Family Wealth Partners »

Marsh & McLennan Companies shares owned by Family Wealth Partners

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

Historical chart of Family Wealth Partners investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Marsh & McLennan Companies by Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $219k 1.3k 166.67

More positions owned by Family Wealth Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Lpl Financial Holdings (LPLA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)

View all positions for Family Wealth Partners

Top funds holding Marsh & McLennan Companies

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

View all funds holding Marsh & McLennan Companies