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Marsh & McLennan Companies shares owned by HBC Financial Services, P

Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by HBC Financial Services, P from 13F filings

Historical chart of HBC Financial Services, P investment in Marsh & McLennan Companies

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All positions including Marsh & McLennan Companies held by HBC Financial Services, P consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marsh & McLennan Companies by HBC Financial Services, P

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.0k 28 178.57
2024-09-30 $6.0k 28 214.29

More positions owned by HBC Financial Services, P

iShares Russell 1000 ETF Exchange-Traded Fund (IWB)
iShares Core S&P Mid-Cap ETF Exchange-Traded Fund (IJH)
iShares National Muni Bond ETF Exchange-Traded Fund (MUB)
iShares Core US Aggregate Bond ETF Exchange-Traded Fund (AGG)
Microsoft Corp Stock (MSFT)
Starbucks Corp Stock (SBUX)
Vanguard Small-Cap ETF Exchange-Traded Fund (VB)
Apple Stock (AAPL)
Vanguard Total Stock Market ETF Exchange-Traded Fund (VTI)
Vanguard Dividend Appreciation ETF Exchange-Traded Fund (VIG)
Costco Wholesale Corp Stock (COST)
iShares Core S&P 500 ETF Exchange-Traded Fund (IVV)
Tesla Stock (TSLA)
Amazon.com Stock (AMZN)
Berkshire Hathaway Inc Class B Stock (BRK.B)

View all positions for HBC Financial Services, P

Top funds holding Marsh & McLennan Companies

Vanguard Group
BlackRock
FMR
State Street Corporation
Capital Research and Management Company - Division 3
Capital World Investors
Geode Capital Management
Massachusetts Financial Services
T. Rowe Price Associates
Wellington Management Company
Ameriprise Financial
Bank of America Corporation
Mawer Investment Management
Northern Trust
Ubs Global Asset Management Americas

View all funds holding Marsh & McLennan Companies