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Marsh & McLennan Companies shares owned by Wealthstream Advisors

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

Historical chart of Wealthstream Advisors investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Marsh & McLennan Companies by Wealthstream Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $213k 953 223.16
2024-03-31 $202k 979 206.04
2023-12-31 $270k 1.4k 189.51

More positions owned by Wealthstream Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Equity Market (DFUS)
Life360 (LIF)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Russell 3000 Etf (IWV)
American Centy Etf Tr Avantis All Eqt (AVGE)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Wealthstream Advisors

Top funds holding Marsh & McLennan Companies

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

View all funds holding Marsh & McLennan Companies