Robert Torray - Torray Investment Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $638,141,748
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 94,329 2.56 Reduce 3.43% 0.10 $164.89–193.32 · VW $175.31i $16,361,365 SEC
2025   Q4 97,677 2.78 Add 39.51% 0.79 $174.18–190.00 · VW $184.12i $18,121,037 SEC
2025   Q3 70,015 1.98 $201.53 $14,110,123 SEC
2025   Q2 70,015 2.22 Reduce 1.13% 0.03 $198.45–235.78 · VW $211.14i $15,308,080 SEC
2025   Q1 70,815 2.57 Reduce 9.07% 0.22 $209.92–248.00 · VW $227.80i $17,280,984 SEC
2024   Q4 77,877 2.37 $212.41 $16,541,854 SEC
2024   Q3 77,877 2.43 $223.09 $17,373,580 SEC
2024   Q2 77,877 2.45 Reduce 10.51% 0.28 $196.72–223.64 · VW $214.31i $16,410,241 SEC
2024   Q1 87,022 2.68 $205.98 $17,924,792 SEC
2023   Q4 87,022 2.67 $189.47 $16,488,058 SEC
2023   Q3 87,022 2.92 $190.30 $16,560,287 SEC
2023   Q2 87,022 2.83 $188.08 $16,367,098 SEC
2023   Q1 87,022 2.60 Add 0.10% <0.01 $151.86–180.73 · VW $170.93i $14,493,514 SEC
2022   Q4 86,932 2.59 Reduce 10.18% 0.29 $156.93–176.75 · VW $169.53i $14,385,507 SEC
2022   Q3 96,785 2.89 Add 1.26% 0.04 $148.11–174.23 · VW $161.28i $14,449,000 SEC
2022   Q2 95,585 2.84 $155.25 $14,840,000 SEC
2022   Q1 95,585 2.63 $170.42 $16,290,000 SEC
2021   Q4 95,585 2.46 Reduce 17.90% 0.48 $142.80–175.12 · VW $157.19i $16,615,000 SEC
2021   Q3 116,427 2.70 $151.43 $17,631,000 SEC
2021   Q2 116,427 2.41 Reduce 16.14% 0.43 $131.96–149.30 · VW $142.83i $16,379,000 SEC
2021   Q1 138,842 2.65 $121.80 $16,911,000 SEC
2020   Q4 138,842 2.68 Reduce 11.92% 0.40 $103.27–119.31 · VW $110.83i $16,245,000 SEC
2020   Q3 157,633 3.32 Reduce 2.18% 0.07 $102.11–120.97 · VW $108.85i $18,081,000 SEC
2020   Q2 161,143 3.26 Reduce 0.46% 0.01 $94.51–118.00 · VW $109.70i $17,302,000 SEC
2020   Q1 161,892 3.09 Reduce 2.00% 0.06 $74.33–119.88 · VW $97.18i $13,997,000 SEC
2019   Q4 165,199 3.17 Add 1.75% 0.05 $101.41–116.84 · VW $110.04i $18,405,000 SEC
2019   Q3 162,355 1.77 Reduce 0.14% <0.01 $94.81–104.27 · VW $100.90i $16,244,000 SEC
2019   Q2 162,581 1.68 Reduce 0.14% <0.01 $92.12–103.37 · VW $98.10i $16,217,000 SEC
2019   Q1 162,811 1.63 Reduce 0.39% <0.01 $87.95–95.82 · VW $92.69i $15,288,000 SEC
2018   Q4 163,448 1.57 Add 0.02% <0.01 $74.30–89.59 · VW $84.03i $13,035,000 SEC
2018   Q3 163,409 1.36 Add 0.15% <0.01 $77.11–86.95 · VW $82.94i $13,517,000 SEC
2018   Q2 163,159 1.42 Reduce 0.16% <0.01 $78.60–87.89 · VW $83.28i $13,374,000 SEC
2018   Q1 163,420 1.42 Add 0.03% <0.01 $78.69–85.94 · VW $82.04i $13,497,000 SEC
2017   Q4 163,367 1.33 Reduce 3.21% 0.05 $80.12–86.54 · VW $83.39i $13,296,000 SEC
2017   Q3 168,784 1.42 Reduce 11.81% 0.19 $76.68–84.90 · VW $80.84i $14,146,000 SEC
2017   Q2 191,391 1.57 Reduce 0.12% <0.01 $72.96–81.00 · VW $77.31i $14,921,000 SEC
2017   Q1 191,615 1.48 Reduce 0.00% $67.32–75.52 · VW $72.32i $14,158,000 SEC
2016   Q4 191,616 1.38 Add 0.21% <0.01 $62.61–69.77 · VW $66.80i $12,951,000 SEC
2016   Q3 191,211 1.41 Add 0.02% <0.01 $62.33–68.33 · VW $64.68i $12,859,000 SEC
2016   Q2 191,181 0.99 Add 0.19% <0.01 $62.93–68.69 · VW $65.79i $13,088,000 SEC
2016   Q1 190,821 0.61 Add 0.73% <0.01 $51.25–63.67 · VW $59.36i $11,600,000 SEC
2015   Q4 189,436 0.78 Add 0.22% <0.01 $50.81–57.46 · VW $53.87i $10,504,000 SEC
2015   Q3 189,011 0.72 Add 0.46% <0.01 $50.90–58.75 · VW $55.13i $9,870,000 SEC
2015   Q2 188,141 0.69 Add 4267.25% 0.67 $56.11–59.99 · VW $58.01i $10,668,000 SEC
2015   Q1 4,308 0.03 Reduce 97.69% 0.88 $53.50–58.11 · VW $55.92i $242,000 SEC
2014   Q4 186,113 0.90 Add 0.97% <0.01 $53.70–58.74 · VW $55.40i $10,653,000 SEC
2014   Q3 184,318 0.90 Reduce 22.40% 0.29 $48.66–54.39 · VW $52.47i $9,647,000 SEC
2014   Q2 237,518 1.28 $51.82 $12,308,000 SEC
2014   Q1 237,518 2.06 $49.30 $11,710,000 SEC
2013   Q4 237,518 2.51 Reduce 26.49% 0.85 $45.45–48.83 · VW $46.66i $11,486,000 SEC
2013   Q3 323,118 3.20 $43.55 $14,072,000 SEC
2013   Q2 323,118 2.98 $39.92 $12,899,000 SEC
2013   Q1 323,118 2.83 Reduce 11.68% 0.36 $34.43–38.63 · VW $37.02i $12,269,000 SEC
2012   Q4 365,838 3.11 Reduce 5.24% 0.16 $33.88–35.78 · VW $35.05i $12,610,000 SEC
2012   Q3 386,075 3.04 Reduce 0.36% 0.01 $32.66–35.19 · VW $33.96i $13,100,000 SEC
2012   Q2 387,475 2.96 Reduce 0.41% 0.01 $30.74–34.68 · VW $32.88i $12,488,000 SEC
2012   Q1 389,055 2.95 $32.79 $12,757,000 SEC
2011   Q4 389,055 3.07 $31.62 $12,302,000 SEC
2011   Q3 389,055 2.87 Reduce 20.82% 0.76 $25.29–31.93 · VW $29.28i $10,326,000 SEC
2011   Q2 491,355 3.63 Reduce 9.26% 0.33 $28.93–31.57 · VW $30.00i $15,325,000 SEC
2011   Q1 541,508 3.54 Reduce 10.57% 0.40 $27.87–31.08 · VW $29.74i $16,142,000 SEC
2010   Q4 605,525 3.78 $27.34 $16,555,054 SEC
2010   Q3 605,525 3.50 Add 0.51% 0.02 $22.85–25.44 · VW $24.42i $14,605,263 SEC
2010   Q2 602,425 2.05 $22.55 $13,584,684 SEC
2010   Q1 602,425 4.20 $24.42 $14,711,219 SEC
2009   Q4 602,425 1.92 Add 1.18% 0.02 $21.17–24.53 · VW $22.42i $13,301,544 SEC
2009   Q3 595,425 4.23 Reduce 15.97% 0.64 $20.50–25.46 · VW $23.14i $14,724,860 SEC
2009   Q2 708,621 3.98 Add 0.08% <0.01 $18.43–22.81 · VW $20.55i $14,264,541 SEC
2009   Q1 708,021 2.13 Reduce 14.33% 0.72 $17.18–22.07 · VW $20.11i $14,337,425 SEC
2008   Q4 826,421 5.05 Add 0.15% <0.01 $19.21–30.00 · VW $22.85i $18,269,903 SEC
2008   Q3 825,221 5.17 Reduce 30.86% 1.16 $23.80–36.82 · VW $29.97i $26,209,019 SEC
2008   Q2 1,193,485 3.75 Reduce 0.77% 0.03 $25.34–29.50 · VW $27.70i $31,687,027 SEC
2008   Q1 1,202,785 3.41 Reduce 27.47% 0.98 $23.79–28.90 · VW $26.76i $29,287,815 SEC
2007   Q4 1,658,278 3.56 Reduce 16.31% 0.42 $23.12–29.56 · VW $26.74i $43,894,619 SEC
2007   Q3 1,981,338 2.60 Reduce 3.33% 0.09 $24.02–28.49 · VW $26.13i $50,524,119 SEC
2007   Q2 2,049,638 2.73 Reduce 2.66% 0.07 $27.40–33.90 · VW $29.62i $63,292,821 SEC
2007   Q1 2,105,638 2.61 Reduce 1.27% 0.03 $28.30–32.75 · VW $30.94i $61,674,137 SEC
2006   Q4 2,132,738 2.68 Reduce 3.82% 0.09 $29.37–32.47 · VW $30.45i $65,389,747 SEC
2006   Q3 2,217,338 2.41 Add 8.63% 0.19 $24.00–29.77 · VW $27.74i $62,418,065 SEC
2006   Q2 2,041,200 1.97 Buy 1.97 $25.33–31.00 · VW $27.79i $54,887,868 SEC
Price snapshot:
Current price$181.53
Avg. buy price$94.37
+/- since buy92.37%
52-week low$156.60
52-week high$212.25