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Marsh & McLennan Companies shares owned by Carolina Wealth Advisors

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

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.6k 25 223.08

More positions owned by Carolina Wealth Advisors

Vanguard Long-term Bond Etf Etf (BLV)
Schwab Us Tips Etf Etf (SCHP)
Radian Group Stock (RDN)
Dicks Sporting Goods Stock (DKS)
Abbvie Stock (ABBV)
Packaging Corp Amer Stock (PKG)
Fastenal Stock (FAST)
Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB)
Verizon Communications Stock (VZ)
Williams Sonoma Stock (WSM)
Invesco Bulletshares 2033 Corporate Bond Etf Etf (BSCX)
Ford Mtr Stock (F)
Broadcom Stock (AVGO)
Schwab U.s. Large-cap Etf Etf (SCHX)
City Hldg Stock (CHCO)

View all positions for Carolina Wealth Advisors

Top funds holding Marsh & McLennan Companies

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Capital World Investors
Geode Capital Management
Massachusetts Financial Services
T. Rowe Price Associates
Bank of America Corporation
Mawer Investment Management
Morgan Stanley
Northern Trust
Nuveen Asset Management
Parnassus Investments

View all funds holding Marsh & McLennan Companies