MARSH & MCLENNAN COS INC

Ticker: MRSH CUSIP: 571748102 Class: COM

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 10,574 Value ($000) $1,962 Avg Close $186.43 Range $173.30 - $207.83
Q3 2025
Shares 10,845 Value ($000) $2,186 Avg Close $204.01 Range $193.16 - $217.79
Q2 2025
Shares 12,637 Value ($000) $2,763 Avg Close $223.19 Range $207.03 - $245.83
Q1 2025
Shares 13,174 Value ($000) $3,215 Avg Close $223.35 Range $202.92 - $243.01
Q4 2024
Shares 13,024 Value ($000) $2,766 Avg Close $217.77 Range $205.01 - $231.80
Q3 2024
Shares 12,654 Value ($000) $2,823 Avg Close $216.92 Range $203.69 - $227.83
Q2 2024
Shares 12,398 Value ($000) $2,612 Avg Close $200.17 Range $190.69 - $211.90
Q1 2024
Shares 7,192 Value ($000) $1,481 Avg Close $193.37 Range $182.28 - $203.67
Q4 2023
Shares 7,365 Value ($000) $1,396 Avg Close $186.95 Range $177.61 - $196.74
Q3 2023
Shares 7,304 Value ($000) $1,390 Avg Close $184.60 Range $176.10 - $192.52
Q2 2023
Shares 7,468 Value ($000) $1,405 Avg Close $170.44 Range $158.35 - $182.02
Q1 2023
Shares 7,666 Value ($000) $1,277 Avg Close $159.32 Range $144.98 - $169.70
Q4 2022
Shares 7,645 Value ($000) $1,265 Avg Close $155.95 Range $140.95 - $169.03
Q3 2022
Shares 7,992 Value ($000) $1,193,142 Avg Close $152.34 Range $138.65 - $166.00
Q2 2022
Shares 6,824 Value ($000) $1,059,455 Avg Close $151.71 Range $135.36 - $173.83
Q1 2022
Shares 6,879 Value ($000) $1,172,344 Avg Close $148.65 Range $134.43 - $164.01
Q4 2021
Shares 5,744 Value ($000) $998,436 Avg Close $156.21 Range $141.53 - $165.13
Q3 2021
Shares 3,941 Value ($000) $596,792 Avg Close $141.63 Range $128.41 - $152.48
Q2 2021
Shares 1,894 Value ($000) $266,448 Avg Close $125.21 Range $112.59 - $132.40