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Marsh & McLennan Companies shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Marsh & McLennan Companies

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

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Quarterly reported holdings in Marsh & McLennan Companies by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $205k 993 205.98

More positions owned by Summit Financial

Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p Scp Etf (IJR)
Procter & Gamble Company (PG)
Ishares Tr Msci Eafe Etf (EFA)
Summit Financial (SMMF)
Ishares Tr Core Us Aggbd Et (AGG)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Mcp Etf (IJH)
Exxon Mobil Corporation (XOM)
Ishares Tr Select Divid Etf (DVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
CSX Corporation (CSX)

View all positions for Summit Financial

Top funds holding Marsh & McLennan Companies

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

View all funds holding Marsh & McLennan Companies