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Marsh & McLennan Companies shares owned by SHP Wealth Management

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

Historical chart of SHP Wealth Management investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Marsh & McLennan Companies by SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $286k 1.7k 166.64
2026-03-31 $35k 200 173.86
2025-12-31 $26k 138 186.15

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Fidelity Covington Trust Enhanced Large (FELC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr High Yld Systm B (HYDB)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Covington Trust High Divid Etf (FDVV)

View all positions for SHP Wealth Management

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