MARSH & MCLENNAN COS INC

Ticker: MRSH CUSIP: 571748102 Class: COM

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q4 2025
Shares 5,684 Value ($000) $1,054 Avg Close $186.43 Range $173.30 - $207.83
Q3 2025
Shares 6,033 Value ($000) $1,216 Avg Close $204.01 Range $193.16 - $217.79
Q2 2025
Shares 6,033 Value ($000) $1,319 Avg Close $223.19 Range $207.03 - $245.83
Q1 2025
Shares 6,048 Value ($000) $1,476 Avg Close $223.35 Range $202.92 - $243.01
Q4 2024
Shares 6,155 Value ($000) $1,307 Avg Close $217.77 Range $205.01 - $231.80
Q3 2024
Shares 6,077 Value ($000) $1,356 Avg Close $216.92 Range $203.69 - $227.83
Q2 2024
Shares 6,070 Value ($000) $1,279 Avg Close $200.17 Range $190.69 - $211.90
Q1 2024
Shares 6,132 Value ($000) $1,263 Avg Close $193.37 Range $182.28 - $203.67
Q4 2023
Shares 6,142 Value ($000) $1,164 Avg Close $186.95 Range $177.61 - $196.74
Q3 2023
Shares 5,080 Value ($000) $967 Avg Close $184.60 Range $176.10 - $192.52
Q2 2023
Shares 252 Value ($000) $47 Avg Close $170.44 Range $158.35 - $182.02
Q1 2023
Shares 180 Value ($000) $30 Avg Close $159.32 Range $144.98 - $169.70
Q4 2022
Shares 403 Value ($000) $67 Avg Close $155.95 Range $140.95 - $169.03
Q2 2022
Shares 1,006 Value ($000) $156 Avg Close $151.71 Range $135.36 - $173.83
Q1 2022
Shares 1,024 Value ($000) $175 Avg Close $148.65 Range $134.43 - $164.01
Q4 2021
Shares 1,006 Value ($000) $175 Avg Close $156.21 Range $141.53 - $165.13
Q3 2021
Shares 481 Value ($000) $73 Avg Close $141.63 Range $128.41 - $152.48
Q2 2021
Shares 925 Value ($000) $130 Avg Close $125.21 Range $112.59 - $132.40
Q1 2021
Shares 1,045 Value ($000) $127 Avg Close $107.02 Range $98.83 - $113.89
Q4 2020
Shares 7 Value ($000) $1 Avg Close $105.23 Range $94.36 - $110.82