MARSH & MCLENNAN COS INC

Ticker: MRSH CUSIP: 571748102 Class: COM

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 120,547 Value ($000) $22,364 Avg Close $186.43 Range $173.30 - $207.83

Q3 2025

Shares 107,840 Value ($000) $21,733 Avg Close $204.01 Range $193.16 - $217.79

Q2 2025

Shares 109,729 Value ($000) $23,991 Avg Close $223.19 Range $207.03 - $245.83

Q1 2025

Shares 109,813 Value ($000) $26,798 Avg Close $223.35 Range $202.92 - $243.01

Q4 2024

Shares 99,707 Value ($000) $21,179 Avg Close $217.77 Range $205.01 - $231.80

Q3 2024

Shares 98,579 Value ($000) $21,992 Avg Close $216.92 Range $203.69 - $227.83

Q2 2024

Shares 92,722 Value ($000) $19,538 Avg Close $200.17 Range $190.69 - $211.90

Q1 2024

Shares 86,556 Value ($000) $17,829 Avg Close $193.37 Range $182.28 - $203.67

Q4 2023

Shares 79,742 Value ($000) $15,109 Avg Close $186.95 Range $177.61 - $196.74

Q3 2023

Shares 90,270 Value ($000) $17,179 Avg Close $184.60 Range $176.10 - $192.52

Q2 2023

Shares 80,911 Value ($000) $15,218 Avg Close $170.44 Range $158.35 - $182.02

Q1 2023

Shares 76,440 Value ($000) $12,731 Avg Close $159.32 Range $144.98 - $169.70

Q4 2022

Shares 75,106 Value ($000) $12,429 Avg Close $155.95 Range $140.95 - $169.03

Q3 2022

Shares 73,607 Value ($000) $10,989 Avg Close $152.34 Range $138.65 - $166.00

Q2 2022

Shares 74,721 Value ($000) $11,600 Avg Close $151.71 Range $135.36 - $173.83

Q1 2022

Shares 73,301 Value ($000) $12,492 Avg Close $148.65 Range $134.43 - $164.01

Q4 2021

Shares 39,044 Value ($000) $6,787 Avg Close $156.21 Range $141.53 - $165.13

Q3 2021

Shares 39,036 Value ($000) $5,911 Avg Close $141.63 Range $128.41 - $152.48

Q2 2021

Shares 35,227 Value ($000) $4,956 Avg Close $125.21 Range $112.59 - $132.40

Q1 2021

Shares 32,652 Value ($000) $3,977 Avg Close $107.02 Range $98.83 - $113.89

Q4 2020

Shares 31,035 Value ($000) $3,631 Avg Close $105.23 Range $94.36 - $110.82

Q3 2020

Shares 30,878 Value ($000) $3,542 Avg Close $105.63 Range $97.93 - $111.90

Q2 2020

Shares 30,555 Value ($000) $3,281 Avg Close $93.00 Range $71.99 - $103.18

Q1 2020

Shares 36,821 Value ($000) $3,184 Avg Close $97.35 Range $67.78 - $109.87

Q4 2019

Shares 36,044 Value ($000) $4,016 Avg Close $95.06 Range $86.01 - $104.01

Q3 2019

Shares 31,277 Value ($000) $3,129 Avg Close $90.54 Range $85.70 - $93.91

Q2 2019

Shares 30,228 Value ($000) $3,015 Avg Close $86.29 Range $82.49 - $90.62

Q1 2019

Shares 30,755 Value ($000) $2,888 Avg Close $79.33 Range $69.39 - $85.50

Q4 2018

Shares 31,152 Value ($000) $2,484 Avg Close $74.46 Range $66.23 - $80.27

Q3 2018

Shares 31,620 Value ($000) $2,616 Avg Close $75.30 Range $71.83 - $78.35

Q2 2018

Shares 33,660 Value ($000) $2,759 Avg Close $72.21 Range $69.38 - $74.98

Q1 2018

Shares 35,772 Value ($000) $2,954 Avg Close $72.87 Range $69.13 - $75.89

Q4 2017

Shares 37,174 Value ($000) $3,026 Avg Close $72.87 Range $70.08 - $76.08

Q3 2017

Shares 38,354 Value ($000) $3,214 Avg Close $69.18 Range $66.77 - $73.79

Q2 2017

Shares 37,330 Value ($000) $2,910 Avg Close $65.59 Range $62.21 - $70.09

Q1 2017

Shares 39,222 Value ($000) $2,898 Avg Close $61.73 Range $57.29 - $65.47

Q4 2016

Shares 41,447 Value ($000) $2,801 Avg Close $57.67 Range $53.49 - $60.18

Q3 2016

Shares 39,631 Value ($000) $2,665 Avg Close $57.32 Range $55.91 - $58.65

Q2 2016

Shares 11,912 Value ($000) $816 Avg Close $54.66 Range $50.84 - $58.55

Q1 2016

Shares 11,596 Value ($000) $705 Avg Close $47.39 Range $42.68 - $51.78

Q4 2015

Shares 11,360 Value ($000) $630 Avg Close $46.40 Range $42.63 - $48.51

Q3 2015

Shares 12,801 Value ($000) $668 Avg Close $46.73 Range $42.51 - $49.38

Q1 2015

Shares 8,289 Value ($000) $465 Avg Close $46.67 Range $44.22 - $48.27

Q4 2014

Shares 8,520 Value ($000) $488 Avg Close $45.21 Range $40.02 - $48.56

Q3 2014

Shares 5,505 Value ($000) $288 Avg Close $42.74 Range $40.97 - $44.10

Q2 2014

Shares 4,257 Value ($000) $221 Avg Close $40.50 Range $38.06 - $42.84

Q1 2014

Shares 3,466 Value ($000) $171 Avg Close $38.81 Range $35.81 - $41.06

Q4 2013

Shares 3,164 Value ($000) $153 Avg Close $37.39 Range $33.79 - $39.29

Q3 2013

Shares 2,823 Value ($000) $123 Avg Close $33.72 Range $31.78 - $35.90

Q2 2013

Shares 2,823 Value ($000) $113 Avg Close $31.19 Range $29.36 - $33.32

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	120,547	$22,364	$186.43	$173.30 - $207.83
Q3 2025	107,840	$21,733	$204.01	$193.16 - $217.79
Q2 2025	109,729	$23,991	$223.19	$207.03 - $245.83
Q1 2025	109,813	$26,798	$223.35	$202.92 - $243.01
Q4 2024	99,707	$21,179	$217.77	$205.01 - $231.80
Q3 2024	98,579	$21,992	$216.92	$203.69 - $227.83
Q2 2024	92,722	$19,538	$200.17	$190.69 - $211.90
Q1 2024	86,556	$17,829	$193.37	$182.28 - $203.67
Q4 2023	79,742	$15,109	$186.95	$177.61 - $196.74
Q3 2023	90,270	$17,179	$184.60	$176.10 - $192.52
Q2 2023	80,911	$15,218	$170.44	$158.35 - $182.02
Q1 2023	76,440	$12,731	$159.32	$144.98 - $169.70
Q4 2022	75,106	$12,429	$155.95	$140.95 - $169.03
Q3 2022	73,607	$10,989	$152.34	$138.65 - $166.00
Q2 2022	74,721	$11,600	$151.71	$135.36 - $173.83
Q1 2022	73,301	$12,492	$148.65	$134.43 - $164.01
Q4 2021	39,044	$6,787	$156.21	$141.53 - $165.13
Q3 2021	39,036	$5,911	$141.63	$128.41 - $152.48
Q2 2021	35,227	$4,956	$125.21	$112.59 - $132.40
Q1 2021	32,652	$3,977	$107.02	$98.83 - $113.89
Q4 2020	31,035	$3,631	$105.23	$94.36 - $110.82
Q3 2020	30,878	$3,542	$105.63	$97.93 - $111.90
Q2 2020	30,555	$3,281	$93.00	$71.99 - $103.18
Q1 2020	36,821	$3,184	$97.35	$67.78 - $109.87
Q4 2019	36,044	$4,016	$95.06	$86.01 - $104.01
Q3 2019	31,277	$3,129	$90.54	$85.70 - $93.91
Q2 2019	30,228	$3,015	$86.29	$82.49 - $90.62
Q1 2019	30,755	$2,888	$79.33	$69.39 - $85.50
Q4 2018	31,152	$2,484	$74.46	$66.23 - $80.27
Q3 2018	31,620	$2,616	$75.30	$71.83 - $78.35
Q2 2018	33,660	$2,759	$72.21	$69.38 - $74.98
Q1 2018	35,772	$2,954	$72.87	$69.13 - $75.89
Q4 2017	37,174	$3,026	$72.87	$70.08 - $76.08
Q3 2017	38,354	$3,214	$69.18	$66.77 - $73.79
Q2 2017	37,330	$2,910	$65.59	$62.21 - $70.09
Q1 2017	39,222	$2,898	$61.73	$57.29 - $65.47
Q4 2016	41,447	$2,801	$57.67	$53.49 - $60.18
Q3 2016	39,631	$2,665	$57.32	$55.91 - $58.65
Q2 2016	11,912	$816	$54.66	$50.84 - $58.55
Q1 2016	11,596	$705	$47.39	$42.68 - $51.78
Q4 2015	11,360	$630	$46.40	$42.63 - $48.51
Q3 2015	12,801	$668	$46.73	$42.51 - $49.38
Q1 2015	8,289	$465	$46.67	$44.22 - $48.27
Q4 2014	8,520	$488	$45.21	$40.02 - $48.56
Q3 2014	5,505	$288	$42.74	$40.97 - $44.10
Q2 2014	4,257	$221	$40.50	$38.06 - $42.84
Q1 2014	3,466	$171	$38.81	$35.81 - $41.06
Q4 2013	3,164	$153	$37.39	$33.79 - $39.29
Q3 2013	2,823	$123	$33.72	$31.78 - $35.90
Q2 2013	2,823	$113	$31.19	$29.36 - $33.32