Robert Millen - Jensen Investment Management Inc
Holding/activity history for Marsh (MRSH)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 1,151,204 | 3.94 | Add 6.17% | 0.23 | $173.45 | $199,676,334 | SEC |
| 2025 Q4 | 1,084,317 | 3.16 | Reduce 54.94% | 3.31 | $185.52 | $201,162,490 | SEC |
| 2025 Q3 | 2,406,645 | 6.02 | Reduce 0.70% | 0.04 | $201.53 | $485,011,167 | SEC |
| 2025 Q2 | 2,423,637 | 6.21 | Reduce 7.84% | 0.56 | $218.64 | $529,903,994 | SEC |
| 2025 Q1 | 2,629,686 | 7.10 | Reduce 13.51% | 0.79 | $244.03 | $641,722,275 | SEC |
| 2024 Q4 | 3,040,551 | 5.85 | Reduce 0.34% | 0.02 | $212.41 | $645,843,438 | SEC |
| 2024 Q3 | 3,050,831 | 5.69 | Reduce 5.44% | 0.30 | $223.09 | $680,609,888 | SEC |
| 2024 Q2 | 3,226,258 | 5.56 | Add 1.26% | 0.07 | $210.72 | $679,837,086 | SEC |
| 2024 Q1 | 3,186,076 | 5.01 | Add 8.04% | 0.37 | $205.98 | $656,267,934 | SEC |
| 2023 Q4 | 2,949,005 | 4.23 | Reduce 2.24% | 0.10 | $189.47 | $558,747,977 | SEC |
| 2023 Q3 | 3,016,476 | 4.54 | Add 2.94% | 0.13 | $190.30 | $574,035,383 | SEC |
| 2023 Q2 | 2,930,194 | 4.04 | Add 1.23% | 0.05 | $188.08 | $551,110,888 | SEC |
| 2023 Q1 | 2,894,598 | 3.76 | Add 10.67% | 0.36 | $164.88 | $477,261,318 | SEC |
| 2022 Q4 | 2,615,464 | 3.38 | Add 17.96% | 0.51 | $165.48 | $432,806,983 | SEC |
| 2022 Q3 | 2,217,285 | 2.88 | Add 8.81% | 0.23 | $149.29 | $331,018,000 | SEC |
| 2022 Q2 | 2,037,800 | 2.62 | Add 27.50% | 0.57 | $155.25 | $316,368,000 | SEC |
| 2022 Q1 | 1,598,315 | 2.03 | Add 15.69% | 0.28 | $170.42 | $272,385,000 | SEC |
| 2021 Q4 | 1,381,575 | 1.69 | Add 15.44% | 0.23 | $173.82 | $240,145,000 | SEC |
| 2021 Q3 | 1,196,760 | 1.44 | Add 0.98% | 0.01 | $151.43 | $181,225,000 | SEC |
| 2021 Q2 | 1,185,165 | 1.26 | Buy | 1.26 | $140.68 | $166,729,000 | SEC |
| 2004 Q4 | 0 | 0.00 | Sell 100.00% | <0.01 | SEC | ||
| 2004 Q3 | 364 | <0.01 | $46.70 | $17,000 | SEC | ||
| 2004 Q2 | 364 | <0.01 | $46.70 | $17,000 | SEC | ||
| 2004 Q1 | 364 | <0.01 | $46.70 | $17,000 | SEC | ||
| 2003 Q4 | 364 | <0.01 | Reduce 84.60% | <0.01 | $46.70 | $17,000 | SEC |
| 2003 Q3 | 2,364 | 0.01 | Reduce 18.09% | <0.01 | $47.80 | $113,000 | SEC |
| 2003 Q2 | 2,886 | 0.01 | Reduce 14.77% | <0.01 | $50.94 | $147,000 | SEC |
| 2003 Q1 | 3,386 | 0.01 | $42,629.95 | $144,345,000 | SEC | ||
| 2002 Q4 | 3,386 | 0.01 | $46.07 | $156,000 | SEC | ||
| 2002 Q3 | 3,386 | 0.02 | Add 100.00% | 0.01 | $41,639.99 | $140,993,000 | SEC |
| 2002 Q2 | 1,693 | 0.03 | $96,600.12 | $163,544,000 | SEC | ||
| 2002 Q1 | 1,693 | 0.05 | Add 830.22% | 0.04 | $112,740.11 | $190,869,000 | SEC |
| 2001 Q4 | 182 | 0.01 | $107,450.55 | $19,556,000 | SEC | ||
| 2001 Q3 | 182 | 0.01 | $96,697.80 | $17,599,000 | SEC | ||
| 2001 Q2 | 182 | 0.01 | $101,000.00 | $18,382,000 | SEC | ||
| 2001 Q1 | 182 | 0.01 | $95,027.47 | $17,295,000 | SEC | ||
| 2000 Q4 | 182 | 0.01 | $117,000.00 | $21,294,000 | SEC | ||
| 2000 Q3 | 182 | 0.02 | Buy | 0.02 | $132,752.75 | $24,161,000 | SEC |