Osborne Partners Capital Management LLC Acquires Shares of 80,882 Marsh & McLennan Companies, Inc. $MRSH

Posted by Brenda Bartman on Jul 4th, 2026

Osborne Partners Capital Management LLC bought a new position in Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 80,882 shares of the financial services provider’s stock, valued at approximately $14,029,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Solstein Capital LLC bought a new stake in Marsh & McLennan Companies during the 4th quarter worth approximately $25,000. SHP Wealth Management acquired a new position in Marsh & McLennan Companies in the fourth quarter worth $26,000. KERR FINANCIAL PLANNING Corp bought a new stake in shares of Marsh & McLennan Companies during the fourth quarter worth $27,000. Golden State Wealth Management LLC acquired a new stake in shares of Marsh & McLennan Companies in the fourth quarter valued at $27,000. Finally, Atlas Capital Advisors Inc. acquired a new stake in shares of Marsh & McLennan Companies in the fourth quarter valued at $28,000. 87.99% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

MRSH has been the topic of several research reports. Wells Fargo & Company reduced their price target on shares of Marsh & McLennan Companies from $203.00 to $178.00 and set an “equal weight” rating on the stock in a research report on Thursday, April 9th. UBS Group dropped their target price on shares of Marsh & McLennan Companies from $230.00 to $203.00 and set a “buy” rating for the company in a research note on Tuesday, June 9th. Morgan Stanley decreased their price target on shares of Marsh & McLennan Companies from $195.00 to $190.00 and set an “equal weight” rating on the stock in a research note on Monday, April 6th. Keefe, Bruyette & Woods raised their price target on shares of Marsh & McLennan Companies from $200.00 to $203.00 and gave the company a “market perform” rating in a report on Friday, April 17th. Finally, Piper Sandler dropped their price objective on shares of Marsh & McLennan Companies from $190.00 to $182.00 and set a “neutral” rating for the company in a research report on Tuesday, May 26th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Marsh & McLennan Companies has a consensus rating of “Hold” and an average price target of $200.19.

Read Our Latest Report on MRSH

Insider Activity

In other news, CEO John Q. Doyle sold 16,656 shares of the company’s stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $161.71, for a total value of $2,693,441.76. Following the completion of the sale, the chief executive officer directly owned 116,811 shares of the company’s stock, valued at $18,889,506.81. This represents a 12.48% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.38% of the company’s stock.

Marsh & McLennan Companies Trading Down 0.2%

Shares of Marsh & McLennan Companies stock opened at $178.13 on Friday. Marsh & McLennan Companies, Inc. has a 52 week low of $156.60 and a 52 week high of $216.32. The company has a debt-to-equity ratio of 1.28, a current ratio of 1.11 and a quick ratio of 1.11. The firm has a market cap of $86.05 billion, a price-to-earnings ratio of 22.27, a price-to-earnings-growth ratio of 2.60 and a beta of 0.61.

Marsh & McLennan Companies (NYSE:MRSH – Get Free Report) last released its quarterly earnings data on Thursday, April 16th. The financial services provider reported $3.29 EPS for the quarter, beating analysts’ consensus estimates of $3.21 by $0.08. Marsh & McLennan Companies had a return on equity of 31.87% and a net margin of 14.26%.The business had revenue of $7.30 billion during the quarter. The company’s revenue was up 7.6% compared to the same quarter last year. Sell-side analysts predict 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.