Marsh & McLennan Companies shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MRSH) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $5.2M | 30k | 173.45 |
| 2025-12-31 | $69k | 373 | 185.52 |
| 2025-09-30 | $66k | 328 | 201.54 |
| 2025-06-30 | $368k | 1.7k | 218.64 |
| 2025-03-31 | $565k | 325 | 1739.75 |
| 2024-12-31 | $281k | 1.3k | 212.41 |
| 2024-09-30 | $285k | 1.3k | 223.09 |
| 2024-06-30 | $69k | 329 | 210.72 |
| 2024-03-31 | $69k | 335 | 205.98 |
| 2023-12-31 | $65k | 343 | 189.47 |
| 2023-09-30 | $63k | 330 | 190.30 |
| 2023-06-30 | $60k | 321 | 188.08 |
| 2023-03-31 | $51k | 306 | 166.55 |
| 2022-12-31 | $51k | 306 | 165.48 |
| 2022-09-30 | $49k | 329 | 148.94 |
| 2022-06-30 | $125k | 802 | 155.86 |
| 2022-03-31 | $146k | 859 | 169.97 |
| 2021-12-31 | $149k | 859 | 173.46 |
| 2021-09-30 | $140k | 914 | 153.17 |
| 2021-06-30 | $130k | 914 | 142.23 |
| 2021-03-31 | $177k | 1.3k | 135.42 |
| 2020-12-31 | $104k | 1.3k | 82.34 |
| 2020-09-30 | $51k | 454 | 112.33 |
| 2020-06-30 | $49k | 477 | 102.73 |
| 2020-03-31 | $44k | 517 | 85.11 |
| 2019-12-31 | $61k | 546 | 111.72 |
| 2019-09-30 | $54k | 546 | 98.90 |
| 2019-06-30 | $54k | 546 | 98.90 |
| 2019-03-31 | $51k | 546 | 93.41 |
| 2018-12-31 | $38k | 490 | 77.55 |
| 2018-09-30 | $39k | 480 | 81.25 |
| 2018-06-30 | $50k | 618 | 80.91 |
| 2018-03-31 | $51k | 624 | 81.73 |
| 2017-12-31 | $50k | 624 | 80.13 |
| 2017-09-30 | $172k | 2.1k | 83.74 |
| 2017-06-30 | $148k | 1.9k | 77.49 |
| 2017-03-31 | $141k | 1.9k | 73.82 |
| 2016-12-31 | $123k | 1.8k | 67.43 |
| 2016-09-30 | $122k | 1.8k | 66.89 |
| 2016-06-30 | $122k | 1.8k | 67.93 |
| 2016-03-31 | $110k | 1.8k | 61.25 |