CCLA Investment Management Trims Stock Position in Marsh & McLennan Companies, Inc. $MRSH

CCLA Investment Management reduced its position in Marsh & McLennan Companies, Inc. (NYSE:MRSH) by 1.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 647,823 shares of the financial services provider’s stock after selling 8,811 shares during the quarter. Marsh & McLennan Companies accounts for approximately 1.9% of CCLA Investment Management’s investment portfolio, making the stock its 25th largest holding. CCLA Investment Management owned approximately 0.13% of Marsh & McLennan Companies worth $120,184,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in MRSH. Hanson & Doremus Investment Management raised its holdings in shares of Marsh & McLennan Companies by 31.3% in the third quarter. Hanson & Doremus Investment Management now owns 214 shares of the financial services provider’s stock valued at $43,000 after acquiring an additional 51 shares in the last quarter. D.A. Davidson & CO. increased its holdings in Marsh & McLennan Companies by 1.2% during the third quarter. D.A. Davidson & CO. now owns 4,514 shares of the financial services provider’s stock valued at $910,000 after buying an additional 54 shares during the period. Procyon Advisors LLC increased its holdings in Marsh & McLennan Companies by 2.5% during the fourth quarter. Procyon Advisors LLC now owns 2,279 shares of the financial services provider’s stock valued at $423,000 after buying an additional 56 shares during the period. Lindenwold Advisors INC increased its holdings in shares of Marsh & McLennan Companies by 0.4% in the 3rd quarter. Lindenwold Advisors INC now owns 14,994 shares of the financial services provider’s stock valued at $3,022,000 after acquiring an additional 62 shares during the period. Finally, Ashton Thomas Securities LLC raised its position in shares of Marsh & McLennan Companies by 1.8% in the 3rd quarter. Ashton Thomas Securities LLC now owns 3,663 shares of the financial services provider’s stock worth $736,000 after acquiring an additional 63 shares in the last quarter. 87.99% of the stock is currently owned by institutional investors.

More Marsh & McLennan Companies News

Here are the key news stories impacting Marsh & McLennan Companies this week:

• Positive Sentiment: Marsh expanded its Montana footprint by acquiring Seitz Insurance Agency, which management can use to deepen middle‑market relationships and cross‑sell Marsh’s broader solutions in a regional market — a clear revenue/organic‑growth positive. Marsh Expands Montana Reach With Seitz Insurance Agency Acquisition
• Positive Sentiment: Barclays trimmed its price target slightly (from $209 to $206) but kept an “overweight” rating, signaling continued analyst confidence and implying meaningful upside from current levels. Benzinga
• Neutral Sentiment: Options flow shows traders positioning for a big move in MRSH — elevated put/call activity can reflect either directional bets or hedging ahead of catalysts (earnings, guidance, macro news), increasing near‑term volatility expectations. This can amplify intraday price moves even if direction is unclear. Are Options Traders Betting on a Big Move in Marsh Stock?
• Neutral Sentiment: Brokerage consensus remains a “Hold” on MRSH, indicating mixed street views and suggesting limited conviction for an immediate re‑rating absent clearer catalysts. Marsh & McLennan Companies Receives Consensus Recommendation of “Hold”
• Neutral Sentiment: Oliver Wyman (a Marsh business) released a CEO Agenda survey highlighting accelerated AI and workforce transformation trends — positive for long‑term consulting demand but unlikely to move the stock materially in the near term. Oliver Wyman Forum and NYSE Survey
• Negative Sentiment: Keefe, Bruyette & Woods cut its price target (to $200) and downgraded to “market perform,” reflecting a more cautious view on near‑term growth/valuation and trimming the street’s upside expectations. That poses a headwind for sentiment until stronger fundamentals or guidance appear. Benzinga

Analyst Ratings Changes

Several equities analysts have issued reports on MRSH shares. Mizuho reiterated a “neutral” rating and issued a $199.00 target price (down from $213.00) on shares of Marsh & McLennan Companies in a research note on Friday, February 27th. JPMorgan Chase & Co. cut their target price on Marsh & McLennan Companies from $242.00 to $226.00 and set an “overweight” rating on the stock in a research note on Wednesday, January 7th. Keefe, Bruyette & Woods cut their target price on Marsh & McLennan Companies from $206.00 to $200.00 and set a “market perform” rating on the stock in a research note on Tuesday. Citigroup lifted their target price on Marsh & McLennan Companies from $201.00 to $205.00 and gave the company a “neutral” rating in a research note on Tuesday, February 3rd. Finally, Raymond James Financial raised shares of Marsh & McLennan Companies from an “outperform” rating to a “strong-buy” rating and set a $225.00 price target on the stock in a report on Tuesday, February 17th. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $211.19.

Insider Buying and Selling at Marsh & McLennan Companies

In other news, CEO John Q. Doyle sold 16,655 shares of the business’s stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $183.30, for a total transaction of $3,052,861.50. Following the sale, the chief executive officer directly owned 116,811 shares of the company’s stock, valued at $21,411,456.30. The trade was a 12.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.35% of the stock is owned by company insiders.

Marsh & McLennan Companies Stock Performance

Shares of MRSH stock opened at $175.55 on Thursday. Marsh & McLennan Companies, Inc. has a fifty-two week low of $164.89 and a fifty-two week high of $239.34. The stock has a market capitalization of $84.99 billion, a price-to-earnings ratio of 20.82, a price-to-earnings-growth ratio of 2.38 and a beta of 0.75. The company has a debt-to-equity ratio of 1.20, a current ratio of 1.10 and a quick ratio of 1.10. The business’s 50-day simple moving average is $174.39.

Marsh & McLennan Companies (NYSE:MRSH) last issued its quarterly earnings results on Thursday, January 29th. The financial services provider reported $2.12 earnings per share for the quarter, topping analysts’ consensus estimates of $1.97 by $0.15. Marsh & McLennan Companies had a return on equity of 31.60% and a net margin of 15.42%.The business had revenue of $6.60 billion for the quarter, compared to analyst estimates of $6.52 billion. During the same quarter in the previous year, the firm earned $1.87 earnings per share. The company’s revenue was up 8.7% on a year-over-year basis. As a group, equities analysts forecast that Marsh & McLennan Companies, Inc. will post 9.61 earnings per share for the current year.

Marsh & McLennan Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Thursday, April 9th will be issued a dividend of $0.90 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $3.60 dividend on an annualized basis and a dividend yield of 2.1%. Marsh & McLennan Companies’s payout ratio is 42.70%.

Marsh & McLennan Companies Profile

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.