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Marsh & McLennan Companies shares owned by Icon Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan Companies held by Icon 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 13k 223.10
2024-03-31 $2.5M 12k 205.97
2023-12-31 $2.5M 13k 189.47
2022-12-31 $4.3M 26k 165.48
2022-09-30 $3.9M 26k 149.28

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Exxon Mobil Corp Stock (XOM)
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View all positions for Icon 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