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NYSE · Finance

MARSH & MCLENNAN COS INC MRSH

Marsh & McLennan Companies, Inc., a professional services company, provides advisory services and insurance solutions to clients in the areas of risk, strategy, and people worldwide. The company operates through Risk and Insurance Services, and Consulting segments. The Risk and Insurance Services segment offers risk management services, such as risk management, insurance broking, insurance program management, risk consulting, analytical modeling, and alternative risk financing services.

Sources StockAnalysis company profile stockanalysis.com
Specialty Insurers

Company profile

Business mix

  • The company operates through Risk and Insurance Services, and Consulting segments.
  • This segment also offers insurance and reinsurance broking, strategic advisory and actuarial services, and analytics solutions.
  • It serves businesses, public entities, insurance companies, associations, professional services organizations, and private clients.
  • The Consulting segment provides health, wealth and career advice, solutions and products; and specialized management, strategic, economic, and brand consulting services.

Current key questions

  • Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in insurance brokers?
  • How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
  • Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 20.7 FCF 6.17% Buyback 0.76%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 1.2% $896.6M 2026-03-31
Markel Group Tom Gayner 1.1% $132.4M 2026-03-31
Eminence Capital Ricky Sandler 1.3% $55.6M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $35.5M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 4 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $978.9M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +693.5% +5,643,947 / 813,857
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -36.1% 13F value change -$7.3M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 157.9% 13F value change +$13.5M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 108.3% 13F value change +$21.5M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -15.3% 13F value change -$9.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 70,357 Last 4 periods +134,442 (+191.1%) Total shares 204,799 Value $35.5M
Oakmark / Harris Associates Bill Nygren 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$896.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +5,169,119 (New) Total shares 5,169,119 Value $896.6M
Eminence Capital Ricky Sandler 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$55.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +320,386 (New) Total shares 320,386 Value $55.6M
Markel Group Tom Gayner 4 filing periods
13F 2025-06-30 Filed 2025-08-01
Minor increase Shares 0.7% 13F value change -$17.7M
13F 2025-09-30 Filed 2025-10-31
Minor increase Shares 0.8% 13F value change -$11.6M
13F 2025-12-31 Filed 2026-02-06
Minor increase Shares 0.9% 13F value change -$10.8M
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 0.2% 13F value change -$8.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 743,500 Last 4 periods +20,000 (+2.7%) Total shares 763,500 Value $132.4M

Recent mentions

No public mentions.