MARSH & MCLENNAN COS INC

Ticker: MRSH CUSIP: 571748102 Class: COM

Cape Investment Advisory, Inc.'s Holding History (CIK: 0001944437)

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

Q4 2025

Shares 103 Value ($000) $19 Avg Close $186.43 Range $173.30 - $207.83

Q2 2025

Shares 7 Value ($000) $2 Avg Close $223.19 Range $207.03 - $245.83

Q1 2025

Shares 7 Value ($000) $2 Avg Close $223.35 Range $202.92 - $243.01

Q4 2024

Shares 8 Value ($000) $2 Avg Close $217.77 Range $205.01 - $231.80

Q4 2023

Shares 6 Value ($000) $1 Avg Close $186.95 Range $177.61 - $196.74

Q1 2023

Shares 35 Value ($000) $6 Avg Close $159.32 Range $144.98 - $169.70

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	103	$19	$186.43	$173.30 - $207.83
Q2 2025	7	$2	$223.19	$207.03 - $245.83
Q1 2025	7	$2	$223.35	$202.92 - $243.01
Q4 2024	8	$2	$217.77	$205.01 - $231.80
Q4 2023	6	$1	$186.95	$177.61 - $196.74
Q1 2023	35	$6	$159.32	$144.98 - $169.70