Bridgewater Advisors Inc. Invests $921,000 in Marsh & McLennan Companies, Inc. $MRSH

Posted by Brenda Bartman on Aug 16th, 2026

Bridgewater Advisors Inc. purchased a new stake in Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 4,790 shares of the financial services provider’s stock, valued at approximately $921,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. PFG Investments LLC lifted its holdings in 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 valued at $326,000 after purchasing an additional 56 shares in the last quarter. EP Wealth Advisors LLC increased its stake in shares of Marsh & McLennan Companies by 0.8% during the second 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 in the last quarter. MMA Asset Management LLC raised its position in shares of 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 purchasing an additional 70 shares during the last quarter. Continuum Advisory LLC lifted its stake in Marsh & McLennan Companies by 5.3% in the 1st quarter. Continuum Advisory LLC now owns 1,452 shares of the financial services provider’s stock valued at $252,000 after buying an additional 73 shares in the last quarter. Finally, Clearstead Trust LLC boosted its holdings in Marsh & McLennan Companies by 12.6% in the 1st quarter. Clearstead Trust LLC now owns 668 shares of the financial services provider’s stock worth $116,000 after buying an additional 75 shares during the last quarter. Hedge funds and other institutional investors own 87.99% of the company’s stock.

Marsh & McLennan Companies Price Performance

NYSE:MRSH opened at $187.75 on Friday. The firm has a market cap of $89.60 billion, a price-to-earnings ratio of 22.95, a price-to-earnings-growth ratio of 2.69 and a beta of 0.59. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 1.22. The company has a 50-day moving average price of $177.66. Marsh & McLennan Companies, Inc. has a 1-year low of $156.60 and a 1-year high of $213.80.

Marsh & McLennan Companies (NYSE:MRSH – Get Free Report) last released its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $2.96 EPS for the quarter, beating analysts’ consensus estimates of $2.89 by $0.07. The firm had revenue of $7.28 billion for the quarter. Marsh & McLennan Companies had a return on equity of 32.67% and a net margin of 14.24%.The company’s revenue was up 6.2% compared to the same quarter last year. As a group, equities analysts anticipate that Marsh & McLennan Companies, Inc. will post 10.43 earnings per share for the current fiscal year.

Marsh & McLennan Companies Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, August 14th. Investors of record on Thursday, July 23rd were issued a $0.99 dividend. This is an increase from Marsh & McLennan Companies’s previous quarterly dividend of $0.90. The ex-dividend date was Thursday, July 23rd. This represents a $3.96 annualized dividend and a yield of 2.1%. Marsh & McLennan Companies’s payout ratio is presently 48.41%.

Insider Activity at Marsh & McLennan Companies

In other news, insider Martin South sold 7,100 shares of the company’s stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $189.99, for a total value of $1,348,929.00. Following the transaction, the insider directly owned 16,632 shares in the company, valued at approximately $3,159,913.68. This represents a 29.92% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, SVP Paul Beswick sold 713 shares of Marsh & McLennan Companies stock in a transaction that occurred on Wednesday, July 29th. The shares were sold at an average price of $198.00, for a total transaction of $141,174.00. Following the completion of the sale, the senior vice president owned 16,376 shares of the company’s stock, valued at $3,242,448. This trade represents a 4.17% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 36,469 shares of company stock worth $6,291,345. 0.38% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of brokerages have commented on MRSH. JPMorgan Chase & Co. increased their target price on Marsh & McLennan Companies from $206.00 to $212.00 and gave the company an “overweight” rating in a report on Monday, July 13th. Mizuho boosted their price target on Marsh & McLennan Companies from $197.00 to $201.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 22nd. Cantor Fitzgerald increased their price objective on Marsh & McLennan Companies from $210.00 to $218.00 and gave the company an “overweight” rating in a research note on Thursday, July 9th. Citigroup lowered Marsh & McLennan Companies from a “buy” rating to a “neutral” rating and set a $200.00 price objective on the stock. in a report on Wednesday, July 22nd. Finally, Morgan Stanley dropped their target price on shares of Marsh & McLennan Companies from $180.00 to $175.00 and set an “equal weight” rating for the company in a report on Monday, July 6th. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $201.94.

Check Out Our Latest Report on Marsh & McLennan Companies

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.