Marsh & McLennan Companies shares owned by Westover Capital Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Westover Capital Advisors
from 13F filings
Historical chart of Westover Capital Advisors investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Westover Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $239k | 1.2k | 201.53 |
| 2025-06-30 | $410k | 1.9k | 218.64 |
| 2025-03-31 | $459k | 1.9k | 244.03 |
| 2024-12-31 | $392k | 1.8k | 212.41 |
| 2024-09-30 | $411k | 1.8k | 223.09 |
| 2024-06-30 | $388k | 1.8k | 210.72 |
| 2024-03-31 | $380k | 1.8k | 205.98 |
| 2023-12-31 | $349k | 1.8k | 189.47 |
| 2023-09-30 | $341k | 1.8k | 190.30 |
| 2023-06-30 | $357k | 1.9k | 188.08 |
| 2023-03-31 | $316k | 1.9k | 166.55 |
| 2022-12-31 | $314k | 1.9k | 165.48 |
| 2022-09-30 | $300k | 2.0k | 149.25 |
| 2022-06-30 | $321k | 2.1k | 155.07 |
| 2022-03-31 | $365k | 2.1k | 170.56 |
| 2021-12-31 | $450k | 2.6k | 173.68 |
| 2021-09-30 | $392k | 2.6k | 151.29 |
| 2021-06-30 | $366k | 2.6k | 140.82 |
| 2021-03-31 | $318k | 2.6k | 121.65 |
| 2020-12-31 | $361k | 3.1k | 117.06 |
| 2020-09-30 | $329k | 2.9k | 114.87 |