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Marsh & McLennan Companies shares owned by Topsail Wealth Management

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

Historical chart of Topsail Wealth Management investment in Marsh & McLennan Companies

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

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Quarterly reported holdings in Marsh & McLennan Companies by Topsail Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $218k 998 218.64
2025-03-31 $250k 1.0k 244.03

More positions owned by Topsail Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Cincinnati Financial Corporation (CINF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for Topsail Wealth Management

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
Ameriprise Financial
Northern Trust
Goldman Sachs Group
Jpmorgan Chase & Co
Mawer Investment Management

View all funds holding Marsh & McLennan Companies