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Marsh & McLennan Companies shares owned by Wealth Preservation Advisors

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

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

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

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Quarterly reported holdings in Marsh & McLennan Companies by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $55k 317 173.45

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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