Schulz Wealth »

Marsh & McLennan Companies shares owned by Schulz Wealth

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

Historical chart of Schulz Wealth investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan Companies held by Schulz Wealth 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 Schulz Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $234k 1.1k 205.98
2023-12-31 $215k 1.1k 189.47

More positions owned by Schulz Wealth

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Wellington Us Momentum (VFMO)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)

View all positions for Schulz Wealth

Top funds holding Marsh & McLennan Companies

Vanguard Group
BlackRock
FMR
Wellington Management Company
Massachusetts Financial Services
T. Rowe Price Associates
Geode Capital Management
Ameriprise Financial
Bank of America Corporation
Mawer Investment Management
Morgan Stanley
Northern Trust
Nuveen Asset Management
Jpmorgan Chase & Co
Legal & General Group

View all funds holding Marsh & McLennan Companies