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Marsh & McLennan Companies shares owned by LGT Financial Advisors

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

Historical chart of LGT Financial Advisors investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Marsh & McLennan Companies by LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2k 21 201.52
2025-06-30 $4.6k 21 218.62
2023-06-30 $257k 1.4k 188.08
2023-03-31 $227k 1.4k 166.55

More positions owned by LGT Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Chevron Corporation (CVX)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for LGT Financial Advisors

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