Marsh & McLennan Companies shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 10k | 185.52 |
| 2025-09-30 | $2.0M | 10k | 201.53 |
| 2025-06-30 | $2.2M | 9.9k | 218.63 |
| 2025-03-31 | $2.5M | 10k | 244.04 |
| 2024-12-31 | $2.2M | 10k | 212.41 |
| 2024-09-30 | $2.3M | 10k | 223.08 |
| 2024-06-30 | $2.1M | 10k | 210.73 |
| 2024-03-31 | $1.8M | 8.8k | 205.97 |
| 2023-12-31 | $1.7M | 8.7k | 189.47 |
| 2023-09-30 | $1.7M | 9.0k | 190.29 |
| 2023-06-30 | $1.7M | 9.1k | 188.09 |
| 2023-03-31 | $1.7M | 10k | 166.56 |
| 2022-12-31 | $1.6M | 9.9k | 165.48 |
| 2022-09-30 | $1.4M | 9.3k | 149.31 |
| 2022-06-30 | $1.3M | 8.6k | 155.29 |
| 2022-03-31 | $1.3M | 7.7k | 170.45 |
| 2021-12-31 | $1.4M | 7.8k | 173.81 |
| 2021-09-30 | $1.1M | 7.3k | 151.39 |
| 2021-06-30 | $1.0M | 7.2k | 140.63 |
| 2021-03-31 | $867k | 7.1k | 121.84 |
| 2020-12-31 | $970k | 8.3k | 117.01 |
| 2020-09-30 | $929k | 8.1k | 114.69 |
| 2020-06-30 | $979k | 9.1k | 107.39 |
| 2020-03-31 | $983k | 11k | 86.46 |
| 2019-12-31 | $213k | 1.9k | 111.29 |
| 2019-09-30 | $191k | 1.9k | 99.79 |
| 2019-06-30 | $191k | 1.9k | 99.79 |
| 2019-03-31 | $180k | 1.9k | 94.04 |
| 2018-12-31 | $153k | 1.9k | 79.94 |
| 2018-09-30 | $158k | 1.9k | 82.55 |
| 2018-06-30 | $157k | 1.9k | 82.03 |
| 2018-03-31 | $158k | 1.9k | 82.55 |
| 2017-12-31 | $83k | 1.0k | 81.45 |
| 2017-09-30 | $85k | 1.0k | 83.42 |
| 2017-06-30 | $79k | 1.0k | 77.76 |
| 2017-03-31 | $75k | 1.0k | 73.82 |
| 2016-12-31 | $69k | 1.0k | 67.91 |
| 2016-09-30 | $68k | 1.0k | 66.93 |
| 2016-06-30 | $70k | 1.0k | 68.90 |
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