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Marsh & McLennan Companies shares owned by Independent Solutions Wealth Management

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

Historical chart of Independent Solutions Wealth Management investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Marsh & McLennan Companies by Independent Solutions Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $223k 1.1k 201.50

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Ishares Tr S&p 500 Grwt Etf (IVW)
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Ishares Tr S&p 500 Val Etf (IVE)
Palantir Technologies Cl A (PLTR)
Listed Fds Tr Alexis Practical (LEXI)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
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Ishares Tr Short Treas Bd (SHV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Independent Solutions Wealth Management

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