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Marsh & McLennan Companies shares owned by LifeGoal Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $297k 1.7k 171.87

More positions owned by LifeGoal Wealth Advisors

Ishares Tr U S Equity Factr (LRGF)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Core Div Grwth (DGRO)
Rbb Fund Trust First Eagle Gbl (FEGE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Pimco Etf Tr Multisector Bd (PYLD)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Apple (AAPL)
Ishares Emng Mkts Eqt (EMGF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for LifeGoal Wealth Advisors

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