Harry Burn - Sound Shore Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    40
Portfolio value:    $2,984,059,912
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
2020   Q1 0 0.00 Sell 100.00% 2.16 $74.33–119.88 · VW $97.18i SEC
2019   Q4 830,907 2.16 Reduce 20.38% 0.46 $101.41–116.84 · VW $110.04i $92,571,000 SEC
2019   Q3 1,043,604 2.24 Reduce 8.84% 0.20 $94.81–104.27 · VW $100.90i $104,413,000 SEC
2019   Q2 1,144,760 2.30 Reduce 23.22% 0.65 $92.12–103.37 · VW $98.10i $114,190,000 SEC
2019   Q1 1,491,030 2.79 Reduce 15.01% 0.44 $87.95–95.82 · VW $92.69i $140,008,000 SEC
2018   Q4 1,754,309 2.96 Reduce 3.26% 0.09 $74.30–89.59 · VW $84.03i $139,906,000 SEC
2018   Q3 1,813,515 2.64 Add 12.68% 0.30 $77.11–86.95 · VW $82.94i $150,014,000 SEC
2018   Q2 1,609,471 2.29 Reduce 3.30% 0.08 $78.60–87.89 · VW $83.28i $131,928,000 SEC
2018   Q1 1,664,378 2.29 Add 7.38% 0.16 $78.69–85.94 · VW $82.04i $137,461,000 SEC
2017   Q4 1,549,997 1.98 Add 0.75% 0.01 $80.12–86.54 · VW $83.39i $126,154,000 SEC
2017   Q3 1,538,492 2.16 Reduce 10.20% 0.23 $76.68–84.90 · VW $80.84i $128,941,000 SEC
2017   Q2 1,713,148 2.23 Reduce 16.50% 0.43 $72.96–81.00 · VW $77.31i $133,557,000 SEC
2017   Q1 2,051,741 2.59 Reduce 1.87% 0.05 $67.32–75.52 · VW $72.32i $151,603,000 SEC
2016   Q4 2,090,751 2.50 Add 23.26% 0.47 $62.61–69.77 · VW $66.80i $141,314,000 SEC
2016   Q3 1,696,174 2.09 Reduce 15.56% 0.40 $62.33–68.33 · VW $64.68i $114,068,000 SEC
2016   Q2 2,008,841 2.59 Reduce 17.79% 0.50 $62.93–68.69 · VW $65.79i $137,525,000 SEC
2016   Q1 2,443,608 2.79 Reduce 13.32% 0.39 $51.25–63.67 · VW $59.36i $148,547,000 SEC
2015   Q4 2,818,978 2.93 Add 0.89% 0.03 $50.81–57.46 · VW $53.87i $156,312,000 SEC
2015   Q3 2,794,226 2.82 Reduce 3.74% 0.10 $50.90–58.75 · VW $55.13i $145,914,000 SEC
2015   Q2 2,902,867 2.72 Reduce 3.93% 0.11 $56.11–59.99 · VW $58.01i $164,593,000 SEC
2015   Q1 3,021,686 2.79 Add 10.41% 0.26 $53.50–58.11 · VW $55.92i $169,486,000 SEC
2014   Q4 2,736,824 2.52 Add 0.71% 0.02 $53.70–58.74 · VW $55.40i $156,656,000 SEC
2014   Q3 2,717,478 2.35 Add 2.18% 0.05 $48.66–54.39 · VW $52.47i $142,233,000 SEC
2014   Q2 2,659,497 2.29 Add 1.37% 0.03 $47.84–53.55 · VW $50.72i $137,815,000 SEC
2014   Q1 2,623,640 2.28 Reduce 6.90% 0.16 $44.25–50.48 · VW $48.01i $129,345,000 SEC
2013   Q4 2,818,232 2.33 Reduce 13.14% 0.37 $45.45–48.83 · VW $46.66i $136,290,000 SEC
2013   Q3 3,244,745 2.83 Reduce 1.63% 0.05 $40.94–46.78 · VW $44.51i $141,309,000 SEC
2013   Q2 3,298,659 2.78 Reduce 2.93% 0.08 $37.46–42.23 · VW $40.52i $131,682,000 SEC
2013   Q1 3,398,345 2.84 Reduce 0.61% 0.02 $34.43–38.63 · VW $37.02i $129,035,000 SEC
2012   Q4 3,419,323 2.70 Reduce 2.18% 0.06 $33.88–35.78 · VW $35.05i $117,864,000 SEC
2012   Q3 3,495,489 2.70 Reduce 25.72% 0.78 $32.66–35.19 · VW $33.96i $118,602,000 SEC
2012   Q2 4,705,676 3.05 Reduce 5.50% 0.16 $30.74–34.68 · VW $32.88i $151,664,000 SEC
2012   Q1 4,979,519 2.85 Add 3.49% 0.10 $31.16–33.57 · VW $32.73i $163,278,000 SEC
2011   Q4 4,811,552 2.96 Add 0.37% 0.01 $28.06–32.26 · VW $30.64i $152,141,000 SEC
2011   Q3 4,794,025 2.61 Buy 2.61 $25.29–31.93 · VW $29.28i $127,281,000 SEC
2010   Q3 0 0.00 Sell 100.00% 2.07 $22.85–25.44 · VW $24.42i SEC
2010   Q2 4,919,530 2.07 Reduce 24.41% 0.58 $20.21–25.32 · VW $23.02i $110,935,000 SEC
2010   Q1 6,508,015 2.38 Reduce 8.43% 0.21 $21.53–25.47 · VW $23.74i $158,926,000 SEC
2009   Q4 7,107,301 2.52 Reduce 12.21% 0.40 $21.17–24.53 · VW $22.42i $156,929,000 SEC
2009   Q3 8,095,827 3.26 Add 8.30% 0.25 $20.50–25.46 · VW $23.14i $200,210,000 SEC
2009   Q2 7,475,160 3.15 Add 11.13% 0.32 $18.43–22.81 · VW $20.55i $150,475,000 SEC
2009   Q1 6,726,300 3.37 Add 17.87% 0.51 $17.18–22.07 · VW $20.11i $136,208,000 SEC
2008   Q4 5,706,400 3.10 Add 76.16% 1.34 $19.21–30.00 · VW $22.85i $138,494,000 SEC
2008   Q3 3,239,352 1.68 Reduce 44.32% 1.06 $23.80–36.82 · VW $29.97i $102,882,000 SEC
2008   Q2 5,817,377 2.39 Add 2.66% 0.06 $25.34–29.50 · VW $27.70i $154,451,000 SEC
2008   Q1 5,666,813 2.13 Add 10.39% 0.20 $23.79–28.90 · VW $26.76i $137,987,000 SEC
2007   Q4 5,133,320 1.94 Reduce 20.28% 0.45 $23.12–29.56 · VW $26.74i $135,879,000 SEC
2007   Q3 6,438,903 2.20 Reduce 2.32% 0.06 $24.02–28.49 · VW $26.13i $164,192,000 SEC
2007   Q2 6,592,019 2.70 Reduce 0.23% <0.01 $27.40–33.90 · VW $29.62i $203,562,000 SEC
2007   Q1 6,607,209 2.77 Add 80.87% 1.24 $28.30–32.75 · VW $30.94i $193,525,000 SEC
2006   Q4 3,653,024 1.64 Reduce 24.10% 0.51 $29.37–32.47 · VW $30.45i $112,002,000 SEC
2006   Q3 4,812,917 2.12 Buy 2.12 $24.00–29.77 · VW $27.74i $135,484,000 SEC
2006   Q2 0 0.00 Sell 100.00% 3.13 $25.33–31.00 · VW $27.79i SEC
2006   Q1 6,482,604 3.13 Buy 3.13 $28.53–31.57 · VW $30.26i $190,329,000 SEC
Price snapshot:
Current price$181.53
52-week low$156.60
52-week high$212.25