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Marsh & McLennan Companies shares owned by Coldstream Capital Management

Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Coldstream Capital Management from 13F filings

Historical chart of Coldstream Capital Management investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Marsh & McLennan Companies by Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 8.2k 189.47
2023-09-30 $1.4M 7.4k 190.30
2023-06-30 $1.4M 7.4k 188.08
2023-03-31 $1.2M 7.2k 166.55
2022-12-31 $1.2M 7.3k 165.48
2022-06-30 $1.0M 6.7k 155.28
2022-03-31 $952k 5.6k 170.33
2021-12-31 $1.1M 6.3k 173.84
2021-09-30 $355k 3.1k 114.81
2021-06-30 $482k 3.4k 140.73
2021-03-31 $390k 3.2k 121.72
2020-12-31 $381k 3.3k 116.87
2020-09-30 $295k 2.6k 114.65
2020-06-30 $276k 2.6k 107.14
2020-03-31 $205k 2.4k 86.10
2019-12-31 $295k 2.6k 111.57
2019-09-30 $241k 2.4k 100.12
2019-06-30 $232k 2.3k 99.74
2019-03-31 $202k 2.1k 94.13
2018-12-31 $203k 2.6k 79.58
2018-09-30 $274k 3.3k 82.73
2018-06-30 $228k 2.8k 82.04
2018-03-31 $261k 3.2k 82.49
2017-12-31 $216k 2.7k 81.45
2017-09-30 $222k 2.6k 83.90
2017-06-30 $2.2M 28k 77.96
2017-03-31 $1.9M 26k 73.88
2016-12-31 $1.7M 26k 67.59
2016-09-30 $1.6M 24k 67.24
2016-06-30 $1.6M 24k 68.45
2016-03-31 $1.9M 31k 60.78
2015-12-31 $2.1M 37k 55.44
2015-09-30 $2.0M 38k 52.21
2015-06-30 $2.3M 40k 56.71
2015-03-31 $2.3M 41k 56.09
2014-12-31 $2.3M 40k 57.23
2014-09-30 $2.1M 39k 52.35
2014-06-30 $2.0M 39k 51.81
2014-03-31 $1.9M 38k 49.30
2013-12-31 $1.9M 39k 48.36
2013-09-30 $1.7M 39k 43.56
2013-06-30 $1.5M 38k 39.91
2013-03-31 $1.5M 38k 37.97
2012-12-31 $1.3M 38k 34.48

More positions owned by Coldstream Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Proshares Tr S&p Mdcp 400 Div (REGL)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rusel 2500 Etf (SMMD)
Apple (AAPL)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)

View all positions for Coldstream Capital Management

Top funds holding Marsh & McLennan Companies

Vanguard Group
BlackRock
FMR
Wellington Management Company
Massachusetts Financial Services
T. Rowe Price Associates
Geode Capital Management
Ameriprise Financial
Bank of America Corporation
Mawer Investment Management
Morgan Stanley
Northern Trust
Nuveen Asset Management
Jpmorgan Chase & Co
Legal & General Group

View all funds holding Marsh & McLennan Companies