MARSH & MCLENNAN COS INC

Ticker: MRSH CUSIP: 571748102 Class: COM

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025

Shares 140,191 Value ($000) $26,008 Avg Close $186.43 Range $173.30 - $207.83

Q3 2025

Shares 68,252 Value ($000) $13,754 Avg Close $204.01 Range $193.16 - $217.79

Q2 2025

Shares 30,398 Value ($000) $6,646 Avg Close $223.19 Range $207.03 - $245.83

Q1 2025

Shares 29,138 Value ($000) $7,111 Avg Close $223.35 Range $202.92 - $243.01

Q4 2024

Shares 28,317 Value ($000) $6,015 Avg Close $217.77 Range $205.01 - $231.80

Q3 2024

Shares 22,327 Value ($000) $4,981 Avg Close $216.92 Range $203.69 - $227.83

Q2 2024

Shares 114,158 Value ($000) $24 Avg Close $200.17 Range $190.69 - $211.90

Q1 2024

Shares 47,461 Value ($000) $10 Avg Close $193.37 Range $182.28 - $203.67

Q4 2023

Shares 40,588 Value ($000) $8 Avg Close $186.95 Range $177.61 - $196.74

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	140,191	$26,008	$186.43	$173.30 - $207.83
Q3 2025	68,252	$13,754	$204.01	$193.16 - $217.79
Q2 2025	30,398	$6,646	$223.19	$207.03 - $245.83
Q1 2025	29,138	$7,111	$223.35	$202.92 - $243.01
Q4 2024	28,317	$6,015	$217.77	$205.01 - $231.80
Q3 2024	22,327	$4,981	$216.92	$203.69 - $227.83
Q2 2024	114,158	$24	$200.17	$190.69 - $211.90
Q1 2024	47,461	$10	$193.37	$182.28 - $203.67
Q4 2023	40,588	$8	$186.95	$177.61 - $196.74