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Marsh & McLennan Companies shares owned by Birch Financial Group

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

Historical chart of Birch Financial Group investment in Marsh & McLennan Companies

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

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Quarterly reported holdings in Marsh & McLennan Companies by Birch Financial Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $76k 445 170.78

More positions owned by Birch Financial Group

American Express Company M (AXP)
Vanguard S&p 500 Etf P 500 Etf Shs (VOO)
Berkshire Hathaway A (BRK.A)
Apple Inc. - M (AAPL)
Vanguard FTSE Developed Markets ETF N Ftse Dev Mkt (VEA)
Microsoft Corporation - M (MSFT)
Ameriprise Financial M (AMP)
Ishares Core S&p Small-cap Etf Re S&p Scp Etf (IJR)
Berkshire Hathaway Class Class B B New (BRK.B)
Phillips 66 M (PSX)
General Dynamics Corporation M (GD)
Home Depot M (HD)
Johnson & Johnson M (JNJ)
Goldman Sachs Group M (GS)
Amazon.com, Inc. - M (AMZN)

View all positions for Birch Financial Group

Top funds holding Marsh & McLennan Companies

BlackRock
Vanguard Capital Management
State Street Corporation
Wellington Management Company
Capital Research and Management Company - Division 3
Geode Capital Management
Vanguard Portfolio Management
Capital Research Global Investors
Harris Associates L.P
Artisan Partners Limited Partnership
FMR
Massachusetts Financial Services
Norges Bank Investment Management
Investec Asset Management
Ameriprise Financial

View all funds holding Marsh & McLennan Companies