Skip to content
DISCOUNT! Back-to-Work Campaign: 50% off Yearly plans through September. Use code YEAR50

Bill Nygren's Oakmark Select Fund increased its MRSH position by 85%, from 3.5% to 5.66% of the portfolio.

Now holds 2,821,300 shares worth $470.23M.
Published · Based on SEC filings

Medium impact
Major add
2026 Q2

Bill Nygren's Oakmark Select Fund bought 1.3M shares more of Marsh & McLennan Companies, Inc (MRSH) in 2026 Q2, according to the NPORT-P filed with the SEC on August 26, 2026, a 85% increase in the share count. Bill Nygren now holds 2.82M shares worth about $470.2M, 5.66% of the portfolio against 3.5% a quarter earlier.

What did the 2026 Q2 filing report for MRSH?

As of June 30, 2026, from the NPORT-P filed August 26, 2026.

Before After
Shares 1.53M 2.82M
Shares added +1.3M (85%)
Reported value $264.7M $470.2M
Portfolio weight 3.5% 5.66%
Rank in portfolio 6th of 23

How much did Bill Nygren add to MRSH?

Bill Nygren added 1.3M shares of MRSH during 2026 Q2, taking the stake from 1.53M to 2.82M. The reported value of the position rose by about $205.5M, from about $264.7M to about $470.2M.

Where does MRSH sit in the Bill Nygren portfolio?

MRSH ranks 6th of 23 stock positions in the Bill Nygren portfolio at 5.66%, above the fund's average stock position of 4%. The largest stock position is KDP at 7.64%. Next come CRM at 6.43% and FCNCA at 6.41%. The three largest stocks together are 20.49% of the book. The MRSH addition was the 2nd largest of the quarter's 21 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Bill Nygren reported 23 stock positions, with 1 opened and 2 closed. The total portfolio value is about $8.3B, up 10% from the prior quarter.

Bill Nygren buys and sells, 2026 Q2

How long has Bill Nygren held MRSH?

Bill Nygren first reported MRSH in the quarter ended March 31, 2026. Every reported trade is on the Bill Nygren MRSH trade history page.

Bill Nygren shares of MRSH by quarter

Did other funds buy or sell MRSH in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 26, 2026, 2 hold MRSH. Of those, 1 added to the position this quarter and 1 trimmed it. The largest buyer of MRSH this quarter was Torray Fund. The largest sellers were Eric H. Schoenstein, Nicolai Tangen and Donald Yacktman. Every tracked holder of MRSH is on the MRSH ownership page.

FAQ

How many MRSH shares did Bill Nygren buy in 2026 Q2?

Bill Nygren added 1.3M shares of MRSH, a 85% increase, to 2.82M shares.

What is the MRSH position of Bill Nygren worth now?

The MRSH position of Bill Nygren is worth about $470.2M at June 30, 2026 prices, 5.66% of the portfolio.

Is MRSH a top holding of Bill Nygren?

MRSH ranks 6th of 23 stock positions in the Bill Nygren portfolio, at 5.66%.

Did other funds add to MRSH in 2026 Q2?

Among the 2 other tracked funds that hold MRSH, 1 added to it in 2026 Q2 and 1 trimmed it.

Source: based on original SEC filings

Figures are from the fund's N-PORT report, which lists its positions at period-end values.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst