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Marsh & McLennan Companies shares owned by Lakeview Capital Partners

Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Lakeview Capital Partners from 13F filings

Historical chart of Lakeview Capital Partners investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan Companies held by Lakeview Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marsh & McLennan Companies by Lakeview Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $490k 2.2k 223.09

More positions owned by Lakeview Capital Partners

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Biohaven (BHVN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Managed Portfolio Series Kensington Hedge (KHPI)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Etfs Gold Tr Physcl Gold Shs (SGOL)

View all positions for Lakeview Capital Partners

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