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Marsh & McLennan Companies shares owned by Delap Wealth Advisory

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

Historical chart of Delap Wealth Advisory investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Marsh & McLennan Companies by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 20k 189.47
2023-09-30 $1.8M 9.7k 190.30
2023-06-30 $1.8M 9.7k 188.08
2023-03-31 $1.7M 10k 166.55
2022-12-31 $1.7M 10k 165.48

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Appfolio Com Cl A (APPF)
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View all positions for Delap Wealth Advisory

Top funds holding Marsh & McLennan Companies

Vanguard Group
Wellington Management Company
Massachusetts Financial Services
T. Rowe Price Associates
Mawer Investment Management
Bank of America Corporation
Norges Bank Investment Management
Legal & General Group
Parnassus Investments
Jpmorgan Chase & Co
Ubs Global Asset Management Americas
Lazard Asset Management
Goldman Sachs Group
UBS Group
Deutsche Bank Aktiengesellschaft

View all funds holding Marsh & McLennan Companies