MARSH & MCLENNAN COS INC (MRSH) — Hedge Fund Ownership Q4 2025
MRSH
- MARSH & MCLENNAN COS INC (MRSH) is held by 6 of 82 tracked hedge funds, with AKO Capital (4%) and Jensen Investment Management (3%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in MRSH holdings came from Torray Investment Partners (+40%) and Markel Group (+1%), highlighting conviction.
- The biggest decreases in MRSH holdings came from Jensen Investment Management (-55%) and AKO Capital (-17%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to MARSH & MCLENNAN COS INC (MRSH) by -32% vs the prior quarter and -42% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
AKO Capital
|
4.19% | 1.5M | -17.50% | -28.02% | $275.5M | $185.52 | — |
| 2 |
Jensen Investment Management
|
3.16% | 1.1M | -54.94% | -64.34% | $201.2M | $185.52 | — |
| 3 |
Torray Investment Partners Robert Torray
|
2.59% | 98K | +39.51% | +25.42% | $18.1M | $185.52 | — |
| 4 |
Markel Group Tom Gayner
|
1.13% | 762K | +0.89% | +3.57% | $141.3M | $185.52 | — |
| 5 |
Yacktman Asset Management Donald Yacktman
|
0.05% | 19K | +11.16% | — | $3.6M | $185.52 | — |
| 6 |
Mairs & Power
|
0.00% | 1K | — | -1.31% | $251,565 | $185.52 | — |
| 6 | Total | — | 3.4M | -31.70% | -42.04% | $639.9M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.