Marsh & McLennan (MMC)

Sector:Financials
Super Investor Stats:
Ownership count:6
Ownership rank:70
% of all portfolios:0.148%
Hold Price * :$189.47
History Portfolio Manager Activity Share change % change to portfolio
Q4  2023
AKO Capital Add 34.65% 303,967 0.82
Thomas Gayner - Markel Asset Management 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 Asset Management Add 1.97% 13,000 0.03
Robert Olstein - Olstein Capital Management Reduce 5.88% 1,000 0.03
Q2  2023
Thomas Gayner - Markel Asset Management 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 Asset Management 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 Asset Management 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 Asset Management 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 Asset Management 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 Asset Management 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 Asset Management Add 3.39% 20,000 0.04
Harry Burn - Sound Shore Reduce 18.52% 146,300 0.56
Robert Olstein - Olstein Capital Management Reduce 40.94% 52,000 0.60
Q1  2016
Harry Burn - Sound Shore Reduce 14.15% 130,200 0.43
Q4  2015
Thomas Gayner - Markel Asset Management Add 5.46% 30,500 0.05
Robert Olstein - Olstein Capital Management Reduce 6.62% 9,000 0.08
Q3  2015
Thomas Gayner - Markel Asset Management Add 22.59% 103,000 0.14
Harry Burn - Sound Shore Reduce 9.10% 92,100 0.26
Q2  2015
Thomas Gayner - Markel Asset Management Add 13.72% 55,000 0.08
Harry Burn - Sound Shore Reduce 6.66% 72,200 0.18
Q1  2015
Robert Olstein - Olstein Capital Management Add 25.93% 28,000 0.21
Thomas Gayner - Markel Asset Management Add 19.35% 65,000 0.09
Harry Burn - Sound Shore Add 16.99% 157,500 0.39

* "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.