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Marsh & McLennan Companies shares owned by Baron Wealth Management

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

Historical chart of Baron Wealth Management investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Marsh & McLennan Companies by Baron Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $247k 1.2k 201.58
2025-03-31 $212k 870 244.09

More positions owned by Baron Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Snap-on Incorporated (SNA)
Rivian Automotive Com Cl A (RIVN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)

View all positions for Baron Wealth 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
Capital Research Global Investors
Massachusetts Financial Services
Morgan Stanley
Ameriprise Financial
Northern Trust
Goldman Sachs Group
Jpmorgan Chase & Co

View all funds holding Marsh & McLennan Companies