Charter Trust »

Marsh & McLennan Companies shares owned by Charter Trust

Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Charter Trust from 13F filings

Historical chart of Charter Trust investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan Companies held by Charter Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Marsh & McLennan Companies by Charter Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 5.2k 205.98
2023-12-31 $834k 4.4k 189.47
2023-09-30 $870k 4.6k 190.30
2023-06-30 $887k 4.7k 188.08
2023-03-31 $867k 5.2k 166.55
2022-12-31 $955k 5.8k 165.48
2022-09-30 $869k 5.8k 149.29
2022-06-30 $951k 6.1k 155.34
2022-03-31 $1.2M 7.2k 170.32
2021-12-31 $1.7M 10k 173.89
2021-09-30 $1.6M 10k 151.40
2021-06-30 $1.5M 11k 140.63
2021-03-31 $1.4M 11k 121.84
2020-12-31 $1.4M 12k 117.05
2020-09-30 $1.5M 13k 114.66
2020-06-30 $1.4M 13k 107.40
2020-03-31 $1.6M 19k 86.46
2019-12-31 $2.2M 20k 111.41
2019-09-30 $2.0M 20k 100.03
2019-06-30 $2.0M 20k 99.75
2019-03-31 $1.9M 20k 93.91
2018-12-31 $1.9M 23k 79.75
2018-09-30 $1.9M 24k 82.71
2018-06-30 $1.9M 23k 81.99
2018-03-31 $1.9M 23k 82.58
2017-12-31 $1.9M 23k 81.40
2017-09-30 $2.0M 24k 83.82
2017-06-30 $2.0M 25k 77.94
2017-03-31 $2.2M 29k 73.90
2016-12-31 $2.1M 32k 67.59
2016-09-30 $2.1M 32k 67.24
2016-06-30 $2.3M 33k 68.45
2016-03-31 $2.0M 33k 60.79
2015-12-31 $1.9M 35k 55.45
2015-09-30 $1.7M 32k 52.23
2015-06-30 $1.6M 28k 56.69
2015-03-31 $1.6M 28k 56.09
2014-12-31 $1.7M 29k 57.26
2014-09-30 $1.5M 29k 52.35
2014-06-30 $1.5M 29k 51.82
2014-03-31 $1.5M 30k 49.31
2013-12-31 $1.4M 30k 48.35
2013-09-30 $1.3M 31k 43.54
2013-06-30 $1.3M 32k 39.91
2013-03-31 $1.3M 33k 37.98
2012-12-31 $1.3M 36k 34.46
2012-09-30 $1.3M 39k 33.92
2012-06-30 $1.4M 44k 32.22
2012-03-31 $1.4M 43k 32.78
2011-12-31 $1.4M 43k 31.62
2011-09-30 $1.2M 46k 26.56
2011-06-30 $1.4M 46k 31.20
2011-03-31 $1.4M 47k 29.80