Current Value of Holding

$3.54M

Shares

19.4k

% of Portfolio

0.05%

Average Buy Price

$204

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18 Donald Yacktman Marsh & McLennan Cos. Trades

Donald Yacktman acquired 19.4k Marsh & McLennan Cos. shares worth $3.54M. That's 0.05% of their equity portfolio (59th largest holding). The first Marsh & McLennan Cos. trade was made in Q4 2000. Since then Donald Yacktman bought shares four more times and sold shares on thirteen occasions. The investor's estimated purchase price is $3.95M, resulting in a loss of 10%.

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Increased shares by 0.5% (+100 shares) Q1 2026
Avg closing price $182.82
Price range $179.68 - $187.34
Increased shares by 11.2% (+1.94k shares) Q4 2025
Avg closing price $186.85
Price range $176.52 - $207.02
New holding (+17.3k shares) Q3 2025
Avg closing price $205.82
Price range $196.15 - $217.83
Sold -151k shares Q3 2007
Avg closing price $27.56
Price range $24.60 - $31.50
Sold 1.9% shares (-3k shares) Q2 2007
Avg closing price $31.40
Price range $29.23 - $33.19
Sold 0.3% shares (-500 shares) Q4 2006
Avg closing price $30.66
Price range $30.66 - $30.66
Sold 13.5% shares (-24.2k shares) Q3 2006
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Sold 22.8% shares (-52.8k shares) Q1 2006
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Sold 2.9% shares (-6.9k shares) Q4 2005
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Sold 7.4% shares (-19.1k shares) Q3 2005
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Sold 1.8% shares (-4.7k shares) Q2 2005
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Sold 27.7% shares (-100k shares) Q1 2005
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New holding (+362k shares) Q4 2004
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Sold -2k shares Q2 2002
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Sold 33.3% shares (-1k shares) Q4 2001
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Sold 40.0% shares (-2k shares) Q3 2001
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Sold 47.9% shares (-4.6k shares) Q1 2001
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New holding (+9.6k shares) Q4 2000
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