MRSH
Marsh & McLennan Companies, Inc
Marsh & McLennan Companies, Inc historical holders
total: 9
Yacktman Asset Management Marsh & McLennan Companies, Inc transactions over time
- Total transactions:
- 3
- New positions:
- 1
- Added:
- 2
- Held since:
- 2025 Q3
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q1
Donald Yacktman has been an institutional investor in Marsh & McLennan Companies, Inc (MRSH) since 2025 Q3. According to 2026 Q1 report, Donald Yacktman holds 19,380 shares with a market value of roughly $3.36M representing 0.04% of their equity portfolio. The fund/company first acquired MRSH in 2025 Q3, initially purchasing 17,345 shares. Since the initial investment, Yacktman Asset Management has made 2 more transactions in this position.
Does Donald Yacktman still hold MRSH?
Yes, Donald Yacktman continues to hold Marsh & McLennan Companies, Inc (MRSH). According to their 2026 Q1 report, they maintain a position of 19,380 shares valued at approximately $3.36M, representing 0.04% of their equity portfolio.
When did Donald Yacktman first invest in 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, acquiring 17,345 shares in their initial purchase.
What is Donald Yacktman's average cost basis for MRSH?
Based on historical transaction data, Donald Yacktman's estimated cost basis for Marsh & McLennan Companies, Inc (MRSH) is approximately $199.79 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $199.79
MRSH transactions history by Yacktman Asset Management
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
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.