Kiley Juergens Wealth Management LLC Invests $572,000 in Marsh & McLennan Companies, Inc. $MRSH

Posted by Geri Gentry on Jul 8th, 2026

Kiley Juergens Wealth Management LLC purchased a new stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) during the first quarter, HoldingsChannel reports. The institutional investor purchased 3,300 shares of the financial services provider’s stock, valued at approximately $572,000.

Other hedge funds also recently added to or reduced their stakes in the company. Solstein Capital LLC purchased a new position in shares of Marsh & McLennan Companies in the fourth quarter worth $25,000. SHP Wealth Management purchased a new stake in shares of Marsh & McLennan Companies during the fourth quarter valued at $26,000. KERR FINANCIAL PLANNING Corp bought a new stake in Marsh & McLennan Companies in the 4th quarter worth about $27,000. Golden State Wealth Management LLC purchased a new position in Marsh & McLennan Companies in the 4th quarter worth about $27,000. Finally, Pinnacle Bancorp Inc. bought a new position in Marsh & McLennan Companies during the 1st quarter valued at about $28,000. 87.99% of the stock is currently owned by hedge funds and other institutional investors.

Marsh & McLennan Companies Price Performance

MRSH opened at $177.99 on Wednesday. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 1.28. The company has a market capitalization of $85.99 billion, a P/E ratio of 22.25, a price-to-earnings-growth ratio of 2.54 and a beta of 0.61. Marsh & McLennan Companies, Inc. has a 12-month low of $156.60 and a 12-month high of $216.32.

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

Insider Activity at Marsh & McLennan Companies

In related news, CEO John Q. Doyle sold 16,656 shares of the firm’s stock in a transaction on 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 transaction, the chief executive officer directly 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.38% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of brokerages have recently commented on MRSH. 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 for the company in a research note on Thursday, April 9th. Morgan Stanley lowered their price objective on shares of Marsh & McLennan Companies from $180.00 to $175.00 and set an “equal weight” rating on the stock in a research report on Monday. Barclays cut their target price on shares of Marsh & McLennan Companies from $209.00 to $206.00 and set an “overweight” rating for the company in a research report on Wednesday, April 8th. Citigroup raised Marsh & McLennan Companies from a “neutral” rating to a “buy” rating and set a $200.00 price target on the stock in a report on Wednesday, May 6th. Finally, Mizuho dropped their price target on Marsh & McLennan Companies from $199.00 to $193.00 and set a “neutral” rating on the stock in a research note on Monday, April 13th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Hold” and an average target price of $199.25.

Check Out Our Latest Report on MRSH

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.