Marsh & McLennan Companies shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.1k | 35 | 202.14 |
| 2025-06-30 | $9.2k | 42 | 219.29 |
| 2025-03-31 | $9.3k | 38 | 244.39 |
| 2024-12-31 | $8.1k | 38 | 212.47 |
| 2024-09-30 | $8.0k | 36 | 223.14 |
| 2024-06-30 | $6.3k | 30 | 210.73 |
| 2024-03-31 | $5.6k | 27 | 206.00 |