Bradley Foster & Sargent Inc. CT Sells 30,256 Shares of Marsh & McLennan Companies, Inc. $MRSH

Posted by Stanley Muller on Jul 26th, 2026

Bradley Foster & Sargent Inc. CT trimmed its holdings in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 6.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 474,702 shares of the financial services provider’s stock after selling 30,256 shares during the quarter. Marsh & McLennan Companies accounts for about 1.3% of Bradley Foster & Sargent Inc. CT’s portfolio, making the stock its 18th largest position. Bradley Foster & Sargent Inc. CT’s holdings in Marsh & McLennan Companies were worth $82,337,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of the business. PFG Investments LLC lifted its holdings in shares of Marsh & McLennan Companies by 3.3% during the fourth quarter. PFG Investments LLC now owns 1,758 shares of the financial services provider’s stock worth $326,000 after purchasing an additional 56 shares during the period. SeaCrest Wealth Management LLC increased its holdings in Marsh & McLennan Companies by 3.9% in the fourth quarter. SeaCrest Wealth Management LLC now owns 1,673 shares of the financial services provider’s stock valued at $306,000 after purchasing an additional 63 shares during the period. EP Wealth Advisors LLC raised its position in Marsh & McLennan Companies by 0.8% during the 2nd quarter. EP Wealth Advisors LLC now owns 8,337 shares of the financial services provider’s stock worth $1,823,000 after purchasing an additional 69 shares during the last quarter. MMA Asset Management LLC lifted its holdings in Marsh & McLennan Companies by 1.7% during the 4th quarter. MMA Asset Management LLC now owns 4,083 shares of the financial services provider’s stock worth $757,000 after buying an additional 70 shares during the period. Finally, Clear Creek Financial Management LLC grew its position in shares of Marsh & McLennan Companies by 5.2% in the 4th quarter. Clear Creek Financial Management LLC now owns 1,449 shares of the financial services provider’s stock valued at $269,000 after buying an additional 72 shares during the last quarter. Institutional investors own 87.99% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the company. JPMorgan Chase & Co. raised their price objective on Marsh & McLennan Companies from $206.00 to $212.00 and gave the stock an “overweight” rating in a research report on Monday, July 13th. Bank of America reduced their target price on Marsh & McLennan Companies from $181.00 to $174.00 and set an “underperform” rating on the stock in a report on Tuesday, April 14th. Wells Fargo & Company raised their price target on shares of Marsh & McLennan Companies from $186.00 to $188.00 and gave the stock an “equal weight” rating in a report on Wednesday. Weiss Ratings downgraded shares of Marsh & McLennan Companies from a “hold (c)” rating to a “hold (c-)” rating in a research report on Monday, May 11th. Finally, Barclays reduced 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 note on Wednesday, April 8th. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $201.69.

View Our Latest Analysis on Marsh & McLennan Companies

Insider Buying and Selling at Marsh & McLennan Companies

In related news, CEO John Q. Doyle sold 16,656 shares of the 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 in the company, valued at $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 is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.38% of the stock is owned by insiders.

Marsh & McLennan Companies Stock Up 2.4%

NYSE MRSH opened at $180.66 on Friday. The company has a market cap of $86.21 billion, a P/E ratio of 22.09, a price-to-earnings-growth ratio of 2.60 and a beta of 0.61. The company has a quick ratio of 1.11, a current ratio of 1.14 and a debt-to-equity ratio of 1.22. Marsh & McLennan Companies, Inc. has a one year low of $156.60 and a one year high of $213.80.

Marsh & McLennan Companies (NYSE:MRSH – Get Free Report) last posted its quarterly earnings results on Tuesday, July 21st. The financial services provider reported $2.96 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.89 by $0.07. Marsh & McLennan Companies had a return on equity of 32.67% and a net margin of 14.24%.The firm had revenue of $7.28 billion for the quarter. The business’s revenue for the quarter was up 6.2% on a year-over-year basis. On average, equities analysts predict that Marsh & McLennan Companies, Inc. will post 10.41 EPS for the current year.

Marsh & McLennan Companies Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 14th. Stockholders of record on Thursday, July 23rd will be issued a dividend of $0.99 per share. This is a positive change from Marsh & McLennan Companies’s previous quarterly dividend of $0.90. This represents a $3.96 annualized dividend and a dividend yield of 2.2%. The ex-dividend date is Thursday, July 23rd. Marsh & McLennan Companies’s dividend payout ratio is presently 48.41%.

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.