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Marsh & McLennan Companies shares owned by Burke & Herbert Bank & Trust

Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Burke & Herbert Bank & Trust from 13F filings

Historical chart of Burke & Herbert Bank & Trust investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan Companies held by Burke & Herbert Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marsh & McLennan Companies by Burke & Herbert Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-06-30 $203k 928 218.61
2025-03-31 $226k 928 244.00
2024-09-30 $207k 928 223.07
2024-06-30 $209k 993 210.71

More positions owned by Burke & Herbert Bank & Trust

Spdr S&p 500 Etf Trust Other (SPY)
Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Burke & Herbert Finl Svcs Corp Common (BHRB)
Ishares Msci Eafe Etf Other (EFA)
Ishares S &p Small Cap 600 Other (IJR)
Invesco Exchange Traded Fd S &p Equal Weight Other (RSP)
Johnson & Johnson Common (JNJ)
Ishares Tr Core S&p Mcp Etf Other (IJH)
Exxon Mobil Corp Common (XOM)
Invesco Qqq Tr Unit Ser 1 Other (QQQ)
Ishares S &p 500 Index Fund Other (IVV)
Procter & Gamble Common (PG)
Lilly Eli & Co Common (LLY)
Ishares Core Us Aggregate Other (AGG)

View all positions for Burke & Herbert Bank & Trust

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