Marsh & McLennan Companies shares owned by Heritage Trust
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 12k | 205.98 |
| 2023-12-31 | $2.3M | 12k | 189.47 |
| 2023-09-30 | $2.2M | 12k | 190.30 |
| 2023-06-30 | $2.2M | 12k | 188.08 |
| 2023-03-31 | $1.8M | 11k | 166.55 |
| 2022-12-31 | $1.8M | 11k | 165.48 |
| 2022-09-30 | $1.6M | 11k | 149.25 |
| 2022-06-30 | $2.9M | 22k | 133.33 |
| 2022-03-31 | $4.5M | 23k | 200.00 |
| 2021-12-31 | $4.0M | 23k | 173.33 |
| 2021-09-30 | $3.5M | 23k | 151.11 |
| 2021-06-30 | $3.2M | 23k | 140.74 |
| 2021-03-31 | $2.8M | 23k | 120.86 |
| 2020-12-31 | $2.7M | 24k | 116.55 |
| 2020-09-30 | $2.5M | 22k | 114.84 |
| 2020-06-30 | $2.4M | 22k | 107.10 |
| 2020-03-31 | $1.7M | 20k | 86.45 |
| 2019-12-31 | $2.1M | 19k | 110.97 |
| 2019-09-30 | $1.8M | 18k | 100.06 |
| 2019-06-30 | $644k | 6.5k | 99.69 |
| 2019-03-31 | $484k | 5.2k | 93.98 |