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Marsh & McLennan Companies shares owned by Falcon Wealth Planning

Quarter-by-quarter ownership of Marsh & McLennan Companies (MRSH) shares owned by Falcon Wealth Planning from 13F filings

Historical chart of Falcon Wealth Planning investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Marsh & McLennan Companies by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $212k 1.2k 173.45

More positions owned by Falcon Wealth Planning

Karman Hldgs Common Stock (KRMN)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard World Mega Grwth Ind (MGK)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Internatnal Val (DFIV)
Pimco Etf Tr Multisector Bd (PYLD)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Real Estate Etf (VNQ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)

View all positions for Falcon Wealth Planning

Top funds holding Marsh & McLennan Companies

Vanguard Group
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Capital World Investors
Wellington Management Company
FMR
Geode Capital Management
Massachusetts Financial Services
Norges Bank Investment Management
Capital Research Global Investors
Northern Trust
ClearBridge Advisors
Ameriprise Financial
Ubs Global Asset Management Americas

View all funds holding Marsh & McLennan Companies