Private Wealth Management Group »

Marsh & McLennan Companies shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan Companies held by Private Wealth Management Group 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 Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $25k 113 223.10
2024-03-31 $29k 139 205.99
2023-12-31 $26k 139 189.47

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Marsh & McLennan Companies

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Massachusetts Financial Services
T. Rowe Price Associates
Bank of America Corporation
Mawer Investment Management
Morgan Stanley
Nuveen Asset Management
Parnassus Investments
T. Rowe Price Investment Management
Jpmorgan Chase & Co
Goldman Sachs Group
Deutsche Bank Aktiengesellschaft

View all funds holding Marsh & McLennan Companies