Charter Oak Capital Management »

Marsh & McLennan Companies shares owned by Charter Oak Capital Management

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

Historical chart of Charter Oak Capital Management investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Marsh & McLennan Companies by Charter Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $216k 1.1k 205.95
2022-06-30 $4.0k 25 160.00
2022-03-31 $4.0k 25 160.00

More positions owned by Charter Oak Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Msci Usa Esg Slc (SUSA)
Ishares Tr Msci Acwi Ex Us (ACWX)
Vanguard World Esg Intl Stk Etf (VSGX)

View all positions for Charter Oak Capital Management

Top funds holding Marsh & McLennan Companies

Vanguard Group
Wellington Management Company
Massachusetts Financial Services
T. Rowe Price Associates
Mawer Investment Management
Bank of America Corporation
Norges Bank Investment Management
Legal & General Group
Jpmorgan Chase & Co
Parnassus Investments
Ubs Global Asset Management Americas
Lazard Asset Management
Goldman Sachs Group
UBS Group
Deutsche Bank Aktiengesellschaft

View all funds holding Marsh & McLennan Companies