Brown Lisle Cummings Inc. Makes New $3.54 Million Investment in Marsh & McLennan Companies, Inc. $MRSH

Posted by Brian Himes on Jun 25th, 2026

Brown Lisle Cummings Inc. bought a new stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) in the 1st quarter, according to its most recent filing with the SEC. The institutional investor bought 20,394 shares of the financial services provider’s stock, valued at approximately $3,537,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Headlands Technologies LLC bought a new position in Marsh & McLennan Companies during the 2nd quarter valued at $29,000. Solstein Capital LLC bought a new stake in shares of Marsh & McLennan Companies in the 4th quarter worth about $25,000. SHP Wealth Management acquired a new stake in shares of Marsh & McLennan Companies in the 4th quarter valued at about $26,000. KERR FINANCIAL PLANNING Corp bought a new position in shares of Marsh & McLennan Companies during the fourth quarter worth about $27,000. Finally, Golden State Wealth Management LLC bought a new position in shares of Marsh & McLennan Companies during the fourth quarter worth about $27,000. Institutional investors own 87.99% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on MRSH shares. Morgan Stanley lowered their price objective on Marsh & McLennan Companies from $195.00 to $190.00 and set an “equal weight” rating for the company in a report on Monday, April 6th. Wells Fargo & Company decreased their target price on Marsh & McLennan Companies from $203.00 to $178.00 and set an “equal weight” rating for the company in a research report on Thursday, April 9th. JPMorgan Chase & Co. lowered their price target on Marsh & McLennan Companies from $226.00 to $206.00 and set an “overweight” rating for the company in a report on Thursday, April 9th. Keefe, Bruyette & Woods upped their price target on 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. Finally, Weiss Ratings cut Marsh & McLennan Companies from a “hold (c)” rating to a “hold (c-)” rating in a research note on Monday, May 11th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Hold” and an average price target of $200.19.

View Our Latest Report on Marsh & McLennan Companies

Marsh & McLennan Companies Trading Up 1.4%

MRSH opened at $166.10 on Thursday. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 1.28. Marsh & McLennan Companies, Inc. has a fifty-two week low of $156.60 and a fifty-two week high of $219.71. The stock has a market cap of $80.24 billion, a P/E ratio of 20.76, a price-to-earnings-growth ratio of 2.39 and a beta of 0.62.

Marsh & McLennan Companies (NYSE:MRSH – Get Free Report) last posted its earnings results on Thursday, April 16th. The financial services provider reported $3.29 EPS for the quarter, beating the consensus estimate 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% compared to the same quarter last year. Equities analysts expect that Marsh & McLennan Companies, Inc. will post 10.38 EPS for the current fiscal year.

Insider Transactions at Marsh & McLennan Companies

In related news, CEO John Q. Doyle sold 16,656 shares of the company’s 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 transaction, the chief executive officer directly owned 116,811 shares in the company, valued at $18,889,506.81. This represents a 12.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.38% of the stock is owned by corporate insiders.

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.