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Marsh & McLennan Companies shares owned by Talisman Wealth Advisors

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

Historical chart of Talisman Wealth Advisors investment in Marsh & McLennan Companies

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All positions including Marsh & McLennan Companies held by Talisman 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 Talisman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $435k 2.3k 190.28
2023-06-30 $431k 2.3k 188.05
2023-03-31 $381k 2.3k 166.30
2022-12-31 $300k 1.8k 165.75

More positions owned by Talisman Wealth Advisors

Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)
Automatic Data Processing (ADP)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Specialized Funds Div App Etf (VIG)
Becton, Dickinson and (BDX)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Talisman Wealth Advisors

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