Marsh & McLennan Companies shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by Capital Asset Advisory Services 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 Capital Asset Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 12k | 205.58 |
| 2023-12-31 | $2.0M | 11k | 189.48 |
| 2023-09-30 | $2.0M | 11k | 192.90 |
| 2023-06-30 | $1.7M | 9.1k | 186.72 |
| 2023-03-31 | $1.5M | 8.8k | 166.54 |
| 2022-12-31 | $1.5M | 8.8k | 166.58 |
| 2022-09-30 | $1.2M | 8.2k | 149.30 |
| 2022-06-30 | $1.2M | 7.9k | 155.22 |
| 2022-03-31 | $1.5M | 8.5k | 170.38 |
| 2021-12-31 | $1.1M | 6.6k | 173.79 |
| 2021-09-30 | $783k | 5.2k | 151.45 |
| 2021-06-30 | $474k | 3.4k | 140.74 |
| 2021-03-31 | $486k | 4.0k | 121.87 |
| 2020-12-31 | $501k | 4.3k | 117.11 |
| 2020-09-30 | $476k | 4.2k | 114.70 |
| 2020-06-30 | $481k | 4.1k | 117.46 |
| 2020-03-31 | $422k | 4.0k | 105.47 |
| 2019-12-31 | $461 | 1.2k | 0.40 |
| 2019-09-30 | $498k | 5.0k | 99.96 |
| 2019-06-30 | $501k | 5.0k | 99.76 |
| 2019-03-31 | $452k | 4.8k | 93.89 |
| 2018-12-31 | $411k | 5.2k | 79.70 |
| 2018-09-30 | $434k | 5.2k | 82.79 |
| 2018-06-30 | $438k | 5.3k | 81.92 |
| 2018-03-31 | $452k | 5.5k | 82.68 |
| 2017-12-31 | $447k | 5.5k | 81.32 |
| 2017-09-30 | $468k | 5.6k | 83.77 |
| 2017-06-30 | $430k | 5.5k | 77.66 |
| 2016-03-31 | $364k | 6.0k | 60.85 |
More positions owned by Capital Asset Advisory Services
View all positions for Capital Asset Advisory Services