MARSH & MCLENNAN COS INC

Ticker: MRSH CUSIP: 571748102 Class: COM

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 303 Value ($000) $56 Avg Close $186.43 Range $173.30 - $207.83
Q3 2025
Shares 324 Value ($000) $65 Avg Close $204.01 Range $193.16 - $217.79
Q2 2025
Shares 337 Value ($000) $74 Avg Close $223.19 Range $207.03 - $245.83
Q1 2025
Shares 337 Value ($000) $82 Avg Close $223.35 Range $202.92 - $243.01
Q4 2024
Shares 394 Value ($000) $84 Avg Close $217.77 Range $205.01 - $231.80
Q3 2024
Shares 388 Value ($000) $87 Avg Close $216.92 Range $203.69 - $227.83
Q2 2024
Shares 341 Value ($000) $72 Avg Close $200.17 Range $190.69 - $211.90
Q1 2024
Shares 341 Value ($000) $70 Avg Close $193.37 Range $182.28 - $203.67
Q4 2023
Shares 341 Value ($000) $65 Avg Close $186.95 Range $177.61 - $196.74
Q3 2023
Shares 12,952 Value ($000) $2,465 Avg Close $184.60 Range $176.10 - $192.52
Q2 2023
Shares 12,952 Value ($000) $2,436 Avg Close $170.44 Range $158.35 - $182.02
Q1 2023
Shares 13,110 Value ($000) $2,183 Avg Close $159.32 Range $144.98 - $169.70
Q4 2022
Shares 13,251 Value ($000) $2,193 Avg Close $155.95 Range $140.95 - $169.03
Q3 2022
Shares 12,914 Value ($000) $1,928 Avg Close $152.34 Range $138.65 - $166.00
Q2 2022
Shares 12,914 Value ($000) $2,005 Avg Close $151.71 Range $135.36 - $173.83
Q1 2022
Shares 12,914 Value ($000) $2,201 Avg Close $148.65 Range $134.43 - $164.01
Q4 2021
Shares 12,914 Value ($000) $2,245 Avg Close $156.21 Range $141.53 - $165.13
Q3 2021
Shares 12,914 Value ($000) $1,955,556 Avg Close $141.63 Range $128.41 - $152.48
Q2 2021
Shares 14,708 Value ($000) $2,069,111 Avg Close $125.21 Range $112.59 - $132.40
Q1 2021
Shares 16,238 Value ($000) $1,977,780 Avg Close $107.02 Range $98.83 - $113.89
Q4 2020
Shares 16,238 Value ($000) $1,900 Avg Close $105.23 Range $94.36 - $110.82
Q3 2020
Shares 13,841 Value ($000) $1,587,554 Avg Close $105.63 Range $97.93 - $111.90
Q2 2020
Shares 13,841 Value ($000) $1,486,100 Avg Close $93.00 Range $71.99 - $103.18
Q1 2020
Shares 13,841 Value ($000) $1,196,687 Avg Close $97.35 Range $67.78 - $109.87
Q4 2019
Shares 13,853 Value ($000) $1,543,355 Avg Close $95.06 Range $86.01 - $104.01
Q3 2019
Shares 13,840 Value ($000) $1,384 Avg Close $90.54 Range $85.70 - $93.91
Q2 2019
Shares 13,841 Value ($000) $1,380,632 Avg Close $86.29 Range $82.49 - $90.62
Q1 2019
Shares 1,230 Value ($000) $115,490 Avg Close $79.33 Range $69.39 - $85.50
Q4 2018
Shares 1,229 Value ($000) $98 Avg Close $74.46 Range $66.23 - $80.27
Q3 2018
Shares 1,229 Value ($000) $101 Avg Close $75.30 Range $71.83 - $78.35