OneAscent Financial Services »

Marsh & McLennan Companies shares owned by OneAscent Financial Services

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

Historical chart of OneAscent Financial Services investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Marsh & McLennan Companies by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $271k 1.2k 217.85
2025-03-31 $772k 3.2k 243.99
2024-12-31 $466k 2.2k 212.40
2024-09-30 $338k 1.5k 222.81

More positions owned by OneAscent Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Unified Ser Tr Oneascent Large (OALC)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Unified Ser Tr Oneascent Intl (OAIM)
Spdr Series Trust Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Small (OASC)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Oneascent Large (OALC)

View all positions for OneAscent Financial Services

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
Ameriprise Financial
Northern Trust
Goldman Sachs Group
Jpmorgan Chase & Co
Mawer Investment Management

View all funds holding Marsh & McLennan Companies