David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
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
2004   Q3 0 0.00 Sell 100.00% 6.57 $22.75–47.35 · VW $32.59i SEC
2004   Q2 217,845 6.57 Add 24.32% 1.28 $42.05–45.59 · VW $44.01i $9,885,000 SEC
2004   Q1 175,225 6.35 Buy 6.35 $44.05–49.48 · VW $46.21i $8,112,000 SEC
Price snapshot:
Current price$181.53
52-week low$156.60
52-week high$212.25