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Marsh & McLennan Companies shares owned by Sym Financial Corporation

Quarter-by-quarter ownership of Marsh & McLennan Companies shares owned by Sym Financial Corporation from 13F filings

Historical chart of Sym Financial Corporation investment in Marsh & McLennan Companies

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All positions including Marsh & McLennan Companies held by Sym Financial Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marsh & McLennan Companies by Sym Financial Corporation

Quarter filed Position value Share count Share price at filing
2025-12-31 $262k 1.4k 185.52
2025-09-30 $203k 1.0k 201.53

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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Wisdomtree Tr Internationl Efi (NTSI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Dow (DOW)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Eli Lilly & Co. (LLY)

View all positions for Sym Financial Corporation

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