Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
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
2008   Q3 0 0.00 Sell 100.00% <0.01 $23.80–36.82 · VW $29.97i SEC
2008   Q2 2,475 <0.01 Reduce 28.78% <0.01 $25.34–29.50 · VW $27.70i $66,000 SEC
2008   Q1 3,475 <0.01 $24.46 $85,000 SEC
2007   Q4 3,475 <0.01 Reduce 22.78% <0.01 $23.12–29.56 · VW $26.74i $92,000 SEC
2007   Q3 4,500 <0.01 Reduce 18.18% <0.01 $24.02–28.49 · VW $26.13i $115,000 SEC
2007   Q2 5,500 <0.01 Reduce 1.79% <0.01 $27.40–33.90 · VW $29.62i $170,000 SEC
2007   Q1 5,600 <0.01 $29.29 $164,000 SEC
2006   Q4 5,600 <0.01 Reduce 17.65% <0.01 $29.37–32.47 · VW $30.45i $172,000 SEC
2006   Q3 6,800 <0.01 Reduce 12.82% <0.01 $24.00–29.77 · VW $27.74i $191,000 SEC
2006   Q2 7,800 <0.01 Reduce 11.86% <0.01 $25.33–31.00 · VW $27.79i $210,000 SEC
2006   Q1 8,850 <0.01 Add 4.73% <0.01 $28.53–31.57 · VW $30.26i $260,000 SEC
2005   Q4 8,450 <0.01 Add 2.42% <0.01 $26.79–33.42 · VW $30.20i $268,000 SEC
2005   Q3 8,250 <0.01 Reduce 3.51% <0.01 $26.67–30.50 · VW $28.77i $251,000 SEC
2005   Q2 8,550 <0.01 Reduce 52.37% 0.01 $26.87–30.18 · VW $28.67i $236,835 SEC
2005   Q1 17,950 0.03 Reduce 16.32% <0.01 $27.21–34.25 · VW $29.83i $546,039 SEC
2004   Q4 21,450 0.03 Reduce 66.87% 0.11 $26.51–33.60 · VW $30.87i $705,705 SEC
2004   Q3 64,750 0.17 Add 10.87% 0.02 $22.75–47.35 · VW $32.59i $2,962,960 SEC
2004   Q2 58,400 0.16 Add 711.11% 0.14 $42.05–45.59 · VW $44.01i $2,650,192 SEC
2004   Q1 7,200 0.02 Reduce 0.69% <0.01 $44.05–49.48 · VW $46.21i $333,360 SEC
2003   Q4 7,250 0.02 Reduce 51.18% 0.03 $41.75–49.69 · VW $46.12i $347,203 SEC
2003   Q3 14,850 0.05 Add 3200.00% 0.05 $42.09–51.80 · VW $45.55i $707,009 SEC
2003   Q2 450 <0.01 $51.07 $22,982 SEC
2003   Q1 450 <0.01 $42.63 $19,183 SEC
2002   Q4 450 <0.01 Buy <0.01 $41.32–49.99 · VW $44.65i $20,794 SEC
2002   Q1 0 0.00 Sell 100.00% 0.01 $49.38–57.30 · VW $52.41i SEC
2001   Q4 1,600 0.01 $53.73 $85,960 SEC
2001   Q3 1,600 0.01 Buy 0.01 $39.50–52.75 · VW $46.88i $77,360 SEC
Price snapshot:
Current price$181.53
52-week low$156.60
52-week high$212.25