Kathmere Capital Management LLC Invests $867,000 in Marsh & McLennan Companies, Inc. $MRSH

Posted by Stanley Muller on Jul 7th, 2026

Kathmere Capital Management LLC bought a new position in Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) during the 1st quarter, Holdings Channel reports. The firm bought 4,998 shares of the financial services provider’s stock, valued at approximately $867,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of MRSH. Whittier Trust Co. of Nevada Inc. acquired a new position in shares of Marsh & McLennan Companies during the 1st quarter worth approximately $12,358,000. Whittier Trust Co. bought a new stake in Marsh & McLennan Companies in the first quarter worth approximately $32,545,000. Bogart Wealth LLC bought a new stake in shares of Marsh & McLennan Companies during the first quarter valued at approximately $177,000. Columbia Bank raised its holdings in shares of Marsh & McLennan Companies by 5.1% in the 1st quarter. Columbia Bank now owns 1,736 shares of the financial services provider’s stock worth $301,000 after acquiring an additional 85 shares during the last quarter. Finally, Ascentis Independent Advisors bought a new stake in Marsh & McLennan Companies in the 1st quarter worth about $324,000. Institutional investors and hedge funds own 87.99% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have commented on MRSH. UBS Group dropped their price objective on shares of Marsh & McLennan Companies from $230.00 to $203.00 and set a “buy” rating on the stock in a report on Tuesday, June 9th. Keefe, Bruyette & Woods boosted their price objective on shares of Marsh & McLennan Companies from $200.00 to $203.00 and gave the company a “market perform” rating in a research report on Friday, April 17th. Citigroup upgraded shares of Marsh & McLennan Companies from a “neutral” rating to a “buy” rating and set a $200.00 target price for the company in a report on Wednesday, May 6th. Piper Sandler dropped their target price on shares of Marsh & McLennan Companies from $190.00 to $182.00 and set a “neutral” rating on the stock in a report on Tuesday, May 26th. Finally, Weiss Ratings downgraded Marsh & McLennan Companies from a “hold (c)” rating to a “hold (c-)” rating in a research note on Monday, May 11th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $199.25.

Get Our Latest Report on MRSH

Insider Buying and Selling

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

Marsh & McLennan Companies Trading Up 2.2%

Shares of NYSE:MRSH traded up $3.81 on Tuesday, hitting $178.54. The company’s stock had a trading volume of 342,447 shares, compared to its average volume of 2,966,870. Marsh & McLennan Companies, Inc. has a 12 month low of $156.60 and a 12 month high of $216.32. The company has a debt-to-equity ratio of 1.28, a quick ratio of 1.11 and a current ratio of 1.11. The stock has a market cap of $86.25 billion, a price-to-earnings ratio of 22.38, a PEG ratio of 2.60 and a beta of 0.61.

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

About Marsh & McLennan Companies

(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.