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Marsh & McLennan Companies shares owned by Caerus Investment Advisors

Quarter-by-quarter ownership of Marsh & McLennan Companies shares owned by Caerus Investment Advisors from 13F filings

Historical chart of Caerus Investment Advisors investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Marsh & McLennan Companies by Caerus Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $347k 1.9k 185.52

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Figma Class A Com Stk (FIG)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds S&p 500 Covered (XYLD)
Global X Fds Nasdaq 100 Cover (QYLD)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Eafe Etf (EFA)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Equity Market (DFUS)
Amazon (AMZN)

View all positions for Caerus Investment Advisors

Top funds holding Marsh & McLennan Companies

Vanguard Group
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Capital World Investors
FMR
Wellington Management Company
Geode Capital Management
Massachusetts Financial Services
Norges Bank Investment Management
Capital Research Global Investors
Northern Trust
ClearBridge Advisors
Jpmorgan Chase & Co
Ameriprise Financial

View all funds holding Marsh & McLennan Companies