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Marsh & McLennan Companies shares owned by Principle Wealth Partners

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

Historical chart of Principle Wealth Partners investment in Marsh & McLennan Companies

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

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Quarterly reported holdings in Marsh & McLennan Companies by Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $200k 950 210.72
2020-06-30 $102k 950 107.37

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Alps Etf Tr Smith Core Plus (SMTH)
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McDonald's Corporation (MCD)
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View all positions for Principle Wealth Partners

Top funds holding Marsh & McLennan Companies

Vanguard Group
BlackRock
BlackRock
State Street Corporation
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
Morgan Stanley
Northern Trust
Nuveen Asset Management
Parnassus Investments

View all funds holding Marsh & McLennan Companies