Marsh & McLennan (MRSH) Reinvents Operations with AI Productivity Push
Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark U.S. Concentrated Strategy”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Markel Gayner Asset Management Tom Gayner | 763,500 | $127,252,547 | 0.97% | |
| 2. | Cryder Capital Ferdinand Groos | 649,418 | $108,238,498 | +11% | 6.82% |
| 3. | Running Oak Capital Seth Cogswell | 62,053 | $10,342,380 | -21% | 1.76% |
| 4. | Levin Capital Strategies John A. Levin | 61,554 | $10,259,205 | -1% | 0.69% |
| 5. | 10,200 | $1,700,034 | +200% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $201.03 | 500 | $100,512.50 | 2,000 | 2025-07-30 | Filing | |
| $202.20 | 500 | $101,100.00 | 1,500 | 2025-07-29 | Filing | |
| $167.46 | 5,000 | $837,289.50 | 53,823 | 2021-12-03 | Filing | |
| $80.89 | 1,235 | $99,901.00 | 8,910 | 2017-10-30 | Filing | |
| $58.92 | 3,000 | $176,757.90 | 19,770 | 2015-05-27 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $191.96 | 6,500 | $1,247,723.10 | 1,478 | 2026-08-06 | Filing | |
| $198.00 | 713 | $141,174.00 | 16,376 | 2026-07-29 | Filing | |
| $189.99 | 7,100 | $1,348,946.75 | 16,632 | 2026-07-28 | Filing | |
| $175.65 | 12,000 | $2,107,800.00 | 12,001 | 2026-07-23 | Filing | |
| $161.71 | 16,656 | $2,693,441.76 | 116,811 | 2026-06-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 39,502,046 | $6,583,805,966 | 0.1% | |
| 2. | 22,401,676 | $3,733,687,339 | 0.11% | |
| 3. | 6,507,415 | $1,088,671,762 | 0.35% | |
| 4. | 4,113,644 | $685,621,045 | 0.2% | |
| 5. | 3,971,522 | $661,933,438 | 1.48% |