Donald Yacktman - Yacktman Asset Management
Holding/activity history for Marsh & McLennan Companies, Inc. (MRSH)
← All MRSH superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 19,380 | 0.04 | Add 0.52% | <0.01 | $164.89–193.32 · VW $175.31i | $3,361,461 | SEC |
| 2025 Q4 | 19,280 | 0.05 | Add 11.16% | <0.01 | $174.18–190.00 · VW $184.12i | $3,576,826 | SEC |
| 2025 Q3 | 17,345 | 0.05 | Buy | 0.05 | $176.10–213.80 · VW $189.35i | $3,495,538 | SEC |
| 2007 Q3 | 0 | 0.00 | Sell 100.00% | 0.57 | $24.02–28.49 · VW $26.13i | SEC | |
| 2007 Q2 | 150,950 | 0.57 | Reduce 1.95% | 0.01 | $27.40–33.90 · VW $29.62i | $4,661,000 | SEC |
| 2007 Q1 | 153,950 | 0.56 | $29.29 | $4,509,000 | SEC | ||
| 2006 Q4 | 153,950 | 0.62 | Reduce 0.32% | <0.01 | $29.37–32.47 · VW $30.45i | $4,720,000 | SEC |
| 2006 Q3 | 154,450 | 0.63 | Reduce 13.52% | 0.10 | $24.00–29.77 · VW $27.74i | $4,348,000 | SEC |
| 2006 Q2 | 178,600 | 0.74 | $26.89 | $4,803,000 | SEC | ||
| 2006 Q1 | 178,600 | 0.81 | Reduce 22.80% | 0.25 | $28.53–31.57 · VW $30.26i | $5,244,000 | SEC |
| 2005 Q4 | 231,350 | 1.11 | Reduce 2.90% | 0.03 | $26.79–33.42 · VW $30.20i | $7,348,000 | SEC |
| 2005 Q3 | 238,250 | 1.00 | Reduce 7.42% | 0.07 | $26.67–30.50 · VW $28.77i | $7,240,000 | SEC |
| 2005 Q2 | 257,350 | 0.97 | Reduce 1.79% | 0.02 | $26.87–30.18 · VW $28.67i | $7,129,000 | SEC |
| 2005 Q1 | 262,050 | 1.12 | Reduce 27.70% | 0.45 | $27.21–34.25 · VW $29.83i | $7,972,000 | SEC |
| 2004 Q4 | 362,450 | 1.64 | Buy | 1.64 | $26.51–33.60 · VW $30.87i | $11,925,000 | SEC |
| 2002 Q2 | 0 | 0.00 | Sell 100.00% | 0.10 | $38.40–52.50 · VW $46.27i | SEC | |
| 2002 Q1 | 4,000 | 0.10 | $56.25 | $225,000 | SEC | ||
| 2001 Q4 | 4,000 | 0.11 | Reduce 33.33% | 0.06 | $47.20–55.50 · VW $51.21i | $215,000 | SEC |
| 2001 Q3 | 6,000 | 0.19 | Reduce 40.00% | 0.13 | $39.50–52.75 · VW $46.88i | $290,000 | SEC |
| 2001 Q2 | 10,000 | 0.31 | $50.50 | $505,000 | SEC | ||
| 2001 Q1 | 10,000 | 0.31 | Reduce 47.92% | 0.32 | $40.15–58.80 · VW $49.06i | $475,000 | SEC |
| 2000 Q4 | 19,200 | 0.67 | Buy | 0.67 | $48.50–65.38 · VW $55.98i | $1,123,000 | SEC |
Price snapshot:
Current price$181.53
Avg. buy price$199.79
+/- since buy-9.14%
52-week low$156.60
52-week high$212.25