Marsh & McLennan Companies shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.6M | 7.5k | 212.40 |
| 2024-09-30 | $1.7M | 7.7k | 223.10 |
| 2024-06-30 | $1.8M | 8.7k | 210.72 |
| 2024-03-31 | $1.3M | 6.5k | 205.97 |
| 2023-12-31 | $966k | 5.1k | 189.48 |
| 2023-09-30 | $1.0M | 5.4k | 190.29 |
| 2023-06-30 | $1.0M | 5.6k | 188.10 |
| 2023-03-31 | $892k | 5.4k | 166.55 |
| 2022-12-31 | $932k | 5.6k | 165.47 |
| 2022-09-30 | $850k | 5.7k | 149.37 |
| 2022-06-30 | $904k | 5.8k | 155.31 |
| 2022-03-31 | $1.0M | 5.9k | 170.44 |
| 2021-12-31 | $1.0M | 5.8k | 173.91 |
| 2021-09-30 | $935k | 6.2k | 151.30 |
| 2021-06-30 | $868k | 6.2k | 140.78 |
| 2021-03-31 | $743k | 6.1k | 121.79 |
| 2020-12-31 | $724k | 6.2k | 117.05 |
| 2020-09-30 | $589k | 5.1k | 114.80 |
| 2019-09-30 | $14k | 138 | 101.45 |