Marsh & McLennan Companies shares owned by Wealth Management Associates
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $218k | 1.1k | 201.53 |
| 2025-06-30 | $237k | 1.1k | 218.64 |
| 2025-03-31 | $304k | 1.2k | 244.03 |
| 2024-12-31 | $264k | 1.2k | 212.41 |
| 2024-09-30 | $245k | 1.1k | 223.09 |
| 2024-06-30 | $232k | 1.1k | 210.72 |
| 2024-03-31 | $232k | 1.1k | 210.72 |
| 2023-12-31 | $224k | 1.2k | 189.47 |
| 2023-09-30 | $246k | 1.3k | 190.30 |
| 2023-06-30 | $225k | 1.2k | 188.08 |
| 2023-03-31 | $209k | 1.3k | 166.55 |
| 2022-12-31 | $208k | 1.3k | 165.48 |
| 2022-09-30 | $220k | 1.5k | 149.29 |
| 2022-06-30 | $267k | 1.7k | 155.25 |
| 2022-03-31 | $294k | 1.7k | 170.42 |
| 2021-12-31 | $305k | 1.8k | 173.82 |
| 2021-09-30 | $250k | 1.7k | 151.43 |
| 2021-06-30 | $233k | 1.7k | 140.68 |
More positions owned by Wealth Management Associates
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