MARSH & MCLENNAN COS INC

Ticker: MRSH CUSIP: 571748102 Class: COM

Financial Perspectives, Inc's Holding History (CIK: 0002003287)

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

Q3 2025

Shares 12 Value ($000) $2 Avg Close $204.01 Range $193.16 - $217.79

Q2 2025

Shares 12 Value ($000) $3 Avg Close $223.19 Range $207.03 - $245.83

Q1 2025

Shares 12 Value ($000) $3 Avg Close $223.35 Range $202.92 - $243.01

Q4 2024

Shares 12 Value ($000) $3 Avg Close $217.77 Range $205.01 - $231.80

Q3 2024

Shares 12 Value ($000) $3 Avg Close $216.92 Range $203.69 - $227.83

Q4 2023

Shares 1 Value ($000) $0 Avg Close $186.95 Range $177.61 - $196.74

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	12	$2	$204.01	$193.16 - $217.79
Q2 2025	12	$3	$223.19	$207.03 - $245.83
Q1 2025	12	$3	$223.35	$202.92 - $243.01
Q4 2024	12	$3	$217.77	$205.01 - $231.80
Q3 2024	12	$3	$216.92	$203.69 - $227.83
Q4 2023	1	$0	$186.95	$177.61 - $196.74