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Marsh & McLennan Companies shares owned by Allegiance Financial Group Advisory Services

Quarter-by-quarter ownership of Marsh & McLennan Companies (MRSH) shares owned by Allegiance Financial Group Advisory Services from 13F filings

Historical chart of Allegiance Financial Group Advisory Services investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan Companies held by Allegiance Financial Group Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marsh & McLennan Companies by Allegiance Financial Group Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $205k 1.2k 173.45

More positions owned by Allegiance Financial Group Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Core Fi (AVIG)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr International Lr (AVIV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Broad Usd High (USHY)
American Centy Etf Tr Real Estate Etf (AVRE)
Microsoft Corporation (MSFT)
American Centy Etf Tr Emerging Mkt Val (AVES)
Ishares Core Msci Emkt (IEMG)

View all positions for Allegiance Financial Group Advisory Services

Top funds holding Marsh & McLennan Companies

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Capital World Investors
Wellington Management Company
Capital Research and Management Company - Division 3
FMR
Geode Capital Management
Vanguard Portfolio Management
Capital Research Global Investors
Massachusetts Financial Services
Morgan Stanley
ClearBridge Advisors
Ameriprise Financial

View all funds holding Marsh & McLennan Companies