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Marsh & McLennan Companies shares owned by MBM Wealth Consultants

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

Historical chart of MBM Wealth Consultants investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Marsh & McLennan Companies by MBM Wealth Consultants

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0k 6 173.50

More positions owned by MBM Wealth Consultants

Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for MBM Wealth Consultants

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