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Marsh & McLennan Companies shares owned by Evernest Financial Advisors

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

Historical chart of Evernest Financial Advisors investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan Companies held by Evernest Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marsh & McLennan Companies by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $498k 2.2k 223.08
2024-06-30 $437k 2.1k 210.69
2024-03-31 $429k 2.1k 202.45
2023-12-31 $336k 1.8k 189.50

More positions owned by Evernest Financial Advisors

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Casey's General Stores (CASY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Fidelity Covington Trust Fundamental Smal (FFSM)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Evernest Financial 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