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Marsh & McLennan Companies shares owned by Drive Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan Companies held by Drive 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 Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $275k 1.3k 206.05
2023-12-31 $258k 1.4k 189.42
2023-09-30 $247k 1.3k 190.28
2023-06-30 $229k 1.2k 188.12

More positions owned by Drive Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Ishares Tr Us Treas Bd Etf (GOVT)
Ncino (NCNO)

View all positions for Drive Wealth Management

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