MARSH & MCLENNAN COS INC

Ticker: MRSH CUSIP: 571748102 Class: COM

True Wealth Design, LLC's Holding History (CIK: 0001966033)

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

Q4 2025
Shares 313 Value ($000) $58 Avg Close $186.43 Range $173.30 - $207.83
Q3 2025
Shares 497 Value ($000) $100 Avg Close $204.01 Range $193.16 - $217.79
Q2 2025
Shares 37 Value ($000) $8 Avg Close $223.19 Range $207.03 - $245.83
Q1 2025
Shares 42 Value ($000) $10 Avg Close $223.35 Range $202.92 - $243.01
Q4 2024
Shares 25 Value ($000) $5 Avg Close $217.77 Range $205.01 - $231.80
Q3 2024
Shares 65 Value ($000) $15 Avg Close $216.92 Range $203.69 - $227.83
Q2 2024
Shares 85 Value ($000) $18 Avg Close $200.17 Range $190.69 - $211.90
Q1 2024
Shares 85 Value ($000) $18 Avg Close $193.37 Range $182.28 - $203.67
Q4 2023
Shares 85 Value ($000) $16 Avg Close $186.95 Range $177.61 - $196.74
Q3 2023
Shares 788 Value ($000) $150 Avg Close $184.60 Range $176.10 - $192.52
Q2 2023
Shares 788 Value ($000) $148 Avg Close $170.44 Range $158.35 - $182.02
Q1 2023
Shares 803 Value ($000) $134 Avg Close $159.32 Range $144.98 - $169.70
Q4 2022
Shares 788 Value ($000) $130 Avg Close $155.95 Range $140.95 - $169.03