MRSH
Marsh & Mclennan Cos
9 super-investors hold MRSH worth a combined $1.34B. The largest position: Jensen Investment Management at 3.9% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 36 — ranked #189 of 724 scored stocks.
Why super-investors own MRSH
Collective ownership within the tracked cohort is modest but stable, with nine managers holding a combined $1.3B in MRSH as of 2026Q1 — though the owner count series of 1→1→1→1→1→1→1→1 suggests the cohort history data reflects a narrower long-running core. Jensen Investment Management carries the highest conviction at 3.9% of portfolio ($200M), followed by Bill Nygren at 1.2% ($897M in absolute terms, reflecting Oakmark's scale). Thomas Gayner and AKO Capital hold meaningful stakes as well. Activity this quarter was minimal: no new entrants, no additions, and only AKO Capital trimming its position. Interest is neither growing nor contracting meaningfully — this reads as a steady, low-churn holding for quality-oriented managers rather than an active thesis in motion.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (9) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Nygren | 1.2% | — 1q | $897M | 5,169,119 |
| 2 | Jensen Investment Management | 3.9% | 20q | $200M | 1,151,204 |
| 3 | Thomas Gayner | 1.1% | 40q | $132M | 763,500 |
| 4 | AKO Capital | 0.9% | 12q | $45M | 261,527 |
| 5 | Joel Greenblatt | <0.1% | 40q | $24M | 136,487 |
| 6 | First Pacific Advisors | 0.3% | — 1q | $19M | 108,697 |
| 7 | Torray Funds | 2.4% | 40q | $16M | 94,329 |
| 8 | Yacktman Asset Management | <0.1% | 3q | $3M | 19,380 |
| 9 | Mairs & Power Funds | <0.1% | 26q | $225K | 1,300 |
- 1Bill Nygrenport1.2%val$897M5,169,119 sh·—1q held
- 2Jensen Investment Managementport3.9%val$200M1,151,204 sh·20q held
- 3Thomas Gaynerport1.1%val$132M763,500 sh·40q held
- 4AKO Capitalport0.9%val$45M261,527 sh·12q held
- 5Joel Greenblattport<0.1%val$24M136,487 sh·40q held
- 6First Pacific Advisorsport0.3%val$19M108,697 sh·—1q held
- 7Torray Fundsport2.4%val$16M94,329 sh·40q held
- 8Yacktman Asset Managementport<0.1%val$3M19,380 sh·3q held
- 9Mairs & Power Fundsport<0.1%val$225K1,300 sh·26q held
Owners of MRSH also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AKO Capital | TRIM | 0.9% | -82% | $45M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 571748102. Not investment advice.