Donald Yacktman - Yacktman Asset Management
Holding/activity history for Marsh (MRSH)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 19,380 | 0.04 | Add 0.52% | <0.01 | $173.45 | $3,361,461 | SEC |
| 2025 Q4 | 19,280 | 0.05 | Add 11.16% | <0.01 | $185.52 | $3,576,826 | SEC |
| 2025 Q3 | 17,345 | 0.05 | Buy | 0.05 | $201.53 | $3,495,538 | SEC |
| 2007 Q3 | 0 | 0.00 | Sell 100.00% | 0.57 | SEC | ||
| 2007 Q2 | 150,950 | 0.57 | Reduce 1.95% | 0.01 | $30.88 | $4,661,000 | SEC |
| 2007 Q1 | 153,950 | 0.56 | $29.29 | $4,509,000 | SEC | ||
| 2006 Q4 | 153,950 | 0.62 | Reduce 0.32% | <0.01 | $30.66 | $4,720,000 | SEC |
| 2006 Q3 | 154,450 | 0.63 | Reduce 13.52% | 0.10 | $28.15 | $4,348,000 | SEC |
| 2006 Q2 | 178,600 | 0.74 | $26.89 | $4,803,000 | SEC | ||
| 2006 Q1 | 178,600 | 0.81 | Reduce 22.80% | 0.25 | $29.36 | $5,244,000 | SEC |
| 2005 Q4 | 231,350 | 1.11 | Reduce 2.90% | 0.03 | $31.76 | $7,348,000 | SEC |
| 2005 Q3 | 238,250 | 1.00 | Reduce 7.42% | 0.07 | $30.39 | $7,240,000 | SEC |
| 2005 Q2 | 257,350 | 0.97 | Reduce 1.79% | 0.02 | $27.70 | $7,129,000 | SEC |
| 2005 Q1 | 262,050 | 1.12 | Reduce 27.70% | 0.45 | $30.42 | $7,972,000 | SEC |
| 2004 Q4 | 362,450 | 1.64 | Buy | 1.64 | $32.90 | $11,925,000 | SEC |
| 2002 Q2 | 0 | 0.00 | Sell 100.00% | 0.10 | SEC | ||
| 2002 Q1 | 2,000 | 0.10 | $112.50 | $225,000 | SEC | ||
| 2001 Q4 | 2,000 | 0.11 | Reduce 33.33% | 0.06 | $107.50 | $215,000 | SEC |
| 2001 Q3 | 3,000 | 0.19 | Reduce 40.00% | 0.12 | $96.67 | $290,000 | SEC |
| 2001 Q2 | 5,000 | 0.31 | $101.00 | $505,000 | SEC | ||
| 2001 Q1 | 5,000 | 0.31 | Reduce 47.92% | 0.32 | $95.00 | $475,000 | SEC |
| 2000 Q4 | 9,600 | 0.67 | Buy | 0.67 | $116.98 | $1,123,000 | SEC |