Marsh & McLennan Companies shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 11k | 205.98 |
| 2023-12-31 | $2.0M | 11k | 189.47 |
| 2023-09-30 | $2.1M | 11k | 190.30 |
| 2023-06-30 | $2.1M | 11k | 188.08 |
| 2023-03-31 | $1.8M | 11k | 166.55 |
| 2022-12-31 | $1.7M | 10k | 165.48 |
| 2022-09-30 | $1.5M | 10k | 149.33 |
| 2022-06-30 | $1.3M | 8.6k | 155.27 |
| 2022-03-31 | $1.5M | 8.6k | 170.44 |
| 2021-12-31 | $1.4M | 8.2k | 173.78 |
| 2021-09-30 | $1.2M | 7.7k | 151.37 |
| 2021-06-30 | $1.1M | 7.6k | 140.63 |
| 2021-03-31 | $956k | 7.8k | 121.92 |
| 2020-12-31 | $914k | 7.8k | 117.00 |
| 2020-09-30 | $918k | 8.0k | 114.72 |
| 2020-06-30 | $940k | 8.7k | 108.00 |
| 2020-03-31 | $721k | 8.2k | 87.44 |
| 2019-12-31 | $867k | 7.7k | 112.11 |
| 2019-09-30 | $800k | 7.9k | 100.90 |
| 2019-06-30 | $756k | 7.7k | 98.65 |
| 2019-03-31 | $696k | 7.4k | 94.17 |
| 2018-12-31 | $538k | 6.7k | 80.72 |
| 2018-09-30 | $574k | 6.9k | 82.78 |
| 2018-06-30 | $489k | 6.0k | 81.90 |
| 2018-03-31 | $477k | 5.8k | 82.54 |
| 2017-12-31 | $461k | 5.7k | 80.72 |
| 2017-09-30 | $454k | 5.5k | 82.96 |
| 2017-06-30 | $395k | 5.0k | 78.48 |
| 2017-03-31 | $371k | 5.0k | 73.99 |
| 2016-12-31 | $330k | 4.9k | 67.26 |
| 2016-09-30 | $322k | 4.8k | 67.26 |
| 2016-06-30 | $328k | 4.7k | 69.51 |
| 2016-03-31 | $279k | 4.6k | 60.54 |
| 2015-12-31 | $290k | 5.2k | 56.05 |
| 2015-09-30 | $253k | 4.9k | 51.57 |
| 2015-06-30 | $237k | 4.2k | 56.05 |
| 2015-03-31 | $231k | 4.1k | 56.01 |
| 2014-12-31 | $218k | 3.8k | 57.18 |