MRSH
Marsh & McLennan Companies, Inc
Marsh & McLennan Companies, Inc historical holders
total: 9
AKO Capital Marsh & McLennan Companies, Inc transactions over time
- Total transactions:
- 12
- New positions:
- 1
- Added:
- 8
- Reduced:
- 3
- Held since:
- 2023 Q2
- Held for:
- 12 quarters
- Latest activity:
- 2026 Q1
Nicolai Tangen has been an institutional investor in Marsh & McLennan Companies, Inc (MRSH) since 2023 Q2. According to 2026 Q1 report, Nicolai Tangen holds 261,527 shares with a market value of roughly $45.36M representing 0.89% of their equity portfolio. The fund/company first acquired MRSH in 2023 Q2, initially purchasing 715,777 shares. Since the initial investment, AKO Capital has made 11 more transactions in this position.
Does Nicolai Tangen still hold MRSH?
Yes, Nicolai Tangen continues to hold Marsh & McLennan Companies, Inc (MRSH). According to their 2026 Q1 report, they maintain a position of 261,527 shares valued at approximately $45.36M, representing 0.89% of their equity portfolio.
When did Nicolai Tangen first invest in MRSH?
Nicolai Tangen first invested in Marsh & McLennan Companies, Inc (MRSH) in 2023 Q2 at the reported quarter-end price of $188.08 per share, acquiring 715,777 shares in their initial purchase.
What is Nicolai Tangen's average cost basis for MRSH?
Based on historical transaction data, Nicolai Tangen's estimated cost basis for Marsh & McLennan Companies, Inc (MRSH) is approximately $202.10 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $202.10
- Weighted AVG sell price:
- $183.65
MRSH transactions history by AKO Capital
12 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.89%
|
261,527
|
$173.45
|
$45,362,000
|
-82.39% (-1,223,333)
|
-3.23%
|
|
2025 Q4
|
4.19%
|
1,484,860
|
$185.52
|
$275,471,000
|
-17.50% (-314,893)
|
-0.83%
|
|
2025 Q3
|
5.16%
|
1,799,753
|
$201.53
|
$362,704,000
|
+0.98% (+17,553)
|
+0.05%
|
|
2025 Q2
|
4.92%
|
1,782,200
|
$218.64
|
$389,660,000
|
-16.00% (-339,530)
|
-0.96%
|
|
2025 Q1
|
6.72%
|
2,121,730
|
$244.03
|
$517,766,000
|
+2.86% (+58,902)
|
+0.19%
|
|
2024 Q4
|
6.05%
|
2,062,828
|
$212.41
|
$438,165,000
|
+4.54% (+89,594)
|
+0.26%
|
|
2024 Q3
|
5.74%
|
1,973,234
|
$223.09
|
$440,209,000
|
+32.70% (+486,253)
|
+1.41%
|
|
2024 Q2
|
4.31%
|
1,486,981
|
$210.72
|
$313,337,000
|
+16.62% (+211,930)
|
+0.61%
|
|
2024 Q1
|
3.72%
|
1,275,051
|
$205.98
|
$262,635,000
|
+7.94% (+93,809)
|
+0.27%
|
|
2023 Q4
|
3.19%
|
1,181,242
|
$189.47
|
$223,810,000
|
+34.65% (+303,967)
|
+0.82%
|
|
2023 Q3
|
2.72%
|
$190.30
|
+22.56% (+161,498)
|
|||
|
2023 Q2
|
2.04%
|
$188.08
|
new
|
|||
* 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.