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Marsh & McLennan Companies shares owned by Summit Asset Management

Quarter-by-quarter ownership of Marsh & McLennan Companies shares owned by Summit Asset Management from 13F filings

Historical chart of Summit Asset Management investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan Companies held by Summit Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marsh & McLennan Companies by Summit Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $326k 1.8k 185.56
2025-09-30 $354k 1.8k 201.54

More positions owned by Summit Asset Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 27 Etf (IBDS)
Schwab Strategic Tr Internl Divid (SCHY)

View all positions for Summit Asset Management

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
Ameriprise Financial
Northern Trust
ClearBridge Advisors
Jpmorgan Chase & Co

View all funds holding Marsh & McLennan Companies