31 | $53k | 550 | 96.36 |
| 2019-12-31 | $60k | 536 | 111.94 |
| 2019-09-30 | $54k | 536 | 100.75 |
| 2019-06-30 | $82k | 826 | 99.27 |
| 2019-03-31 | $73k | 780 | 93.59 |
| 2018-12-31 | $74k | 930 | 79.57 |
| 2018-09-30 | $84k | 991 | 84.76 |
| 2018-06-30 | $42k | 507 | 82.84 |
| 2018-03-31 | $38k | 455 | 83.52 |
| 2017-12-31 | $9.0k | 105 | 85.71 |
| 2017-09-30 | $7.0k | 78 | 89.74 |