Boston Family Office LLC Makes New Investment in Marsh & McLennan Companies, Inc. $MRSH

Posted by Brenda Bartman on Jun 13th, 2026

Boston Family Office LLC acquired a new position in Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 98,027 shares of the financial services provider’s stock, valued at approximately $18,186,000. Marsh & McLennan Companies accounts for about 1.2% of Boston Family Office LLC’s portfolio, making the stock its 27th largest position.

Several other hedge funds and other institutional investors also recently modified their holdings of MRSH. Procyon Advisors LLC grew its stake in Marsh & McLennan Companies by 2.5% in the 4th quarter. Procyon Advisors LLC now owns 2,279 shares of the financial services provider’s stock worth $423,000 after buying an additional 56 shares in the last quarter. PFG Investments LLC raised its holdings in Marsh & McLennan Companies by 3.3% during the 4th quarter. PFG Investments LLC now owns 1,758 shares of the financial services provider’s stock valued at $326,000 after buying an additional 56 shares during the last quarter. Lindenwold Advisors INC raised its holdings in Marsh & McLennan Companies by 0.4% in the 3rd quarter. Lindenwold Advisors INC now owns 14,994 shares of the financial services provider’s stock worth $3,022,000 after purchasing an additional 62 shares in the last quarter. SeaCrest Wealth Management LLC raised its holdings in Marsh & McLennan Companies by 3.9% in the 4th quarter. SeaCrest Wealth Management LLC now owns 1,673 shares of the financial services provider’s stock worth $306,000 after purchasing an additional 63 shares in the last quarter. Finally, Wealthcare Advisory Partners LLC grew its position in shares of Marsh & McLennan Companies by 0.7% in the 3rd quarter. Wealthcare Advisory Partners LLC now owns 9,996 shares of the financial services provider’s stock worth $2,015,000 after buying an additional 66 shares during the period. Institutional investors own 87.99% of the company’s stock.

Insider Buying and Selling

In other Marsh & McLennan Companies news, CEO John Q. Doyle sold 16,656 shares of Marsh & McLennan Companies stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $161.71, for a total transaction of $2,693,441.76. Following the completion of the transaction, the chief executive officer directly owned 116,811 shares of the company’s stock, valued at $18,889,506.81. The trade was a 12.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.38% of the stock is owned by insiders.

Wall Street Analyst Weigh In

MRSH has been the topic of a number of recent research reports. JPMorgan Chase & Co. reduced their target price on shares of Marsh & McLennan Companies from $226.00 to $206.00 and set an “overweight” rating on the stock in a research report on Thursday, April 9th. Piper Sandler cut their price objective on shares of Marsh & McLennan Companies from $190.00 to $182.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 26th. Bank of America cut their price objective on shares of Marsh & McLennan Companies from $181.00 to $174.00 and set an “underperform” rating on the stock in a research report on Tuesday, April 14th. Morgan Stanley cut their price objective on shares of Marsh & McLennan Companies from $195.00 to $190.00 and set an “equal weight” rating on the stock in a research report on Monday, April 6th. Finally, Barclays cut their price objective on shares of Marsh & McLennan Companies from $209.00 to $206.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 8th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $200.19.

Get Our Latest Report on MRSH

Marsh & McLennan Companies Price Performance

MRSH stock opened at $168.67 on Friday. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 1.28. The firm has a market capitalization of $81.49 billion, a P/E ratio of 21.08, a price-to-earnings-growth ratio of 2.45 and a beta of 0.62. Marsh & McLennan Companies, Inc. has a fifty-two week low of $156.60 and a fifty-two week high of $220.32.

Marsh & McLennan Companies (NYSE:MRSH – Get Free Report) last posted its quarterly earnings data on Thursday, April 16th. The financial services provider reported $3.29 EPS for the quarter, topping the consensus estimate of $3.21 by $0.08. The company had revenue of $7.30 billion during the quarter. Marsh & McLennan Companies had a net margin of 14.26% and a return on equity of 31.87%. The firm’s revenue for the quarter was up 7.6% compared to the same quarter last year. As a group, research analysts forecast that Marsh & McLennan Companies, Inc. will post 10.38 earnings per share for the current year.

Marsh & McLennan Companies Profile

(Free Report)

Marsh & McLennan Companies (NYSE: MMC) is a global professional services firm headquartered in New York City that provides advice and solutions in the areas of risk, strategy and people. Founded in 1905, the company has grown into a diversified group of businesses focused on insurance brokerage and risk management, reinsurance, human capital and investment consulting, and management consulting. Its long history and scale position it as a prominent adviser to corporations, governments and other institutions seeking to manage risk and optimize human and financial capital.

The firm operates through several well-known subsidiaries and business units that specialize in distinct services.