Marsh & McLennan Companies shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by YHB Investment Advisors 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 YHB Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $253k | 1.3k | 201.53 |
| 2025-06-30 | $275k | 1.3k | 218.64 |
| 2025-03-31 | $307k | 1.3k | 244.03 |
| 2024-12-31 | $285k | 1.3k | 212.41 |
| 2024-09-30 | $310k | 1.4k | 223.09 |
| 2024-06-30 | $280k | 1.3k | 210.72 |
| 2024-03-31 | $268k | 1.3k | 205.98 |
| 2023-12-31 | $251k | 1.3k | 189.47 |
| 2023-09-30 | $262k | 1.4k | 190.30 |
| 2023-06-30 | $259k | 1.4k | 188.08 |
| 2023-03-31 | $229k | 1.4k | 166.55 |
| 2022-12-31 | $233k | 1.4k | 165.48 |
| 2022-09-30 | $210k | 1.4k | 149.25 |
| 2022-06-30 | $229k | 1.5k | 155.36 |
| 2022-03-31 | $251k | 1.5k | 170.28 |
| 2021-12-31 | $264k | 1.5k | 173.68 |
| 2021-09-30 | $239k | 1.6k | 151.27 |
| 2021-06-30 | $223k | 1.6k | 140.96 |
| 2021-03-31 | $202k | 1.6k | 127.69 |
| 2019-12-31 | $213k | 1.9k | 111.64 |
| 2003-06-30 | $576k | 11k | 51.10 |
| 2002-09-30 | $474k | 11k | 41.64 |
| 2002-06-30 | $550k | 5.7k | 96.64 |
| 2002-03-31 | $659k | 5.8k | 112.73 |
| 2001-09-30 | $304k | 3.1k | 96.63 |