Joel Greenblatt - Gotham 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 | 204,799 | 0.11 | Reduce 15.25% | 0.03 | $164.89–193.32 · VW $175.31i | $35,522,387 | SEC |
| 2025 Q4 | 241,655 | 0.16 | Add 108.33% | 0.09 | $174.18–190.00 · VW $184.12i | $44,831,836 | SEC |
| 2025 Q3 | 115,999 | 0.10 | Add 157.88% | 0.06 | $176.10–213.80 · VW $189.35i | $23,377,278 | SEC |
| 2025 Q2 | 44,981 | 0.06 | Reduce 36.07% | 0.05 | $198.45–235.78 · VW $211.14i | $9,834,646 | SEC |
| 2025 Q1 | 70,357 | 0.14 | Reduce 7.17% | 0.01 | $209.92–248.00 · VW $227.80i | $17,169,219 | SEC |
| 2024 Q4 | 75,789 | 0.15 | Add 409.71% | 0.12 | $207.21–235.50 · VW $219.86i | $16,098,341 | SEC |
| 2024 Q3 | 14,869 | 0.03 | Add 9.17% | <0.01 | $215.11–232.32 · VW $221.89i | $3,317,125 | SEC |
| 2024 Q2 | 13,620 | 0.04 | Reduce 75.50% | 0.13 | $196.72–223.64 · VW $214.31i | $2,870,006 | SEC |
| 2024 Q1 | 55,598 | 0.17 | Add 14.54% | 0.02 | $190.41–209.20 · VW $199.68i | $11,452,076 | SEC |
| 2023 Q4 | 48,539 | 0.17 | Add 665.84% | 0.15 | $184.28–202.81 · VW $193.64i | $9,196,684 | SEC |
| 2023 Q3 | 6,338 | 0.02 | Reduce 0.33% | <0.01 | $184.02–199.20 · VW $190.96i | $1,206,121 | SEC |
| 2023 Q2 | 6,359 | 0.03 | Reduce 75.73% | 0.08 | $171.47–194.16 · VW $184.68i | $1,196,001 | SEC |
| 2023 Q1 | 26,196 | 0.11 | Add 73.46% | 0.04 | $151.86–180.73 · VW $170.93i | $4,362,944 | SEC |
| 2022 Q4 | 15,102 | 0.07 | Add 424.92% | 0.06 | $156.93–176.75 · VW $169.53i | $2,499,079 | SEC |
| 2022 Q3 | 2,877 | 0.01 | Reduce 15.36% | <0.01 | $148.11–174.23 · VW $161.28i | $430,000 | SEC |
| 2022 Q2 | 3,399 | 0.02 | Reduce 90.69% | 0.17 | $143.33–165.63 · VW $157.64i | $528,000 | SEC |
| 2022 Q1 | 36,513 | 0.19 | Add 3.66% | <0.01 | $145.54–183.14 · VW $163.46i | $6,223,000 | SEC |
| 2021 Q4 | 35,225 | 0.20 | Add 5.58% | 0.01 | $142.80–175.12 · VW $157.19i | $6,123,000 | SEC |
| 2021 Q3 | 33,362 | 0.21 | Reduce 9.55% | 0.02 | $147.58–171.13 · VW $161.84i | $5,052,000 | SEC |
| 2021 Q2 | 36,884 | 0.22 | Reduce 29.08% | 0.08 | $131.96–149.30 · VW $142.83i | $5,189,000 | SEC |
| 2021 Q1 | 52,007 | 0.28 | Reduce 16.75% | 0.04 | $109.97–137.12 · VW $127.60i | $6,334,000 | SEC |
| 2020 Q4 | 62,471 | 0.24 | Add 90.95% | 0.12 | $103.27–119.31 · VW $110.83i | $7,309,000 | SEC |
| 2020 Q3 | 32,716 | 0.12 | Add 158.77% | 0.07 | $102.11–120.97 · VW $108.85i | $3,753,000 | SEC |
| 2020 Q2 | 12,643 | 0.04 | Reduce 88.56% | 0.24 | $94.51–118.00 · VW $109.70i | $1,357,000 | SEC |
| 2020 Q1 | 110,504 | 0.27 | Reduce 26.00% | 0.08 | $74.33–119.88 · VW $97.18i | $9,554,000 | SEC |
| 2019 Q4 | 149,337 | 0.31 | Add 53.51% | 0.11 | $101.41–116.84 · VW $110.04i | $16,638,000 | SEC |
| 2019 Q3 | 97,282 | 0.17 | Reduce 38.69% | 0.10 | $94.81–104.27 · VW $100.90i | $9,733,000 | SEC |
| 2019 Q2 | 158,683 | 0.25 | Reduce 12.00% | 0.03 | $92.12–103.37 · VW $98.10i | $15,829,000 | SEC |
| 2019 Q1 | 180,312 | 0.25 | Add 20.84% | 0.04 | $87.95–95.82 · VW $92.69i | $16,931,000 | SEC |
| 2018 Q4 | 149,221 | 0.19 | Add 175.81% | 0.12 | $74.30–89.59 · VW $84.03i | $11,900,000 | SEC |
| 2018 Q3 | 54,102 | 0.06 | Add 344.48% | 0.05 | $77.11–86.95 · VW $82.94i | $4,475,000 | SEC |
| 2018 Q2 | 12,172 | 0.01 | Reduce 86.58% | 0.09 | $78.60–87.89 · VW $83.28i | $998,000 | SEC |
| 2018 Q1 | 90,698 | 0.11 | Add 25.27% | 0.02 | $78.69–85.94 · VW $82.04i | $7,491,000 | SEC |
| 2017 Q4 | 72,400 | 0.09 | Buy | 0.09 | $80.12–86.54 · VW $83.39i | $5,893,000 | SEC |
| 2017 Q2 | 0 | 0.00 | Sell 100.00% | 0.06 | $72.96–81.00 · VW $77.31i | SEC | |
| 2017 Q1 | 65,120 | 0.06 | Add 19.79% | 0.01 | $67.32–75.52 · VW $72.32i | $4,812,000 | SEC |
| 2016 Q4 | 54,363 | 0.05 | Buy | 0.05 | $62.61–69.77 · VW $66.80i | $3,674,000 | SEC |
| 2016 Q2 | 0 | 0.00 | Sell 100.00% | 0.08 | $62.93–68.69 · VW $65.79i | SEC | |
| 2016 Q1 | 114,866 | 0.08 | Buy | 0.08 | $51.25–63.67 · VW $59.36i | $6,983,000 | SEC |
| 2015 Q2 | 0 | 0.00 | Sell 100.00% | 0.07 | $56.11–59.99 · VW $58.01i | SEC | |
| 2015 Q1 | 156,518 | 0.07 | Add 1924.55% | 0.07 | $53.50–58.11 · VW $55.92i | $8,779,000 | SEC |
| 2014 Q4 | 7,731 | <0.01 | Buy | <0.01 | $53.70–58.74 · VW $55.40i | $443,000 | SEC |
| 2014 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $47.84–53.55 · VW $50.72i | SEC | |
| 2014 Q1 | 6,117 | <0.01 | Buy | <0.01 | $44.25–50.48 · VW $48.01i | $302,000 | SEC |
| 2013 Q1 | 0 | 0.00 | Sell 100.00% | 0.05 | $34.43–38.63 · VW $37.02i | SEC | |
| 2012 Q4 | 22,197 | 0.05 | Buy | 0.05 | $33.88–35.78 · VW $35.05i | $765,000 | SEC |
| 2012 Q3 | 0 | 0.00 | Sell 100.00% | 0.05 | $32.66–35.19 · VW $33.96i | SEC | |
| 2012 Q2 | 20,931 | 0.05 | Add 25.54% | 0.01 | $30.74–34.68 · VW $32.88i | $675,000 | SEC |
| 2012 Q1 | 16,673 | 0.05 | Buy | 0.05 | $31.16–33.57 · VW $32.73i | $547,000 | SEC |
Price snapshot:
Current price$181.53
Avg. buy price$194.46
+/- since buy-6.65%
52-week low$156.60
52-week high$212.25