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Marsh & McLennan Companies shares owned by Regent Peak Wealth Advisors

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

Historical chart of Regent Peak Wealth Advisors investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Marsh & McLennan Companies by Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $216k 1.0k 212.41
2024-09-30 $220k 987 223.09
2024-06-30 $216k 1.0k 210.72
2024-03-31 $202k 980 205.98
2020-12-31 $71k 606 117.16

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View all positions for Regent Peak Wealth Advisors

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