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Marsh & McLennan Companies shares owned by Morton Brown Family Wealth

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

Historical chart of Morton Brown Family Wealth investment in Marsh & McLennan Companies

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

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Quarterly reported holdings in Marsh & McLennan Companies by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.5k 9 166.67
2023-03-31 $2.5k 15 166.53
2022-06-30 $1.0k 6 166.67

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Avantis International Small Cap Value Etf Etf (AVDV)
Ishares National Muni Bond Etf Etf (MUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
State Street Spdr S&p 500 Etf Etf (SPY)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Pimco Intermed Muni Bond Etf (MUNI)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Morton Brown Family Wealth

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
T. Rowe Price Associates
Capital Research Global Investors
Harris Associates L.P
Artisan Partners Limited Partnership
FMR
Massachusetts Financial Services
Morgan Stanley

View all funds holding Marsh & McLennan Companies