Warren Buffett
Berkshire Hathaway
Warren Buffett Marsh & McLennan Companies, Inc stake
total: 135
Berkshire Hathaway MRSH trades
- Total transactions:
- 7
- New positions:
- 1
- Sold out:
- 1
- Added:
- 2
- Reduced:
- 3
- Held since:
- 2020 Q3
- Held for:
- 11 quarters
- Latest activity:
- 2023 Q2
According to 2026 Q2 report, Warren Buffett doesn't hold any Marsh & McLennan Companies, Inc (MRSH) shares. To date, the estimated cost basis is nearly $116.46 for "buy" trades and estimated average "sell" price is $160.27. Berkshire Hathaway first purchased MRSH in 2020 Q3, initially acquiring about 3.37M shares. Since the initial investment in Marsh & McLennan Companies, Inc (MRSH), Berkshire Hathaway has made 6 more transactions.
When did Warren Buffett sell Marsh & McLennan Companies, Inc (MRSH)?
Warren Buffett sold off the entire Marsh & McLennan Companies, Inc (MRSH) position in 2023 Q2.
When did Warren Buffett buy Marsh & McLennan Companies, Inc (MRSH)?
Warren Buffett first invested in Marsh & McLennan Companies, Inc (MRSH) in 2020 Q3 at the reported quarter-end price of $114.70 per share.
What's the cost basis of Berkshire Hathaway's MRSH stake?
The estimated cost basis for Marsh & McLennan Companies, Inc (MRSH) stake is around $116.46 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $116.46
- Weighted AVG sell price:
- $160.27
Warren Buffett's historical trades in Marsh & McLennan Companies, Inc
7 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2023 Q2
|
0.00%
|
0
|
$166.55
|
|
-100% (-404,911)
|
-0.02%
|
|
2021 Q4
|
0.02%
|
404,911
|
$173.82
|
$70,382,000
|
-85.23% (-2,336,844)
|
-0.14%
|
|
2021 Q3
|
0.14%
|
2,741,755
|
$151.43
|
$415,184,000
|
-34.67% (-1,454,937)
|
-0.08%
|
|
2021 Q2
|
0.20%
|
4,196,692
|
$140.68
|
$590,391,000
|
-20.63% (-1,090,834)
|
-0.06%
|
|
2021 Q1
|
0.24%
|
5,287,526
|
$121.80
|
$644,021,000
|
+23.89% (+1,019,701)
|
+0.05%
|
|
2020 Q4
|
0.18%
|
$117.00
|
+26.77% (+901,318)
|
|||
|
2020 Q3
|
0.16%
|
$114.70
|
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.