Regent Peak Wealth Advisors »

Marsh & McLennan Companies shares owned by Regent Peak Wealth Advisors

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

Historical chart of Regent Peak Wealth Advisors investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Marsh & McLennan Companies by Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $202k 980 205.98
2020-12-31 $71k 606 117.16

More positions owned by Regent Peak Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Accenture Plc Ireland Shs Class A (ACN)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Div Grwth (DGRO)
Spire (SR)
Vanguard Index Fds Value Etf (VTV)
Coca-Cola Company (KO)
Amazon (AMZN)

View all positions for Regent Peak Wealth Advisors

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