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Marsh & McLennan Companies shares owned by Executive Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan Companies held by Executive 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 Executive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.4M 36k 203.89
2023-12-31 $6.2M 33k 189.47
2023-09-30 $5.3M 28k 190.31
2019-09-30 $5.0k 58 86.21
2019-06-30 $6.0k 58 103.45
2019-03-31 $5.0k 58 86.21
2018-12-31 $5.0k 68 73.53

More positions owned by Executive Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Goldman Sachs Etf Tr Access Invt Gr (GIGB)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Executive Wealth 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