Marsh & McLennan Companies shares owned by Waller Financial Planning Group
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Waller Financial Planning Group
from 13F filings
Historical chart of Waller Financial Planning Group investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by Waller Financial Planning Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Marsh & McLennan Companies by Waller Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $712k | 3.2k | 223.07 |
| 2024-06-30 | $670k | 3.2k | 210.71 |
| 2024-03-31 | $653k | 3.2k | 205.98 |
| 2023-12-31 | $598k | 3.2k | 189.46 |
| 2023-09-30 | $599k | 3.1k | 190.28 |
| 2023-06-30 | $589k | 3.1k | 188.08 |
| 2023-03-31 | $520k | 3.1k | 166.54 |
| 2022-12-31 | $515k | 3.1k | 165.47 |
| 2022-09-30 | $463k | 3.1k | 149.26 |
| 2022-06-30 | $480k | 3.1k | 155.29 |
| 2022-03-31 | $525k | 3.1k | 170.40 |
| 2021-12-31 | $534k | 3.1k | 173.94 |
| 2021-09-30 | $463k | 3.1k | 151.31 |
| 2021-06-30 | $429k | 3.0k | 140.70 |
| 2021-03-31 | $370k | 3.0k | 121.75 |
| 2020-12-31 | $354k | 3.0k | 116.95 |
| 2020-09-30 | $346k | 3.0k | 114.80 |
| 2020-06-30 | $322k | 3.0k | 107.26 |
| 2020-03-31 | $258k | 3.0k | 86.29 |
| 2019-12-31 | $332k | 3.0k | 111.48 |
| 2019-09-30 | $290k | 3.0k | 97.81 |
| 2019-06-30 | $301k | 3.0k | 101.96 |
| 2019-03-31 | $281k | 2.9k | 95.61 |
| 2018-12-31 | $233k | 2.9k | 79.63 |
More positions owned by Waller Financial Planning Group
View all positions for Waller Financial Planning Group