MARSH & MCLENNAN COS INC

Ticker: MRSH CUSIP: 571748102 Class: COM

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025

Shares 100,672 Value ($000) $18,677 Avg Close $186.43 Range $173.30 - $207.83

Q3 2025

Shares 6,262 Value ($000) $1,262 Avg Close $204.01 Range $193.16 - $217.79

Q2 2025

Shares 3,959 Value ($000) $866 Avg Close $223.19 Range $207.03 - $245.83

Q1 2025

Shares 3,513 Value ($000) $857 Avg Close $223.35 Range $202.92 - $243.01

Q4 2024

Shares 3,007 Value ($000) $639 Avg Close $217.77 Range $205.01 - $231.80

Q3 2024

Shares 3,187 Value ($000) $711 Avg Close $216.92 Range $203.69 - $227.83

Q2 2024

Shares 2,868 Value ($000) $604 Avg Close $200.17 Range $190.69 - $211.90

Q1 2024

Shares 2,596 Value ($000) $535 Avg Close $193.37 Range $182.28 - $203.67

Q4 2023

Shares 8,180 Value ($000) $1,579 Avg Close $186.95 Range $177.61 - $196.74

Q3 2023

Shares 14,365 Value ($000) $2,734 Avg Close $184.60 Range $176.10 - $192.52

Q2 2023

Shares 14,361 Value ($000) $2,701 Avg Close $170.44 Range $158.35 - $182.02

Q1 2023

Shares 13,806 Value ($000) $2,299 Avg Close $159.32 Range $144.98 - $169.70

Q4 2022

Shares 23,734 Value ($000) $3,928 Avg Close $155.95 Range $140.95 - $169.03

Q3 2022

Shares 15,921 Value ($000) $2,377 Avg Close $152.34 Range $138.65 - $166.00

Q2 2022

Shares 17,689 Value ($000) $2,746 Avg Close $151.71 Range $135.36 - $173.83

Q1 2022

Shares 16,702 Value ($000) $2,846 Avg Close $148.65 Range $134.43 - $164.01

Q4 2021

Shares 13,660 Value ($000) $2,374 Avg Close $156.21 Range $141.53 - $165.13

Q3 2021

Shares 11,763 Value ($000) $1,781 Avg Close $141.63 Range $128.41 - $152.48

Q2 2021

Shares 11,761 Value ($000) $1,655 Avg Close $125.21 Range $112.59 - $132.40

Q1 2021

Shares 11,652 Value ($000) $1,419 Avg Close $107.02 Range $98.83 - $113.89

Q4 2020

Shares 3,842 Value ($000) $449 Avg Close $105.23 Range $94.36 - $110.82

Q3 2020

Shares 7,963 Value ($000) $913 Avg Close $105.63 Range $97.93 - $111.90

Q2 2020

Shares 11,880 Value ($000) $1,276 Avg Close $93.00 Range $71.99 - $103.18

Q1 2020

Shares 7,017 Value ($000) $607 Avg Close $97.35 Range $67.78 - $109.87

Q4 2019

Shares 2,071 Value ($000) $231 Avg Close $95.06 Range $86.01 - $104.01

Q3 2019

Shares 2,004 Value ($000) $200 Avg Close $90.54 Range $85.70 - $93.91

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	100,672	$18,677	$186.43	$173.30 - $207.83
Q3 2025	6,262	$1,262	$204.01	$193.16 - $217.79
Q2 2025	3,959	$866	$223.19	$207.03 - $245.83
Q1 2025	3,513	$857	$223.35	$202.92 - $243.01
Q4 2024	3,007	$639	$217.77	$205.01 - $231.80
Q3 2024	3,187	$711	$216.92	$203.69 - $227.83
Q2 2024	2,868	$604	$200.17	$190.69 - $211.90
Q1 2024	2,596	$535	$193.37	$182.28 - $203.67
Q4 2023	8,180	$1,579	$186.95	$177.61 - $196.74
Q3 2023	14,365	$2,734	$184.60	$176.10 - $192.52
Q2 2023	14,361	$2,701	$170.44	$158.35 - $182.02
Q1 2023	13,806	$2,299	$159.32	$144.98 - $169.70
Q4 2022	23,734	$3,928	$155.95	$140.95 - $169.03
Q3 2022	15,921	$2,377	$152.34	$138.65 - $166.00
Q2 2022	17,689	$2,746	$151.71	$135.36 - $173.83
Q1 2022	16,702	$2,846	$148.65	$134.43 - $164.01
Q4 2021	13,660	$2,374	$156.21	$141.53 - $165.13
Q3 2021	11,763	$1,781	$141.63	$128.41 - $152.48
Q2 2021	11,761	$1,655	$125.21	$112.59 - $132.40
Q1 2021	11,652	$1,419	$107.02	$98.83 - $113.89
Q4 2020	3,842	$449	$105.23	$94.36 - $110.82
Q3 2020	7,963	$913	$105.63	$97.93 - $111.90
Q2 2020	11,880	$1,276	$93.00	$71.99 - $103.18
Q1 2020	7,017	$607	$97.35	$67.78 - $109.87
Q4 2019	2,071	$231	$95.06	$86.01 - $104.01
Q3 2019	2,004	$200	$90.54	$85.70 - $93.91