Yacktman Asset Management MRSH trades
Donald Yacktman
Donald Yacktman Marsh & McLennan Companies, Inc stake
total: 148
Trades details
- Total transactions:
- 4
- New positions:
- 1
- Sold out:
- 1
- Added:
- 2
- Held since:
- 2025 Q3
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Donald Yacktman doesn't hold any Marsh & McLennan Companies, Inc (MRSH) shares. To date, the estimated cost basis is nearly $199.79 for "buy" trades and estimated average "sell" price is $173.45. Yacktman Asset Management first purchased MRSH in 2025 Q3, initially acquiring 17,345 shares. Since the initial investment in Marsh & McLennan Companies, Inc (MRSH), Yacktman Asset Management has made 3 more transactions.
When did Donald Yacktman sell Marsh & McLennan Companies, Inc (MRSH)?
Donald Yacktman sold off the entire Marsh & McLennan Companies, Inc (MRSH) position in 2026 Q2.
When did Donald Yacktman buy Marsh & McLennan Companies, Inc (MRSH)?
Donald Yacktman first invested in Marsh & McLennan Companies, Inc (MRSH) in 2025 Q3 at the reported quarter-end price of $201.53 per share.
What's the cost basis of Yacktman Asset Management's MRSH stake?
The estimated cost basis for Marsh & McLennan Companies, Inc (MRSH) stake is around $199.79 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $199.79
- Weighted AVG sell price:
- $173.45
Donald Yacktman's historical trades in Marsh & McLennan Companies, Inc
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.00%
|
0
|
$173.45
|
|
-100% (-19,380)
|
-0.04%
|
|
2026 Q1
|
0.04%
|
19,380
|
$173.45
|
$3,361,461
|
+0.52% (+100)
|
+0%
|
|
2025 Q4
|
0.05%
|
19,280
|
$185.52
|
$3,576,826
|
+11.16% (+1,935)
|
+0.01%
|
|
2025 Q3
|
0.05%
|
17,345
|
$201.53
|
$3,495,538
|
new
|
+0.05%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.