waypoint wealth counsel »

Marsh & McLennan Companies shares owned by waypoint wealth counsel

Quarter-by-quarter ownership of Marsh & McLennan Companies shares owned by waypoint wealth counsel from 13F filings

Historical chart of waypoint wealth counsel investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan Companies held by waypoint wealth counsel 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 waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2025-12-31 $344k 1.9k 185.52

More positions owned by waypoint wealth counsel

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Coca-Cola Company (KO)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Small Cp Etf (VB)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Amazon (AMZN)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for waypoint wealth counsel

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