Marks Group Wealth Management Inc Invests $6.32 Million in Marsh & McLennan Companies, Inc. $MRSH

Posted by Francis Steltz on Jun 9th, 2026

Marks Group Wealth Management Inc acquired a new position in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 34,037 shares of the financial services provider’s stock, valued at approximately $6,315,000.

A number of other institutional investors have also recently bought and sold shares of MRSH. Brighton Jones LLC increased its stake in Marsh & McLennan Companies by 51.2% in the 4th quarter. Brighton Jones LLC now owns 8,738 shares of the financial services provider’s stock worth $1,856,000 after purchasing an additional 2,960 shares in the last quarter. Bison Wealth LLC increased its stake in Marsh & McLennan Companies by 39.6% in the 4th quarter. Bison Wealth LLC now owns 3,064 shares of the financial services provider’s stock worth $651,000 after purchasing an additional 869 shares in the last quarter. Glenview Trust co increased its stake in Marsh & McLennan Companies by 10.8% in the 2nd quarter. Glenview Trust co now owns 3,897 shares of the financial services provider’s stock worth $852,000 after purchasing an additional 379 shares in the last quarter. Osterweis Capital Management Inc. increased its stake in Marsh & McLennan Companies by 18,440.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 927 shares of the financial services provider’s stock worth $203,000 after purchasing an additional 922 shares in the last quarter. Finally, Diversify Advisory Services LLC purchased a new position in Marsh & McLennan Companies in the 2nd quarter worth about $1,307,000. Hedge funds and other institutional investors own 87.99% of the company’s stock.

Marsh & McLennan Companies Trading Down 1.9%

Shares of NYSE:MRSH opened at $162.35 on Tuesday. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 1.28. Marsh & McLennan Companies, Inc. has a 1 year low of $156.60 and a 1 year high of $229.04. The firm has a market cap of $78.43 billion, a P/E ratio of 20.29, a PEG ratio of 2.41 and a beta of 0.62.

Marsh & McLennan Companies (NYSE:MRSH – Get Free Report) last announced its quarterly earnings data on Thursday, April 16th. The financial services provider reported $3.29 earnings per share (EPS) for the quarter, topping the consensus estimate 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 for the quarter was up 7.6% compared to the same quarter last year. Analysts expect that Marsh & McLennan Companies, Inc. will post 10.38 earnings per share for the current fiscal year.

Insider Activity

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 transaction of $2,693,441.76. Following the completion of the sale, the chief executive officer directly owned 116,811 shares in the company, valued at approximately $18,889,506.81. This trade represents a 12.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.38% of the company’s stock.

Analyst Upgrades and Downgrades

MRSH has been the subject of several recent analyst reports. JPMorgan Chase & Co. decreased their target price on Marsh & McLennan Companies from $226.00 to $206.00 and set an “overweight” rating for the company in a research report on Thursday, April 9th. Raymond James Financial raised Marsh & McLennan Companies from an “outperform” rating to a “strong-buy” rating and set a $225.00 target price for the company in a research report on Tuesday, February 17th. Barclays decreased their target price on 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 upgraded Marsh & McLennan Companies from a “neutral” rating to a “buy” rating and set a $200.00 target price on the stock in a report on Wednesday, May 6th. Finally, Weiss Ratings downgraded Marsh & McLennan Companies from a “hold (c)” rating to a “hold (c-)” rating in a report on Monday, May 11th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $203.56.

Read Our Latest Research Report on MRSH

Marsh & McLennan Companies Company 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.