Evergreen Wealth Solutions »

Marsh & McLennan Companies shares owned by Evergreen Wealth Solutions

Quarter-by-quarter ownership of Marsh & McLennan Companies (MRSH) shares owned by Evergreen Wealth Solutions from 13F filings

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

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan Companies held by Evergreen Wealth Solutions 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 Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $847k 4.9k 173.46
2025-12-31 $812k 4.4k 185.52

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Eafe (IEFA)
T Rowe Price Etf Cap Appreciation (TCAF)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Apple (AAPL)

View all positions for Evergreen Wealth Solutions

Top funds holding Marsh & McLennan Companies

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Capital World Investors
Wellington Management Company
Capital Research and Management Company - Division 3
FMR
Geode Capital Management
Vanguard Portfolio Management
Capital Research Global Investors
Massachusetts Financial Services
Morgan Stanley
ClearBridge Advisors
Ameriprise Financial

View all funds holding Marsh & McLennan Companies