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Marsh & McLennan Companies shares owned by Goldstein Advisors

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

Historical chart of Goldstein Advisors investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Marsh & McLennan Companies by Goldstein Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $226k 1.1k 201.53
2025-03-31 $213k 871 244.03

More positions owned by Goldstein Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Active Growth (JGRO)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Victory Portfolios Ii Core Intrmediate (UBND)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Blackrock Etf Trust Ishares Us Thema (THRO)
Pimco Etf Tr Active Bd Etf (BOND)
The Alger Etf Trust Ai Enablers Adop (ALAI)
American Centy Etf Tr Diversified Mu (TAXF)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Lattice Strategies Tr Hartford Mlt Etf (RODM)

View all positions for Goldstein Advisors

Top funds holding Marsh & McLennan Companies

Vanguard Group
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Capital World Investors
FMR
Wellington Management Company
Geode Capital Management
Capital Research Global Investors
Massachusetts Financial Services
Morgan Stanley
Ameriprise Financial
Northern Trust
Goldman Sachs Group
Jpmorgan Chase & Co

View all funds holding Marsh & McLennan Companies