David Rolfe - Wedgewood Partners Inc
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 22
Portfolio value: $484,285,577
Holding/activity history for Marsh (MRSH)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2004 Q3 |
0 |
0.00 |
Sell 100.00%
|
6.57 |
|
|
SEC |
| 2004 Q2 |
217,845 |
6.57 |
Add 24.32%
|
1.29 |
$45.38 |
$9,885,000 |
SEC |
| 2004 Q1 |
175,225 |
6.35 |
Buy
|
6.35 |
$46.29 |
$8,112,000 |
SEC |