Nicolai Tangen - AKO Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    27
Portfolio value:    $5,108,383,000
Holdings Activity Buys Sells    History
Holding/activity history for  Marsh & McLennan Companies, Inc. (MRSH)
← All MRSH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 261,527 0.89 Reduce 82.39% 3.45 $164.89–193.32 · VW $175.31i $45,362,000 SEC
2025   Q4 1,484,860 4.19 Reduce 17.50% 0.90 $174.18–190.00 · VW $184.12i $275,471,000 SEC
2025   Q3 1,799,753 5.16 Add 0.98% 0.05 $176.10–213.80 · VW $189.35i $362,704,000 SEC
2025   Q2 1,782,200 4.92 Reduce 16.00% 1.08 $198.45–235.78 · VW $211.14i $389,660,000 SEC
2025   Q1 2,121,730 6.72 Add 2.86% 0.19 $209.92–248.00 · VW $227.80i $517,766,000 SEC
2024   Q4 2,062,828 6.05 Add 4.54% 0.26 $207.21–235.50 · VW $219.86i $438,165,000 SEC
2024   Q3 1,973,234 5.74 Add 32.70% 1.41 $215.11–232.32 · VW $221.89i $440,209,000 SEC
2024   Q2 1,486,981 4.31 Add 16.62% 0.61 $196.72–223.64 · VW $214.31i $313,337,000 SEC
2024   Q1 1,275,051 3.72 Add 7.94% 0.27 $190.41–209.20 · VW $199.68i $262,635,000 SEC
2023   Q4 1,181,242 3.19 Add 34.65% 0.82 $184.28–202.81 · VW $193.64i $223,810,000 SEC
2023   Q3 877,275 2.72 Add 22.56% 0.50 $184.02–199.20 · VW $190.96i $166,945,000 SEC
2023   Q2 715,777 2.04 Buy 2.04 $171.47–194.16 · VW $184.68i $134,623,000 SEC
Price snapshot:
Current price$181.53
Avg. buy price$202.10
+/- since buy-10.18%
52-week low$156.60
52-week high$212.25