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. | Harris Associates Natixis Global Asset Management | 8,687,496 | $1,447,944,972 | +69% | 1.92% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 4,170,110 | $695,032,234 | +21% | 0.31% |
| 3. | AQR Capital Management Cliff Asness | 2,607,451 | $432,106,876 | -30% | 0.15% |
| 4. | Polar Capital Brian Ashford-Russell And Tim Woolley | 1,300,000 | $216,671,000 | +7% | 0.51% |
| 5. | Marshall Wace LLP Paul Marshall And Ian Wace | 1,043,399 | $173,903,310 | +73% | 0.14% |
| 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 |
|---|---|---|---|---|---|---|
| $187.90 | 1,197 | $224,915.10 | 7,330 | 2026-09-02 | Filing | |
| $188.51 | 16,656 | $3,139,822.56 | 116,811 | 2026-09-02 | Filing | |
| $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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 39,502,046 | $6,583,805,966 | 0.1% | |
| 2. | 31,472,575 | $5,245,534,076 | 0.11% | |
| 3. | 22,401,676 | $3,733,687,339 | 0.11% | |
| 4. | 18,122,340 | $3,020,458,543 | 0.36% | |
| 5. | 16,975,238 | $2,829,262,918 | 0.49% |