MRSH
Marsh & McLennan Companies, Inc
Marsh & McLennan Companies, Inc historical holders
total: 9
Olstein Capital Management Marsh & McLennan Companies, Inc transactions over time
- 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
Robert Olstein has been an institutional investor in Marsh & McLennan Companies, Inc (MRSH) since 2013 Q4. According to 2026 Q2 report, Robert Olstein doesn't hold any shares. The fund/company first acquired MRSH in 2013 Q4, initially purchasing 70,000 shares. Since the initial investment, Olstein Capital Management has made 19 more transactions in this position.
When did Robert Olstein exit their MRSH position?
Robert Olstein no longer holds Marsh & McLennan Companies, Inc (MRSH). They sold off their entire position in 2024 Q1, closing out an investment that began in 2013 Q4.
When did Robert Olstein first invest in 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, acquiring 70,000 shares in their initial purchase.
What is Robert Olstein's average cost basis for MRSH?
Based on historical transaction data, Robert Olstein's estimated cost basis for Marsh & McLennan Companies, Inc (MRSH) is approximately $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
MRSH transactions history by Olstein Capital Management
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.