William Frels - Mairs & Power
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 | 1,300 | <0.01 | Reduce 4.13% | <0.01 | $164.89–193.32 · VW $175.31i | $225,485 | SEC |
| 2025 Q4 | 1,356 | <0.01 | $185.52 | $251,565 | SEC | ||
| 2025 Q3 | 1,356 | <0.01 | Reduce 1.31% | $176.10–213.80 · VW $189.35i | $273,275 | SEC | |
| 2025 Q2 | 1,374 | <0.01 | Reduce 5.18% | <0.01 | $198.45–235.78 · VW $211.14i | $300,411 | SEC |
| 2025 Q1 | 1,449 | <0.01 | Add 5.46% | <0.01 | $209.92–248.00 · VW $227.80i | $353,599 | SEC |
| 2024 Q4 | 1,374 | <0.01 | $212.41 | $291,851 | SEC | ||
| 2024 Q3 | 1,374 | <0.01 | Add 2.69% | <0.01 | $215.11–232.32 · VW $221.89i | $306,526 | SEC |
| 2024 Q2 | 1,338 | <0.01 | Reduce 38.57% | <0.01 | $196.72–223.64 · VW $214.31i | $281,943 | SEC |
| 2024 Q1 | 2,178 | <0.01 | Add 0.88% | $190.41–209.20 · VW $199.68i | $448,624 | SEC | |
| 2023 Q4 | 2,159 | <0.01 | Reduce 0.60% | $184.28–202.81 · VW $193.64i | $409,066 | SEC | |
| 2023 Q3 | 2,172 | <0.01 | $190.30 | $413,332 | SEC | ||
| 2023 Q2 | 2,172 | <0.01 | Add 1.50% | <0.01 | $171.47–194.16 · VW $184.68i | $408,510 | SEC |
| 2023 Q1 | 2,140 | <0.01 | Add 44.20% | <0.01 | $151.86–180.73 · VW $170.93i | $356,417 | SEC |
| 2022 Q4 | 1,484 | <0.01 | Add 3.34% | <0.01 | $156.93–176.75 · VW $169.53i | $245,572 | SEC |
| 2022 Q3 | 1,436 | <0.01 | $149.03 | $214,000 | SEC | ||
| 2022 Q2 | 1,436 | <0.01 | Reduce 37.13% | <0.01 | $143.33–165.63 · VW $157.64i | $223,000 | SEC |
| 2022 Q1 | 2,284 | <0.01 | Add 53.91% | <0.01 | $145.54–183.14 · VW $163.46i | $389,000 | SEC |
| 2021 Q4 | 1,484 | <0.01 | Buy | <0.01 | $142.80–175.12 · VW $157.19i | $258,000 | SEC |
| 2018 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | $77.11–86.95 · VW $82.94i | SEC | |
| 2018 Q2 | 2,466 | <0.01 | $81.91 | $202,000 | SEC | ||
| 2018 Q1 | 2,466 | <0.01 | Reduce 26.74% | <0.01 | $78.69–85.94 · VW $82.04i | $204,000 | SEC |
| 2017 Q4 | 3,366 | <0.01 | $81.40 | $274,000 | SEC | ||
| 2017 Q3 | 3,366 | <0.01 | $83.78 | $282,000 | SEC | ||
| 2017 Q2 | 3,366 | <0.01 | Reduce 32.81% | <0.01 | $72.96–81.00 · VW $77.31i | $262,000 | SEC |
| 2017 Q1 | 5,010 | <0.01 | $73.85 | $370,000 | SEC | ||
| 2016 Q4 | 5,010 | <0.01 | $67.66 | $339,000 | SEC | ||
| 2016 Q3 | 5,010 | <0.01 | Buy | <0.01 | $62.33–68.33 · VW $64.68i | $337,000 | SEC |
| 2005 Q4 | 0 | 0.00 | Sell 100.00% | <0.01 | $26.79–33.42 · VW $30.20i | SEC | |
| 2005 Q3 | 9,760 | <0.01 | Reduce 8.87% | <0.01 | $26.67–30.50 · VW $28.77i | $296,606 | SEC |
| 2005 Q2 | 10,710 | <0.01 | Reduce 43.72% | <0.01 | $26.87–30.18 · VW $28.67i | $296,667 | SEC |
| 2005 Q1 | 19,030 | <0.01 | Buy | <0.01 | $27.21–34.25 · VW $29.83i | $578,893 | SEC |
| 2004 Q4 | 0 | 0.00 | Sell 100.00% | <0.01 | $26.51–33.60 · VW $30.87i | SEC | |
| 2004 Q3 | 4,455 | <0.01 | $45.76 | $203,861 | SEC | ||
| 2004 Q2 | 4,455 | <0.01 | $45.38 | $202,168 | SEC | ||
| 2004 Q1 | 4,455 | <0.01 | Add 5.32% | <0.01 | $44.05–49.48 · VW $46.21i | $206,267 | SEC |
| 2003 Q4 | 4,230 | <0.01 | $47.89 | $202,575 | SEC | ||
| 2003 Q3 | 4,230 | <0.01 | Buy | <0.01 | $42.09–51.80 · VW $45.55i | $201,390 | SEC |
Price snapshot:
Current price$181.53
Avg. buy price$176.22
+/- since buy3.01%
52-week low$156.60
52-week high$212.25