Marsh & McLennan Companies shares owned by Wealth Alliance
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 9.9k | 201.54 |
| 2025-06-30 | $2.0M | 9.2k | 218.64 |
| 2025-03-31 | $2.1M | 8.6k | 244.02 |
| 2024-12-31 | $1.7M | 8.2k | 212.42 |
| 2024-09-30 | $1.9M | 8.4k | 223.08 |
| 2024-06-30 | $1.8M | 8.5k | 210.73 |
| 2024-03-31 | $1.8M | 8.7k | 205.97 |
| 2023-12-31 | $1.7M | 8.9k | 189.46 |
| 2023-09-30 | $1.7M | 8.9k | 190.30 |
| 2023-06-30 | $1.8M | 9.5k | 188.09 |
| 2023-03-31 | $1.6M | 9.6k | 166.54 |
| 2022-12-31 | $1.4M | 8.2k | 165.49 |
| 2022-09-30 | $868k | 5.8k | 149.36 |
| 2022-06-30 | $891k | 5.7k | 155.25 |
| 2022-03-31 | $991k | 5.8k | 170.38 |
| 2021-12-31 | $951k | 5.5k | 173.80 |
| 2021-09-30 | $825k | 5.4k | 151.50 |
| 2021-06-30 | $772k | 5.5k | 140.64 |
| 2021-03-31 | $657k | 5.4k | 121.85 |
| 2020-12-31 | $607k | 5.2k | 117.07 |
| 2020-09-30 | $901k | 7.9k | 114.73 |
| 2020-06-30 | $842k | 7.8k | 107.41 |
| 2020-03-31 | $619k | 7.2k | 86.43 |