Marsh & McLennan Companies shares owned by Willow Creek Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Willow Creek Wealth Management
from 13F filings
Historical chart of Willow Creek Wealth Management investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by Willow Creek Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Marsh & McLennan Companies by Willow Creek Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $344k | 1.7k | 201.53 |
| 2025-06-30 | $405k | 1.9k | 218.64 |
| 2025-03-31 | $452k | 1.9k | 244.03 |
| 2024-12-31 | $393k | 1.8k | 212.41 |
| 2024-09-30 | $433k | 1.9k | 223.09 |
| 2024-06-30 | $409k | 1.9k | 210.72 |
| 2024-03-31 | $401k | 1.9k | 205.98 |
| 2023-12-31 | $367k | 1.9k | 189.47 |
| 2023-09-30 | $369k | 1.9k | 190.30 |
| 2023-06-30 | $365k | 1.9k | 188.08 |
| 2023-03-31 | $322k | 1.9k | 166.55 |
| 2022-12-31 | $320k | 1.9k | 165.63 |
| 2022-09-30 | $303k | 2.0k | 149.33 |
| 2022-06-30 | $315k | 2.0k | 155.25 |
| 2022-03-31 | $346k | 2.0k | 170.53 |
| 2021-12-31 | $353k | 2.0k | 173.98 |
| 2021-09-30 | $307k | 2.0k | 151.31 |
| 2021-06-30 | $285k | 2.0k | 140.46 |
| 2021-03-31 | $247k | 2.0k | 121.73 |
| 2020-12-31 | $237k | 2.0k | 116.81 |
| 2020-09-30 | $233k | 2.0k | 114.83 |
| 2019-12-31 | $203k | 1.8k | 111.66 |
More positions owned by Willow Creek Wealth Management
View all positions for Willow Creek Wealth Management