Robert Olstein
Olstein Capital Management
Robert Olstein Marsh & McLennan Companies, Inc stake
total: 342
Olstein Capital Management MRSH trades
- Total transactions:
- 20
- New positions:
- 1
- Sold out:
- 1
- Added:
- 4
- Reduced:
- 14
- Held since:
- 2013 Q4
- Held for:
- 41 quarters
- Latest activity:
- 2024 Q1
According to 2026 Q2 report, Robert Olstein doesn't hold any Marsh & McLennan Companies, Inc (MRSH) shares. To date, the estimated cost basis is nearly $51.19 for "buy" trades and estimated average "sell" price is $98.56. Olstein Capital Management first purchased MRSH in 2013 Q4, initially acquiring 70,000 shares. Since the initial investment in Marsh & McLennan Companies, Inc (MRSH), Olstein Capital Management has made 19 more transactions.
When did Robert Olstein sell Marsh & McLennan Companies, Inc (MRSH)?
Robert Olstein sold off the entire Marsh & McLennan Companies, Inc (MRSH) position in 2024 Q1.
When did Robert Olstein buy Marsh & McLennan Companies, Inc (MRSH)?
Robert Olstein first invested in Marsh & McLennan Companies, Inc (MRSH) in 2013 Q4 at the reported quarter-end price of $48.36 per share.
What's the cost basis of Olstein Capital Management's MRSH stake?
The estimated cost basis for Marsh & McLennan Companies, Inc (MRSH) stake is around $51.19 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $51.19
- Weighted AVG sell price:
- $98.56
Robert Olstein's historical trades in Marsh & McLennan Companies, Inc
20 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2024 Q1
|
0.00%
|
0
|
$189.50
|
|
-100% (-6,000)
|
-0.19%
|
|
2023 Q4
|
0.19%
|
6,000
|
$189.50
|
$1,137,000
|
-62.50% (-10,000)
|
-0.32%
|
|
2023 Q3
|
0.52%
|
16,000
|
$190.31
|
$3,045,000
|
-5.88% (-1,000)
|
-0.03%
|
|
2022 Q3
|
0.43%
|
17,000
|
$149.29
|
$2,538,000
|
+6.25% (+1,000)
|
+0.03%
|
|
2022 Q2
|
0.37%
|
16,000
|
$155.25
|
$2,484,000
|
-23.81% (-5,000)
|
-0.1%
|
|
2022 Q1
|
0.45%
|
21,000
|
$170.43
|
$3,579,000
|
-16.00% (-4,000)
|
-0.08%
|
|
2021 Q4
|
0.52%
|
25,000
|
$173.84
|
$4,346,000
|
-7.41% (-2,000)
|
-0.04%
|
|
2020 Q3
|
0.56%
|
$114.70
|
-20.59% (-7,000)
|
|||
|
2020 Q1
|
0.64%
|
$86.47
|
+3.03% (+1,000)
|
|||
|
2019 Q4
|
0.57%
|
$111.42
|
-22.90% (-9,800)
|
|||
|
2019 Q3
|
0.67%
|
$100.05
|
-4.46% (-2,000)
|
|||
|
2017 Q4
|
0.46%
|
$81.38
|
-10.04% (-5,000)
|
|||
|
2017 Q3
|
0.54%
|
$83.82
|
-25.67% (-17,200)
|
|||
|
2017 Q1
|
0.63%
|
$73.90
|
-6.94% (-5,000)
|
|||
|
2016 Q3
|
0.64%
|
$67.25
|
-4.00% (-3,000)
|
|||
|
2016 Q2
|
0.69%
|
$68.45
|
-40.94% (-52,000)
|
|||
|
2015 Q4
|
0.91%
|
$55.45
|
-6.62% (-9,000)
|
|||
|
2015 Q1
|
0.82%
|
$56.09
|
+25.93% (+28,000)
|
|||
|
2014 Q1
|
0.73%
|
$49.30
|
+54.29% (+38,000)
|
|||
|
2013 Q4
|
0.49%
|
$48.36
|
new
|
|||
* 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.