MARSH & MCLENNAN COS INC

Ticker: MRSH CUSIP: 571748102 Class: COM

Capital Planning Advisors, LLC's Holding History (CIK: 0001631941)

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

Q4 2025

Shares 19,546 Value ($000) $3,626 Avg Close $186.43 Range $173.30 - $207.83

Q3 2025

Shares 22,089 Value ($000) $4,452 Avg Close $204.01 Range $193.16 - $217.79

Q2 2025

Shares 27,700 Value ($000) $6,056 Avg Close $223.19 Range $207.03 - $245.83

Q1 2025

Shares 28,099 Value ($000) $6,857 Avg Close $223.35 Range $202.92 - $243.01

Q4 2024

Shares 28,378 Value ($000) $6,028 Avg Close $217.77 Range $205.01 - $231.80

Q3 2024

Shares 25,846 Value ($000) $5,766 Avg Close $216.92 Range $203.69 - $227.83

Q2 2024

Shares 25,415 Value ($000) $5,355 Avg Close $200.17 Range $190.69 - $211.90

Q1 2024

Shares 24,428 Value ($000) $5,032 Avg Close $193.37 Range $182.28 - $203.67

Q4 2023

Shares 23,180 Value ($000) $4,392 Avg Close $186.95 Range $177.61 - $196.74

Q3 2023

Shares 23,521 Value ($000) $4,476 Avg Close $184.60 Range $176.10 - $192.52

Q2 2023

Shares 23,575 Value ($000) $4,434 Avg Close $170.44 Range $158.35 - $182.02

Q1 2023

Shares 23,617 Value ($000) $3,933 Avg Close $159.32 Range $144.98 - $169.70

Q4 2022

Shares 25,152 Value ($000) $4,162 Avg Close $155.95 Range $140.95 - $169.03

Q3 2022

Shares 20,342 Value ($000) $3,037 Avg Close $152.34 Range $138.65 - $166.00

Q2 2022

Shares 18,613 Value ($000) $2,890 Avg Close $151.71 Range $135.36 - $173.83

Q1 2022

Shares 18,666 Value ($000) $3,181 Avg Close $148.65 Range $134.43 - $164.01

Q4 2021

Shares 18,837 Value ($000) $3,274 Avg Close $156.21 Range $141.53 - $165.13

Q3 2021

Shares 18,269 Value ($000) $2,766 Avg Close $141.63 Range $128.41 - $152.48

Q2 2021

Shares 18,165 Value ($000) $2,555 Avg Close $125.21 Range $112.59 - $132.40

Q1 2021

Shares 18,005 Value ($000) $2,193 Avg Close $107.02 Range $98.83 - $113.89

Q4 2020

Shares 16,137 Value ($000) $1,888 Avg Close $105.23 Range $94.36 - $110.82

Q3 2020

Shares 19,304 Value ($000) $2,214 Avg Close $105.63 Range $97.93 - $111.90

Q2 2020

Shares 19,350 Value ($000) $2,078 Avg Close $93.00 Range $71.99 - $103.18

Q1 2020

Shares 11,883 Value ($000) $1,027 Avg Close $97.35 Range $67.78 - $109.87

Q4 2019

Shares 12,226 Value ($000) $1,362 Avg Close $95.06 Range $86.01 - $104.01

Q3 2019

Shares 11,411 Value ($000) $1,142 Avg Close $90.54 Range $85.70 - $93.91

Q2 2019

Shares 11,957 Value ($000) $1,193 Avg Close $86.29 Range $82.49 - $90.62

Q1 2019

Shares 11,924 Value ($000) $1,120 Avg Close $79.33 Range $69.39 - $85.50

Q4 2018

Shares 11,918 Value ($000) $950 Avg Close $74.46 Range $66.23 - $80.27

Q3 2018

Shares 14,239 Value ($000) $1,178 Avg Close $75.30 Range $71.83 - $78.35

Q2 2018

Shares 6,976 Value ($000) $572 Avg Close $72.21 Range $69.38 - $74.98

Q1 2017

Shares 4,883 Value ($000) $361 Avg Close $61.73 Range $57.29 - $65.47

Q4 2016

Shares 4,883 Value ($000) $330 Avg Close $57.67 Range $53.49 - $60.18

Q3 2016

Shares 4,883 Value ($000) $328 Avg Close $57.32 Range $55.91 - $58.65

Q2 2016

Shares 4,883 Value ($000) $334 Avg Close $54.66 Range $50.84 - $58.55

Q1 2016

Shares 4,883 Value ($000) $297 Avg Close $47.39 Range $42.68 - $51.78

Q4 2015

Shares 4,883 Value ($000) $271 Avg Close $46.40 Range $42.63 - $48.51

Q3 2015

Shares 4,883 Value ($000) $255 Avg Close $46.73 Range $42.51 - $49.38

Q2 2015

Shares 5,833 Value ($000) $331 Avg Close $48.09 Range $46.11 - $50.08

Q1 2015

Shares 5,833 Value ($000) $327 Avg Close $46.67 Range $44.22 - $48.27

Q4 2014

Shares 5,833 Value ($000) $334 Avg Close $45.21 Range $40.02 - $48.56

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	19,546	$3,626	$186.43	$173.30 - $207.83
Q3 2025	22,089	$4,452	$204.01	$193.16 - $217.79
Q2 2025	27,700	$6,056	$223.19	$207.03 - $245.83
Q1 2025	28,099	$6,857	$223.35	$202.92 - $243.01
Q4 2024	28,378	$6,028	$217.77	$205.01 - $231.80
Q3 2024	25,846	$5,766	$216.92	$203.69 - $227.83
Q2 2024	25,415	$5,355	$200.17	$190.69 - $211.90
Q1 2024	24,428	$5,032	$193.37	$182.28 - $203.67
Q4 2023	23,180	$4,392	$186.95	$177.61 - $196.74
Q3 2023	23,521	$4,476	$184.60	$176.10 - $192.52
Q2 2023	23,575	$4,434	$170.44	$158.35 - $182.02
Q1 2023	23,617	$3,933	$159.32	$144.98 - $169.70
Q4 2022	25,152	$4,162	$155.95	$140.95 - $169.03
Q3 2022	20,342	$3,037	$152.34	$138.65 - $166.00
Q2 2022	18,613	$2,890	$151.71	$135.36 - $173.83
Q1 2022	18,666	$3,181	$148.65	$134.43 - $164.01
Q4 2021	18,837	$3,274	$156.21	$141.53 - $165.13
Q3 2021	18,269	$2,766	$141.63	$128.41 - $152.48
Q2 2021	18,165	$2,555	$125.21	$112.59 - $132.40
Q1 2021	18,005	$2,193	$107.02	$98.83 - $113.89
Q4 2020	16,137	$1,888	$105.23	$94.36 - $110.82
Q3 2020	19,304	$2,214	$105.63	$97.93 - $111.90
Q2 2020	19,350	$2,078	$93.00	$71.99 - $103.18
Q1 2020	11,883	$1,027	$97.35	$67.78 - $109.87
Q4 2019	12,226	$1,362	$95.06	$86.01 - $104.01
Q3 2019	11,411	$1,142	$90.54	$85.70 - $93.91
Q2 2019	11,957	$1,193	$86.29	$82.49 - $90.62
Q1 2019	11,924	$1,120	$79.33	$69.39 - $85.50
Q4 2018	11,918	$950	$74.46	$66.23 - $80.27
Q3 2018	14,239	$1,178	$75.30	$71.83 - $78.35
Q2 2018	6,976	$572	$72.21	$69.38 - $74.98
Q1 2017	4,883	$361	$61.73	$57.29 - $65.47
Q4 2016	4,883	$330	$57.67	$53.49 - $60.18
Q3 2016	4,883	$328	$57.32	$55.91 - $58.65
Q2 2016	4,883	$334	$54.66	$50.84 - $58.55
Q1 2016	4,883	$297	$47.39	$42.68 - $51.78
Q4 2015	4,883	$271	$46.40	$42.63 - $48.51
Q3 2015	4,883	$255	$46.73	$42.51 - $49.38
Q2 2015	5,833	$331	$48.09	$46.11 - $50.08
Q1 2015	5,833	$327	$46.67	$44.22 - $48.27
Q4 2014	5,833	$334	$45.21	$40.02 - $48.56