Marsh & McLennan (MMC)
| Sector: | Financials |
| Super Investor Stats: | |
| Ownership count: | 4 |
| Ownership rank: | 127 |
| % of all portfolios: | 0.194% |
| Hold Price * : | $223.09 |
| History | Portfolio Manager | Activity ▼ | Share change | % change to portfolio | |
| Q3 2024 | |||||
| ≡ | AKO Capital | Add 32.70% | 486,253 | 1.41 | |
| ≡ | Thomas Gayner - Markel Group | Add 2.26% | 16,000 | 0.03 | |
| ≡ | Jensen Investment Management | Reduce 5.44% | 175,427 | 0.33 | |
| Q2 2024 | |||||
| ≡ | AKO Capital | Add 16.62% | 211,930 | 0.61 | |
| ≡ | Thomas Gayner - Markel Group | Add 1.80% | 12,500 | 0.03 | |
| ≡ | Jensen Investment Management | Add 1.26% | 40,182 | 0.07 | |
| ≡ | Torray Funds | Reduce 10.51% | 9,145 | 0.29 | |
| Q1 2024 | |||||
| ≡ | Jensen Investment Management | Add 8.04% | 237,071 | 0.37 | |
| ≡ | AKO Capital | Add 7.94% | 93,809 | 0.27 | |
| ≡ | Thomas Gayner - Markel Group | Add 1.39% | 9,500 | 0.02 | |
| ≡ | Robert Olstein - Olstein Capital Management | Sell 100.00% | 6,000 | 0.19 | |
| ≡ | Viking Global Investors | Sell 100.00% | 237,706 | 0.17 | |
| Q4 2023 | |||||
| ≡ | AKO Capital | Add 34.65% | 303,967 | 0.82 | |
| ≡ | Thomas Gayner - Markel Group | Add 1.78% | 12,000 | 0.02 | |
| ≡ | Viking Global Investors | Buy | 237,706 | 0.17 | |
| ≡ | Jensen Investment Management | Reduce 2.24% | 67,471 | 0.10 | |
| ≡ | Robert Olstein - Olstein Capital Management | Reduce 62.50% | 10,000 | 0.32 | |
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 5,243 | 0.02 | |
| Q3 2023 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Add 88.33% | 2,459 | 0.01 | |
| ≡ | AKO Capital | Add 22.56% | 161,498 | 0.50 | |
| ≡ | Jensen Investment Management | Add 2.94% | 86,282 | 0.13 | |
| ≡ | Thomas Gayner - Markel Group | Add 1.97% | 13,000 | 0.03 | |
| ≡ | Robert Olstein - Olstein Capital Management | Reduce 5.88% | 1,000 | 0.03 | |
| Q2 2023 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 1.38% | 9,000 | 0.02 | |
| ≡ | Jensen Investment Management | Add 1.23% | 35,596 | 0.05 | |
| ≡ | AKO Capital | Buy | 715,777 | 2.04 | |
| ≡ | Lee Ainslie - Maverick Capital | Reduce 12.56% | 400 | 0.00 | |
| ≡ | Viking Global Investors | Sell 100.00% | 257,443 | 0.20 | |
| ≡ | Warren Buffett - Berkshire Hathaway | Sell 100.00% | 404,911 | 0.02 | |
| Q1 2023 | |||||
| ≡ | Jensen Investment Management | Add 10.67% | 279,134 | 0.36 | |
| ≡ | Thomas Gayner - Markel Group | Add 1.56% | 10,000 | 0.02 | |
| ≡ | Torray Funds | Add 0.10% | 90 | 0.00 | |
| ≡ | Viking Global Investors | Buy | 257,443 | 0.20 | |
| ≡ | Lee Ainslie - Maverick Capital | Buy | 3,184 | 0.01 | |
| Q4 2022 | |||||
| ≡ | Jensen Investment Management | Add 17.96% | 398,179 | 0.51 | |
| ≡ | Thomas Gayner - Markel Group | Add 1.91% | 12,000 | 0.03 | |
| ≡ | Torray Funds | Reduce 10.18% | 9,853 | 0.29 | |
| ≡ | Viking Global Investors | Sell 100.00% | 1,006,898 | 0.70 | |
| Q3 2022 | |||||
| ≡ | Jensen Investment Management | Add 8.81% | 179,485 | 0.23 | |
| ≡ | Robert Olstein - Olstein Capital Management | Add 6.25% | 1,000 | 0.03 | |
| ≡ | Torray Funds | Add 1.26% | 1,200 | 0.04 | |
| ≡ | Thomas Gayner - Markel Group | Add 0.62% | 3,900 | 0.01 | |
| ≡ | Viking Global Investors | Reduce 64.40% | 1,821,705 | 1.27 | |
| Q2 2022 | |||||
| ≡ | Jensen Investment Management | Add 27.50% | 439,485 | 0.57 | |
| ≡ | Viking Global Investors | Add 25.68% | 577,960 | 0.41 | |
| ≡ | Thomas Gayner - Markel Group | Add 0.94% | 5,800 | 0.01 | |
| ≡ | Robert Olstein - Olstein Capital Management | Reduce 23.81% | 5,000 | 0.12 | |
| Q1 2022 | |||||
| ≡ | Viking Global Investors | Add 78.40% | 989,073 | 0.69 | |
| ≡ | Jensen Investment Management | Add 15.69% | 216,740 | 0.28 | |
| ≡ | Thomas Gayner - Markel Group | Add 1.53% | 9,300 | 0.02 | |
| ≡ | Robert Olstein - Olstein Capital Management | Reduce 16.00% | 4,000 | 0.09 | |
| Q4 2021 | |||||
| ≡ | Jensen Investment Management | Add 15.44% | 184,815 | 0.23 | |
| ≡ | Viking Global Investors | Add 9.11% | 105,385 | 0.05 | |
| ≡ | Robert Olstein - Olstein Capital Management | Reduce 7.41% | 2,000 | 0.04 | |
| ≡ | Torray Funds | Reduce 17.90% | 20,842 | 0.54 | |
| ≡ | Warren Buffett - Berkshire Hathaway | Reduce 85.23% | 2,336,844 | 0.12 | |
| Q3 2021 | |||||
| ≡ | Jensen Investment Management | Add 0.98% | 11,595 | 0.01 | |
| ≡ | Warren Buffett - Berkshire Hathaway | Reduce 34.67% | 1,454,937 | 0.07 | |
| ≡ | Viking Global Investors | Reduce 43.81% | 901,276 | 0.38 | |
| Q2 2021 | |||||
| ≡ | Jensen Investment Management | Buy | 1,185,165 | 1.26 | |
| ≡ | Viking Global Investors | Reduce 1.17% | 24,426 | 0.01 | |
| ≡ | Torray Funds | Reduce 16.14% | 22,415 | 0.46 | |
| ≡ | Warren Buffett - Berkshire Hathaway | Reduce 20.63% | 1,090,834 | 0.05 | |
| Q1 2021 | |||||
| ≡ | Viking Global Investors | Add 57.65% | 761,315 | 0.28 | |
| ≡ | Warren Buffett - Berkshire Hathaway | Add 23.89% | 1,019,701 | 0.05 | |
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 1,901 | 0.00 | |
| Q4 2020 | |||||
| ≡ | Warren Buffett - Berkshire Hathaway | Add 26.77% | 901,318 | 0.04 | |
| ≡ | Viking Global Investors | Buy | 1,320,572 | 0.42 | |
| ≡ | Lee Ainslie - Maverick Capital | Buy | 1,901 | 0.00 | |
| ≡ | Torray Funds | Reduce 11.92% | 18,791 | 0.36 | |
| Q3 2020 | |||||
| ≡ | Warren Buffett - Berkshire Hathaway | Buy | 3,366,507 | 0.16 | |
| ≡ | Torray Funds | Reduce 2.18% | 3,510 | 0.07 | |
| ≡ | Robert Olstein - Olstein Capital Management | Reduce 20.59% | 7,000 | 0.15 | |
| Q2 2020 | |||||
| ≡ | Torray Funds | Reduce 0.46% | 749 | 0.02 | |
| Q1 2020 | |||||
| ≡ | Robert Olstein - Olstein Capital Management | Add 3.03% | 1,000 | 0.02 | |
| ≡ | Torray Funds | Reduce 2.00% | 3,307 | 0.06 | |
| ≡ | Harry Burn - Sound Shore | Sell 100.00% | 249,650 | 1.88 | |
| Q4 2019 | |||||
| ≡ | Torray Funds | Add 1.75% | 2,844 | 0.05 | |
| ≡ | Harry Burn - Sound Shore | Reduce 16.63% | 49,800 | 0.38 | |
| ≡ | Robert Olstein - Olstein Capital Management | Reduce 22.90% | 9,800 | 0.17 | |
| Q3 2019 | |||||
| ≡ | Torray Funds | Reduce 0.14% | 226 | 0.00 | |
| ≡ | Robert Olstein - Olstein Capital Management | Reduce 4.46% | 2,000 | 0.03 | |
| ≡ | Harry Burn - Sound Shore | Reduce 20.32% | 76,350 | 0.49 | |
| Q2 2019 | |||||
| ≡ | Torray Funds | Reduce 0.14% | 230 | 0.00 | |
| ≡ | Harry Burn - Sound Shore | Reduce 23.19% | 113,450 | 0.67 | |
| Q1 2019 | |||||
| ≡ | Torray Funds | Reduce 0.39% | 637 | 0.01 | |
| ≡ | Harry Burn - Sound Shore | Reduce 13.93% | 79,200 | 0.42 | |
| Q4 2018 | |||||
| ≡ | Harry Burn - Sound Shore | Add 0.36% | 2,050 | 0.01 | |
| ≡ | Torray Funds | Add 0.02% | 39 | 0.00 | |
| Q3 2018 | |||||
| ≡ | Harry Burn - Sound Shore | Add 7.49% | 39,450 | 0.17 | |
| Q1 2018 | |||||
| ≡ | Harry Burn - Sound Shore | Add 5.73% | 28,550 | 0.12 | |
| Q4 2017 | |||||
| ≡ | Robert Olstein - Olstein Capital Management | Reduce 10.04% | 5,000 | 0.05 | |
| Q3 2017 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 8.15% | 44,200 | 0.18 | |
| ≡ | Robert Olstein - Olstein Capital Management | Reduce 25.67% | 17,200 | 0.19 | |
| Q2 2017 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 17.95% | 118,700 | 0.47 | |
| Q1 2017 | |||||
| ≡ | Robert Olstein - Olstein Capital Management | Reduce 6.94% | 5,000 | 0.05 | |
| Q4 2016 | |||||
| ≡ | Harry Burn - Sound Shore | Add 21.66% | 117,750 | 0.42 | |
| Q3 2016 | |||||
| ≡ | Robert Olstein - Olstein Capital Management | Reduce 4.00% | 3,000 | 0.03 | |
| ≡ | Harry Burn - Sound Shore | Reduce 15.56% | 100,150 | 0.37 | |
| Q2 2016 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 3.39% | 20,000 | 0.04 | |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.