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Marsh & McLennan Companies shares owned by AGH Wealth Advisors

Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by AGH Wealth Advisors from 13F filings

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

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All positions including Marsh & McLennan Companies held by AGH 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 AGH Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $369k 1.8k 201.53
2025-06-30 $401k 1.8k 218.64
2025-03-31 $441k 1.8k 244.03
2024-12-31 $398k 1.9k 212.41

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American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Amazon (AMZN)
Broadcom (AVGO)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for AGH 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
Capital Research Global Investors
Massachusetts Financial Services
Ameriprise Financial
Northern Trust
Goldman Sachs Group
Jpmorgan Chase & Co
Mawer Investment Management

View all funds holding Marsh & McLennan Companies