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Marsh & McLennan Companies shares owned by Nicolet Advisory Services

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

Historical chart of Nicolet Advisory Services investment in Marsh & McLennan Companies

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

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Quarterly reported holdings in Marsh & McLennan Companies by Nicolet Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $650k 2.9k 221.86
2024-03-31 $442k 2.2k 204.33
2023-09-30 $427k 2.2k 191.12
2023-06-30 $289k 1.6k 185.67
2023-03-31 $249k 1.5k 169.38

More positions owned by Nicolet Advisory Services

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)

View all positions for Nicolet Advisory Services

Top funds holding Marsh & McLennan Companies

BlackRock
Capital Research and Management Company - Division 3
Capital World Investors
Geode Capital Management
Massachusetts Financial Services
T. Rowe Price Associates
Bank of America Corporation
Mawer Investment Management
Northern Trust
Parnassus Investments
Jpmorgan Chase & Co
Artisan Partners Limited Partnership
Wells Fargo & Company
Bank of New York Mellon
ClearBridge Advisors

View all funds holding Marsh & McLennan Companies