Robert Millen - Jensen Investment 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 | 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