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Marsh & McLennan Companies shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan Companies held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marsh & McLennan Companies by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $29k 139 205.99
2023-12-31 $26k 139 189.47

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

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