Oakmark Select Fund MRSH trades
Bill Nygren
Bill Nygren Marsh & McLennan Companies, Inc stake
total: 60
Trades details
- Total transactions:
- 2
- New positions:
- 1
- Added:
- 1
- Held since:
- 2026 Q1
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Bill Nygren holds 2,821,300 Marsh & McLennan Companies, Inc (MRSH) shares with a market value of roughly $470.23M accounting for 5.66% of the overall portfolio. To date, the estimated cost basis is nearly $170.34 for "buy" trades. Oakmark Select Fund first purchased MRSH in 2026 Q1, initially acquiring about 1.53M shares. Since the initial investment in Marsh & McLennan Companies, Inc (MRSH), Oakmark Select Fund has made 1 more transaction.
When did Bill Nygren buy Marsh & McLennan Companies, Inc (MRSH)?
Bill Nygren first invested in Marsh & McLennan Companies, Inc (MRSH) in 2026 Q1 at the reported quarter-end price of $173.45 per share.
What's the cost basis of Oakmark Select Fund's MRSH stake?
The estimated cost basis for Marsh & McLennan Companies, Inc (MRSH) stake is around $170.34 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $170.34
Bill Nygren's historical trades in Marsh & McLennan Companies, Inc
2 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
5.66%
|
2,821,300
|
$166.67
|
$470,226,071
|
+84.86% (+1,295,100)
|
+2.6%
|
|
2026 Q1
|
3.50%
|
1,526,200
|
$173.45
|
$264,719,390
|
new
|
+3.5%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.