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Marsh & McLennan Companies shares owned by Transamerica Financial Advisors

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

Historical chart of Transamerica Financial Advisors investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Marsh & McLennan Companies by Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $304k 1.6k 189.53
2023-09-30 $347k 1.8k 190.76
2023-06-30 $387k 2.1k 188.14
2023-03-31 $343k 2.1k 166.91
2022-12-31 $312k 1.9k 165.78
2022-09-30 $288k 1.9k 149.46
2022-06-30 $298k 1.9k 155.53
2020-06-30 $999 9 111.11
2020-03-31 $1.0k 2 500.00
2019-12-31 $1.0k 2 500.00
2019-06-30 $711k 7.1k 99.79
2018-12-31 $649k 8.1k 79.78
2018-09-30 $802k 9.7k 82.79
2018-06-30 $829k 10k 81.99
2018-03-31 $7.7M 93k 82.60
2017-12-31 $8.2M 101k 81.40
2017-09-30 $8.5M 102k 83.82
2017-06-30 $8.2M 105k 77.97
2017-03-31 $2.0k 20 100.00
2016-12-31 $3.0k 34 88.24
2016-09-30 $7.0k 95 73.68
2016-06-30 $7.0k 98 71.43
2016-03-31 $9.0k 141 63.83
2015-12-31 $3.7M 67k 55.46
2015-09-30 $3.3M 63k 52.23
2015-06-30 $3.4M 61k 56.71
2015-03-31 $3.1M 55k 56.10
2014-12-31 $5.0k 85 58.82
2014-09-30 $1.0k 16 62.50
2014-06-30 $1.0k 16 62.50
2014-03-31 $1.0k 15 66.67
2013-12-31 $706k 15k 48.42
2013-09-30 $530k 12k 43.57
2013-06-30 $375k 9.4k 39.99
2013-03-31 $139k 3.7k 37.99
2012-09-30 $10k 295 33.90

More positions owned by Transamerica Financial Advisors

Listed Fd Tr Stf Tactical Grw (TUG)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
RBB Sgi Diversi Tac (DYTA)
Ishares Tr Rus Mid Cap Etf (IWR)
RBB Sgi Us Large Cap (SGLC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T Dorsey Wrgt Enrg (PXI)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Wisdomtree Tr Em Ex St-owned (XSOE)

View all positions for Transamerica Financial 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