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Marsh & McLennan Companies shares owned by HCR Wealth Advisors

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

Historical chart of HCR Wealth Advisors investment in Marsh & McLennan Companies

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

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Quarterly reported holdings in Marsh & McLennan Companies by HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $327k 1.5k 223.09
2024-06-30 $309k 1.5k 210.72
2024-03-31 $302k 1.5k 205.98
2023-12-31 $292k 1.5k 189.47

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard Growth Index Fund ETF Etf (VUG)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
iShares Core S&P Small-Cap ETF Etf (IJR)
Nvidia Corp Common Stock (NVDA)
Microsoft Common Stock (MSFT)
iShares Core S&P 500 ETF Etf (IVV)
Ametek Common Stock (AME)
First Trust Preferred Securities and Income ETF Etf (FPE)
Alphabet Common Stock (GOOGL)
Palo Alto Networks Common Stock (PANW)
iShares Core MSCI Emerging ETF Etf (IEMG)
Meta Platforms Common Stock (META)
Amazon.Com Common Stock (AMZN)
Visa Common Stock (V)

View all positions for HCR Wealth 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