Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  Marsh & McLennan Companies, Inc. (MRSH)
← All MRSH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q4 0 0.00 Sell 100.00% 0.11 $74.30–89.59 · VW $84.03i SEC
2018   Q3 311,328 0.11 Add 0.25% <0.01 $77.11–86.95 · VW $82.94i $25,753,000 SEC
2018   Q2 310,558 0.11 Add 0.29% <0.01 $78.60–87.89 · VW $83.28i $25,456,000 SEC
2018   Q1 309,670 0.11 Add 0.94% <0.01 $78.69–85.94 · VW $82.04i $25,576,000 SEC
2017   Q4 306,784 0.11 Reduce 39.87% 0.07 $80.12–86.54 · VW $83.39i $24,969,000 SEC
2017   Q3 510,212 0.18 Reduce 0.73% <0.01 $76.68–84.90 · VW $80.84i $42,761,000 SEC
2017   Q2 513,972 0.18 Add 1.41% <0.01 $72.96–81.00 · VW $77.31i $40,069,000 SEC
2017   Q1 506,814 0.16 Add 1.11% <0.01 $67.32–75.52 · VW $72.32i $37,448,000 SEC
2016   Q4 501,260 0.15 Reduce 0.24% <0.01 $62.61–69.77 · VW $66.80i $33,880,000 SEC
2016   Q3 502,480 0.15 Reduce 0.26% <0.01 $62.33–68.33 · VW $64.68i $33,792,000 SEC
2016   Q2 503,780 0.16 Reduce 0.25% <0.01 $62.93–68.69 · VW $65.79i $34,489,000 SEC
2016   Q1 505,050 0.14 Reduce 1.08% <0.01 $51.25–63.67 · VW $59.36i $30,702,000 SEC
2015   Q4 510,540 0.12 Reduce 0.61% <0.01 $50.81–57.46 · VW $53.87i $28,309,000 SEC
2015   Q3 513,670 0.12 Reduce 1.34% <0.01 $50.90–58.75 · VW $55.13i $26,824,000 SEC
2015   Q2 520,660 0.11 $56.70 $29,521,000 SEC
2015   Q1 520,660 0.10 Reduce 0.29% <0.01 $53.50–58.11 · VW $55.92i $29,204,000 SEC
2014   Q4 522,180 0.10 Reduce 0.42% <0.01 $53.70–58.74 · VW $55.40i $29,890,000 SEC
2014   Q3 524,370 0.09 Reduce 0.30% <0.01 $48.66–54.39 · VW $52.47i $27,446,000 SEC
2014   Q2 525,970 0.08 Reduce 6.68% <0.01 $47.84–53.55 · VW $50.72i $27,256,000 SEC
2014   Q1 563,600 0.08 Buy 0.08 $44.25–50.48 · VW $48.01i $27,785,000 SEC
2007   Q2 0 0.00 Sell 100.00% 0.03 $27.40–33.90 · VW $29.62i SEC
2007   Q1 675,528 0.03 Add 12.00% <0.01 $28.30–32.75 · VW $30.94i $19,786,000 SEC
2006   Q4 603,146 0.03 Add 15.04% <0.01 $29.37–32.47 · VW $30.45i $18,492,000 SEC
2006   Q3 524,282 0.03 Add 5.61% <0.01 $24.00–29.77 · VW $27.74i $14,759,000 SEC
2006   Q2 496,438 0.03 Reduce 97.79% 1.30 $25.33–31.00 · VW $27.79i $13,349,000 SEC
2006   Q1 22,483,638 1.33 Reduce 17.69% 0.32 $28.53–31.57 · VW $30.26i $660,120,000 SEC
2005   Q4 27,314,881 1.83 Add 54.25% 0.64 $26.79–33.42 · VW $30.20i $867,521,000 SEC
2005   Q3 17,708,742 1.20 Add 1.08% 0.01 $26.67–30.50 · VW $28.77i $538,169,000 SEC
2005   Q2 17,519,706 0.33 Reduce 0.89% $26.87–30.18 · VW $28.67i $485,296,000 SEC
2005   Q1 17,677,029 0.00 Add 10110.79% $27.21–34.25 · VW $29.83i $537,735,000 SEC
2004   Q4 173,121 2.55 Reduce 98.31% 0.16 $26.51–33.60 · VW $30.87i $56,957,117,312,182,000 SEC
2004   Q3 10,250,643 0.16 Add 459.59% 0.13 $22.75–47.35 · VW $32.59i $469,645,000 SEC
2004   Q2 1,831,812 0.04 Buy 0.04 $42.05–45.59 · VW $44.01i $83,128,000 SEC
2003   Q2 0 0.00 Sell 100.00% <0.01 $46.12–54.97 · VW $50.24i SEC
2003   Q1 7,760 <0.01 Buy <0.01 $38.27–47.99 · VW $44.65i $354,000 SEC
Price snapshot:
Current price$181.53
52-week low$156.60
52-week high$212.25