Marsh & Mclennan Companies, Inc.

Caldwell Trust Co MRSH

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/30/2026

Shares

3,531

Value ($000)

655

Weight

0.1%

2019 Q4 - 2025 Q4 (25 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	1/30/2026	655	0.1%	3,531	12/31/2025
2025 Q3	10/23/2025	791	0.1%	3,927	9/30/2025
2025 Q2	9/22/2025	791	0.1%	3,616	6/30/2025
2025 Q1	9/23/2025	882	0.1%	3,616	3/31/2025
2024 Q4	9/24/2025	768	0.1%	3,616	12/31/2024
2024 Q3	9/24/2025	818	0.1%	3,666	9/30/2024
2024 Q2	9/24/2025	854	0.1%	4,051	6/30/2024
2024 Q1	9/24/2025	715	0.1%	3,471	3/31/2024
2023 Q4	10/1/2025	664	0.1%	3,502	12/31/2023
2023 Q3	10/1/2025	669	0.1%	3,514	9/30/2023
2023 Q2	10/1/2025	666	0.1%	3,539	6/30/2023
2023 Q1	10/1/2025	576	0.1%	3,456	3/31/2023
2022 Q4	10/1/2025	572	0.1%	3,456	12/31/2022
2022 Q3	10/1/2025	574	0.1%	3,844	9/30/2022
2022 Q2	10/2/2025	562	0.1%	3,620	6/30/2022
2022 Q1	10/2/2025	620	0.1%	3,636	3/31/2022
2021 Q4	10/2/2025	632	0.1%	3,636	12/31/2021
2021 Q3	10/2/2025	570	0.1%	3,766	9/30/2021
2021 Q2	10/2/2025	530	0.1%	3,766	6/30/2021
2021 Q1	10/2/2025	463	0.1%	3,800	3/31/2021
2020 Q4	10/2/2025	445	0.1%	3,800	12/31/2020
2020 Q3	10/2/2025	436	0.1%	3,800	9/30/2020
2020 Q2	10/2/2025	408	0.1%	3,800	6/30/2020
2020 Q1	10/2/2025	329	0.1%	3,800	3/31/2020
2019 Q4	10/6/2025	423	0.1%	3,800	12/31/2019