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Marsh & McLennan Companies shares owned by Soltis Investment Advisors

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

Historical chart of Soltis Investment Advisors investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Marsh & McLennan Companies by Soltis Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $245k 1.2k 212.35
2024-09-30 $255k 1.1k 223.16
2024-06-30 $229k 1.1k 210.80
2024-03-31 $205k 993 206.03

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View all positions for Soltis Investment Advisors

Top funds holding Marsh & McLennan Companies

Vanguard Group
BlackRock
State Street Corporation
FMR
Capital Research and Management Company - Division 3
Capital World Investors
Geode Capital Management
Massachusetts Financial Services
T. Rowe Price Associates
Ameriprise Financial
Wellington Management Company
Morgan Stanley
Bank of America Corporation
Mawer Investment Management
Northern Trust

View all funds holding Marsh & McLennan Companies