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Milestone Advisory Partners »

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

Wellington Management Company

Massachusetts Financial Services

T. Rowe Price Associates

Mawer Investment Management

Bank of America Corporation

Norges Bank Investment Management

Legal & General Group

Parnassus Investments

Jpmorgan Chase & Co

Ubs Global Asset Management Americas

Lazard Asset Management

Goldman Sachs Group

Deutsche Bank Aktiengesellschaft

View all funds holding Marsh & McLennan Companies

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