MARSH & MCLENNAN COS INC

Ticker: MRSH CUSIP: 571748102 Class: COM

Occidental Asset Management, LLC's Holding History (CIK: 0001770994)

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

Q4 2025
Shares 23,178 Value ($000) $4,300 Avg Close $186.43 Range $173.30 - $207.83
Q3 2025
Shares 21,606 Value ($000) $4,354 Avg Close $204.01 Range $193.16 - $217.79
Q2 2025
Shares 20,775 Value ($000) $4,542 Avg Close $223.19 Range $207.03 - $245.83
Q1 2025
Shares 20,472 Value ($000) $4,996 Avg Close $223.35 Range $202.92 - $243.01
Q4 2024
Shares 19,359 Value ($000) $4,112 Avg Close $217.77 Range $205.01 - $231.80
Q3 2024
Shares 17,804 Value ($000) $3,972 Avg Close $216.92 Range $203.69 - $227.83
Q2 2024
Shares 17,202 Value ($000) $3,625 Avg Close $200.17 Range $190.69 - $211.90
Q1 2024
Shares 16,291 Value ($000) $3,356 Avg Close $193.37 Range $182.28 - $203.67
Q4 2023
Shares 15,311 Value ($000) $2,901 Avg Close $186.95 Range $177.61 - $196.74
Q3 2023
Shares 15,523 Value ($000) $2,954 Avg Close $184.60 Range $176.10 - $192.52
Q2 2023
Shares 15,362 Value ($000) $2,889 Avg Close $170.44 Range $158.35 - $182.02
Q1 2023
Shares 15,101 Value ($000) $2,515 Avg Close $159.32 Range $144.98 - $169.70
Q4 2022
Shares 14,671 Value ($000) $2,428 Avg Close $155.95 Range $140.95 - $169.03
Q3 2022
Shares 14,539 Value ($000) $2,171 Avg Close $152.34 Range $138.65 - $166.00
Q2 2022
Shares 14,118 Value ($000) $2,192 Avg Close $151.71 Range $135.36 - $173.83
Q1 2022
Shares 13,891 Value ($000) $2,367 Avg Close $148.65 Range $134.43 - $164.01
Q4 2021
Shares 13,068 Value ($000) $2,271 Avg Close $156.21 Range $141.53 - $165.13
Q3 2021
Shares 12,551 Value ($000) $1,901 Avg Close $141.63 Range $128.41 - $152.48
Q2 2021
Shares 11,955 Value ($000) $1,682 Avg Close $125.21 Range $112.59 - $132.40
Q1 2021
Shares 11,352 Value ($000) $1,383 Avg Close $107.02 Range $98.83 - $113.89
Q4 2020
Shares 6,479 Value ($000) $758 Avg Close $105.23 Range $94.36 - $110.82
Q3 2020
Shares 5,527 Value ($000) $634 Avg Close $105.63 Range $97.93 - $111.90
Q2 2020
Shares 4,629 Value ($000) $497 Avg Close $93.00 Range $71.99 - $103.18
Q1 2020
Shares 4,570 Value ($000) $395 Avg Close $97.35 Range $67.78 - $109.87
Q2 2019
Shares 8,051 Value ($000) $803 Avg Close $86.29 Range $82.49 - $90.62
Q1 2019
Shares 7,047 Value ($000) $662 Avg Close $79.33 Range $69.39 - $85.50
Q4 2018
Shares 5,704 Value ($000) $455 Avg Close $74.46 Range $66.23 - $80.27
Q3 2018
Shares 5,163 Value ($000) $427 Avg Close $75.30 Range $71.83 - $78.35
Q2 2018
Shares 4,786 Value ($000) $392 Avg Close $72.21 Range $69.38 - $74.98
Q1 2018
Shares 4,554 Value ($000) $376 Avg Close $72.87 Range $69.13 - $75.89
Q4 2017
Shares 4,554 Value ($000) $371 Avg Close $72.87 Range $70.08 - $76.08