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Marsh & McLennan Companies shares owned by SlateStone Wealth

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

Historical chart of SlateStone Wealth investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Marsh & McLennan Companies by SlateStone Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $273k 1.3k 206.19
2023-12-31 $223k 1.2k 189.14

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Invesco QQQ Ser 1 Etf (QQQ)
NVIDIA Corporation (NVDA)
Alphabet Inc Class A cs (GOOGL)
iShares Russell 1000 Growth ET Etf (IWF)
Pepsi (PEP)
Amazon (AMZN)
iShares USA Quality Fctr Etf (QUAL)
iShares 20 Yr Tr Bond ETF Etf (TLT)
Chevron Corporation (CVX)
Merck & Co (MRK)
Vanguard High Div Yield Etf (VYM)
JPMorgan Chase & Co. (JPM)

View all positions for SlateStone Wealth

Top funds holding Marsh & McLennan Companies

Vanguard Group
Wellington Management Company
Massachusetts Financial Services
T. Rowe Price Associates
Mawer Investment Management
Bank of America Corporation
Norges Bank Investment Management
Legal & General Group
Parnassus Investments
Jpmorgan Chase & Co
Ubs Global Asset Management Americas
Lazard Asset Management
Goldman Sachs Group
UBS Group
Deutsche Bank Aktiengesellschaft

View all funds holding Marsh & McLennan Companies