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Marsh & McLennan Companies shares owned by Broadway Wealth Solutions

Quarter-by-quarter ownership of Marsh & McLennan Companies shares owned by Broadway Wealth Solutions from 13F filings

Historical chart of Broadway Wealth Solutions investment in Marsh & McLennan Companies

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

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Quarterly reported holdings in Marsh & McLennan Companies by Broadway Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $949k 5.1k 185.52
2025-09-30 $1.0M 5.1k 201.53
2025-06-30 $1.1M 5.1k 218.64
2025-03-31 $1.3M 5.1k 244.03