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Marsh & McLennan Companies shares owned by Intelligent Financial Strategies

Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Intelligent Financial Strategies from 13F filings

Historical chart of Intelligent Financial Strategies investment in Marsh & McLennan Companies

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

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Quarterly reported holdings in Marsh & McLennan Companies by Intelligent Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $42k 189 223.09
2024-06-30 $40k 189 210.72
2024-03-31 $45k 216 205.98

More positions owned by Intelligent Financial Strategies

Berkshire Hathaway Inc Del COM - Class B (BRK.B)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Total Stock Market ETF (VTI)
American Centy Etf Tr (AVGE)
DFA Tax-Managed US Marketwide Value II (DFUV)
Apple (AAPL)
Vanguard Dividend Appreciation ETF (VIG)
iShares S&P 500 Index (IVV)
Berkshire Hathaway Inc Del COM - Class A (BRK.A)
Dimensional Etf Trust (DFAC)
Microsoft Corporation (MSFT)
Alphabet COM - Class C (GOOG)
SPDR S&P MidCap 400 ETF (MDY)
MasterCard Incorporated (MA)
Visa (V)

View all positions for Intelligent Financial Strategies

Top funds holding Marsh & McLennan Companies

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Massachusetts Financial Services
T. Rowe Price Associates
Bank of America Corporation
Mawer Investment Management
Morgan Stanley
Nuveen Asset Management
Parnassus Investments
T. Rowe Price Investment Management
Jpmorgan Chase & Co
Goldman Sachs Group
Deutsche Bank Aktiengesellschaft

View all funds holding Marsh & McLennan Companies