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Marsh & McLennan Companies shares owned by OneAscent Family Office

Quarter-by-quarter ownership of Marsh & McLennan Companies shares owned by OneAscent Family Office from 13F filings

Historical chart of OneAscent Family Office investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Marsh & McLennan Companies by OneAscent Family Office

Quarter filed Position value Share count Share price at filing
2025-12-31 $234k 1.3k 185.52
2025-06-30 $207k 946 218.82
2025-03-31 $492k 2.0k 243.81

More positions owned by OneAscent Family Office

Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Core P (OACP)
Select Sector Spdr Tr State Street Ene (XLE)
Unified Ser Tr Oneascent Large (OALC)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Eafe Value Etf (EFV)
NVIDIA Corporation (NVDA)
Unified Ser Tr Oneascent Emgrg (OAEM)
Ishares Tr Jpmorgan Usd Emg (EMB)
Etf Opportunities Trust Applied Fina Val (VSLU)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for OneAscent Family Office

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