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Marsh & McLennan Companies shares owned by Fundamentun

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

Historical chart of Fundamentun investment in Marsh & McLennan Companies

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

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Quarterly reported holdings in Marsh & McLennan Companies by Fundamentun

Quarter filed Position value Share count Share price at filing
2024-03-31 $283k 1.4k 206.03
2023-12-31 $250k 1.3k 189.54

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Ishares Tr Core S&p Ttl Stk (ITOT)
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Alps Etf Tr Smith Core Plus (SMTH)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Currncy Int Eq (DDWM)

View all positions for Fundamentun

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