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Marsh & McLennan Companies shares owned by Wingate Wealth Advisors

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $814k 4.0k 201.53
2025-06-30 $879k 4.0k 218.64
2025-03-31 $982k 4.0k 244.03
2024-12-31 $854k 4.0k 212.41

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Vanguard Malvern Fds Strm Infproidx (VTIP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Specialized Funds Div App Etf (VIG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
T Rowe Price Etf Cap Appreciation (TCAF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Intl Qualty (IQLT)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)

View all positions for Wingate Wealth Advisors

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