AC
AKO Capital disclosed increased in MARSH & MCLENNAN COS INC
AKO Capital filed a 13F change in MARSH & MCLENNAN COS INC (571748102) on 2025-05-14, covering period end 2025-03-31.
Action
Increased
Capital
$517,766 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
29 changes from AKO Capital, filed 2025-05-14 for period end 2025-03-31.
$7.7M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
G3643J108 FLUTTER ENTMT PLC | New | $571,764 | $571,764 | 7.42% |
742718109 PROCTER AND GAMBLE CO | Sold out | -$196,557 | $0 | 2.55% |
H01301128 ALCON AG | Increased | $173,977 | $672,562 | 2.26% |
934550203 WARNER MUSIC GROUP CORP | Sold out | -$134,044 | $0 | 1.74% |
55354G100 MSCI INC | Sold out | -$125,344 | $0 | 1.63% |
79466L302 SALESFORCE INC | New | $96,585 | $96,585 | 1.25% |
571748102 MARSH & MCLENNAN COS INC | Increased | $79,601 | $517,766 | 1.03% |
615369105 MOODYS CORP | Increased | $75,708 | $385,002 | 0.98% |
G1151C101 ACCENTURE PLC IRELAND | Reduced | -$74,855 | $386,505 | 0.97% |
92826C839 VISA INC | Increased | $67,079 | $622,407 | 0.87% |
369604301 GE AEROSPACE | Increased | $44,448 | $493,623 | 0.58% |
217204106 COPART INC | Increased | $35,516 | $287,542 | 0.46% |
23135106 AMAZON COM INC | Reduced | -$35,394 | $273,576 | 0.46% |
461202103 INTUIT | Reduced | -$32,368 | $341,262 | 0.42% |
127387108 CADENCE DESIGN SYSTEM INC | Reduced | -$32,339 | $34,947 | 0.42% |
09857L108 BOOKING HOLDINGS INC | Reduced | -$28,124 | $331,937 | 0.36% |
941848103 WATERS CORP | Increased | $24,512 | $327,001 | 0.32% |
303250104 FAIR ISAAC CORP | Reduced | -$18,015 | $277,841 | 0.23% |
N3167Y103 FERRARI N V | Reduced | -$15,468 | $248,670 | 0.20% |
G54950103 LINDE PLC | Reduced | -$14,041 | $39,575 | 0.18% |
594918104 MICROSOFT CORP | Reduced | -$12,156 | $469,507 | 0.16% |
98978V103 ZOETIS INC | Increased | $5,558 | $250,920 | 0.07% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Increased | $5,450 | $393,719 | 0.07% |
452327109 ILLUMINA INC | Increased | $4,405 | $70,590 | 0.06% |
32654105 ANALOG DEVICES INC | Increased | $2,859 | $250,847 | 0.04% |
883556102 THERMO FISHER SCIENTIFIC INC | Increased | $2,384 | $165,624 | 0.03% |
99502106 BOOZ ALLEN HAMILTON HLDG COR | Reduced | -$2,128 | $9,775 | 0.03% |
136375102 CANADIAN NATL RY CO | Increased | $743 | $1,859 | 0.01% |
294429105 EQUIFAX INC | Increased | $729 | $185,813 | 0.01% |