Beacon Pointe Wealth Advisors »

Marsh & McLennan Companies shares owned by Beacon Pointe Wealth Advisors

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

Historical chart of Beacon Pointe Wealth Advisors investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan Companies held by Beacon Pointe Wealth Advisors 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 Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $942k 8.5k 111.37
2019-09-30 $859k 8.6k 100.12
2019-06-30 $566k 5.7k 99.72
2019-03-31 $533k 5.7k 93.90
2018-12-31 $471k 5.9k 79.82

More positions owned by Beacon Pointe Wealth Advisors

iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
J P Morgan Exchange Traded F ultra shrt (JPST)
Pgim Ultra Short Bd Etf etf/closed end- (PULS)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 1000 Growth Index (IWF)
Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Extended Market ETF (VXF)
iShares Russell 1000 Index (IWB)
Vanguard High Dividend Yield ETF (VYM)
American Campus Communities
Pacific Premier Ban (PPBI)
iShares Russell 3000 Index (IWV)
Vanguard Emerging Markets ETF (VWO)

View all positions for Beacon Pointe Wealth Advisors

Top funds holding Marsh & McLennan Companies

Vanguard Group
BlackRock
FMR
Wellington Management Company
Massachusetts Financial Services
T. Rowe Price Associates
Geode Capital Management
Ameriprise Financial
Bank of America Corporation
Mawer Investment Management
Morgan Stanley
Northern Trust
Nuveen Asset Management
Jpmorgan Chase & Co
Legal & General Group

View all funds holding Marsh & McLennan Companies