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Marsh & McLennan Companies shares owned by Talon Private Wealth

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

Historical chart of Talon Private Wealth investment in Marsh & McLennan Companies

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

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Quarterly reported holdings in Marsh & McLennan Companies by Talon Private Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $359k 1.6k 218.64
2025-03-31 $401k 1.6k 244.03
2024-12-31 $363k 1.7k 212.41
2024-09-30 $381k 1.7k 223.09

More positions owned by Talon Private Wealth

Bny Mellon Etf Trust Core Bond Etf (BKAG)
Etf Ser Solutions Aptus Defined (DRSK)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Innovator Etfs Trust Us Eqty Ultra B (UDEC)
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)
Ishares Tr Mbs Etf (MBB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Etf Ser Solutions Aptus Enhanced (JUCY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Talon Private Wealth

Top funds holding Marsh & McLennan Companies

Vanguard Group
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Capital World Investors
FMR
Wellington Management Company
Geode Capital Management
Capital Research Global Investors
Massachusetts Financial Services
Morgan Stanley
Ameriprise Financial
Northern Trust
Goldman Sachs Group
Jpmorgan Chase & Co

View all funds holding Marsh & McLennan Companies