Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
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
2026   Q1 1,151,204 3.94 Add 6.17% 0.23 $164.89–193.32 · VW $175.31i $199,676,334 SEC
2025   Q4 1,084,317 3.16 Reduce 54.94% 3.31 $174.18–190.00 · VW $184.12i $201,162,490 SEC
2025   Q3 2,406,645 6.02 Reduce 0.70% 0.04 $176.10–213.80 · VW $189.35i $485,011,167 SEC
2025   Q2 2,423,637 6.21 Reduce 7.84% 0.56 $198.45–235.78 · VW $211.14i $529,903,994 SEC
2025   Q1 2,629,686 7.10 Reduce 13.51% 0.79 $209.92–248.00 · VW $227.80i $641,722,275 SEC
2024   Q4 3,040,551 5.85 Reduce 0.34% 0.02 $207.21–235.50 · VW $219.86i $645,843,438 SEC
2024   Q3 3,050,831 5.69 Reduce 5.44% 0.30 $215.11–232.32 · VW $221.89i $680,609,888 SEC
2024   Q2 3,226,258 5.56 Add 1.26% 0.07 $196.72–223.64 · VW $214.31i $679,837,086 SEC
2024   Q1 3,186,076 5.01 Add 8.04% 0.37 $190.41–209.20 · VW $199.68i $656,267,934 SEC
2023   Q4 2,949,005 4.23 Reduce 2.24% 0.10 $184.28–202.81 · VW $193.64i $558,747,977 SEC
2023   Q3 3,016,476 4.54 Add 2.94% 0.13 $184.02–199.20 · VW $190.96i $574,035,383 SEC
2023   Q2 2,930,194 4.04 Add 1.23% 0.05 $171.47–194.16 · VW $184.68i $551,110,888 SEC
2023   Q1 2,894,598 3.76 Add 10.67% 0.36 $151.86–180.73 · VW $170.93i $477,261,318 SEC
2022   Q4 2,615,464 3.38 Add 17.96% 0.51 $156.93–176.75 · VW $169.53i $432,806,983 SEC
2022   Q3 2,217,285 2.88 Add 8.81% 0.23 $148.11–174.23 · VW $161.28i $331,018,000 SEC
2022   Q2 2,037,800 2.62 Add 27.50% 0.57 $143.33–165.63 · VW $157.64i $316,368,000 SEC
2022   Q1 1,598,315 2.03 Add 15.69% 0.28 $145.54–183.14 · VW $163.46i $272,385,000 SEC
2021   Q4 1,381,575 1.69 Add 15.44% 0.23 $142.80–175.12 · VW $157.19i $240,145,000 SEC
2021   Q3 1,196,760 1.44 Add 0.98% 0.01 $147.58–171.13 · VW $161.84i $181,225,000 SEC
2021   Q2 1,185,165 1.26 Buy 1.26 $131.96–149.30 · VW $142.83i $166,729,000 SEC
2004   Q4 0 0.00 Sell 100.00% <0.01 $26.51–33.60 · VW $30.87i SEC
2004   Q3 364 <0.01 $46.70 $17,000 SEC
2004   Q2 364 <0.01 $46.70 $17,000 SEC
2004   Q1 364 <0.01 $46.70 $17,000 SEC
2003   Q4 364 <0.01 Reduce 84.60% <0.01 $41.75–49.69 · VW $46.12i $17,000 SEC
2003   Q3 2,364 <0.01 Reduce 18.09% <0.01 $42.09–51.80 · VW $45.55i $113,000 SEC
2003   Q2 2,886 <0.01 Reduce 14.77% <0.01 $46.12–54.97 · VW $50.24i $147,000 SEC
2003   Q1 3,386 0.01 $42.63 $144,345 SEC
2002   Q4 3,386 0.01 $46.07 $156,000 SEC
2002   Q3 3,386 0.02 $41,639.99 $140,993,000 SEC
2002   Q2 3,386 0.03 $48,300.06 $163,544,000 SEC
2002   Q1 3,386 0.05 Add 830.22% 0.05 $49.38–57.30 · VW $52.41i $190,869,000 SEC
2001   Q4 364 <0.01 $53,725.28 $19,556,000 SEC
2001   Q3 364 0.01 $48,348.90 $17,599,000 SEC
2001   Q2 364 0.01 $50,500.00 $18,382,000 SEC
2001   Q1 364 0.01 $47,513.74 $17,295,000 SEC
2000   Q4 364 0.01 $58,500.00 $21,294,000 SEC
2000   Q3 364 0.02 Buy 0.02 $55.50–67.84 · VW $62.91i $24,161,000 SEC
Price snapshot:
Current price$181.53
Avg. buy price$160.27
+/- since buy13.27%
52-week low$156.60
52-week high$212.25