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Marsh & McLennan Companies shares owned by Milestone Advisory Partners

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

Historical chart of Milestone Advisory Partners investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Marsh & McLennan Companies by Milestone Advisory Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $224k 1.2k 190.30
2023-06-30 $222k 1.2k 188.08
2021-12-31 $200k 1.2k 173.91

More positions owned by Milestone Advisory Partners

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Wellington Us Value Factr (VFVA)
Vanguard World Fds Consum Stp Etf (VDC)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)
Select Sector Spdr Tr Energy (XLE)
Vanguard Wellington Us Minimum (VFMV)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Expanded Tech (IGV)
Ishares Tr U.s. Bas Mtl Etf (IYM)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Financial (XLF)

View all positions for Milestone Advisory 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