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Marsh & McLennan Companies shares owned by Opal Wealth Advisors

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

Historical chart of Opal Wealth Advisors investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Marsh & McLennan Companies by Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $229k 1.2k 185.52
2025-06-30 $152k 694 218.64
2025-03-31 $187k 767 244.03
2024-06-30 $147k 698 210.72

More positions owned by Opal Wealth Advisors

Putnam Etf Trust Focused Lar Cap (PVAL)
Legg Mason Etf Invt Clearbridge Lrg (LRGE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Select Sector Spdr Tr State Street Ind (XLI)
Nuveen Churchill Direct Lend Com Shs (NCDL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust State Street Spd (SPYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Opal Wealth 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