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Marsh & McLennan Companies shares owned by Vista Wealth Management Group

Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Vista Wealth Management Group from 13F filings

Historical chart of Vista Wealth Management Group investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan Companies held by Vista Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marsh & McLennan Companies by Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $479k 2.3k 205.98
2023-12-31 $245k 1.3k 189.46
2023-09-30 $241k 1.3k 190.23
2023-06-30 $239k 1.3k 188.01
2023-03-31 $211k 1.3k 166.49