13,506 Shares in Marsh & McLennan Companies, Inc. $MRSH Acquired by United Capital Financial Advisors LLC

29 Aug 2026, 14:07 by Kim Johansen · The Markets Daily

United Capital Financial Advisors LLC bought a new position in Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 13,506 shares of the financial services provider’s stock, valued at approximately $2,251,000.

A number of other institutional investors have also recently bought and sold shares of MRSH. BlackRock Inc. acquired a new stake in shares of Marsh & McLennan Companies during the 2nd quarter valued at about $6,583,806,000. State Street Corp bought a new stake in Marsh & McLennan Companies in the fourth quarter worth approximately $4,057,682,000. Capital International Investors bought a new position in shares of Marsh & McLennan Companies during the 4th quarter valued at $3,482,557,000. Capital World Investors acquired a new position in Marsh & McLennan Companies during the fourth quarter worth $3,140,284,000. Finally, Wellington Management Group LLP acquired a new stake in shares of Marsh & McLennan Companies in the fourth quarter worth about $2,967,927,000. Institutional investors and hedge funds own 87.99% of the company’s stock.

Analyst Ratings Changes

MRSH has been the subject of a number of analyst reports. JPMorgan Chase & Co. boosted their price objective on shares of Marsh & McLennan Companies from $206.00 to $212.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. UBS Group upped their price target on Marsh & McLennan Companies from $212.00 to $216.00 and gave the stock a “buy” rating in a report on Monday, July 27th. Morgan Stanley increased their price target on shares of Marsh & McLennan Companies from $180.00 to $200.00 and gave the company an “equal weight” rating in a report on Wednesday, August 19th. Piper Sandler cut their price objective on shares of Marsh & McLennan Companies from $190.00 to $182.00 and set a “neutral” rating for the company in a research report on Tuesday, May 26th. Finally, Wells Fargo & Company upped their price target on Marsh & McLennan Companies from $186.00 to $188.00 and gave the company an “equal weight” rating in a report on Wednesday, July 22nd. One research 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. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $203.50.

Read Our Latest Stock Report on Marsh & McLennan Companies

Marsh & McLennan Companies Price Performance

Shares of MRSH stock opened at $192.90 on Friday. The firm has a market cap of $92.05 billion, a price-to-earnings ratio of 23.58, a price-to-earnings-growth ratio of 2.64 and a beta of 0.59. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 1.22. The company has a fifty day moving average of $182.75. Marsh & McLennan Companies, Inc. has a one year low of $156.60 and a one year high of $207.82.

Marsh & McLennan Companies (NYSE:MRSH – Get Free Report) last released its quarterly earnings results 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 net margin of 14.24% and a return on equity of 32.67%. The business’s revenue was up 6.2% compared to the same quarter last year. On average, research analysts anticipate that Marsh & McLennan Companies, Inc. will post 10.44 earnings per share for the current year.

Marsh & McLennan Companies Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, August 14th. Investors of record on Thursday, July 23rd were given a dividend of $0.99 per share. This is a boost from Marsh & McLennan Companies’s previous quarterly dividend of $0.90. The ex-dividend date was Thursday, July 23rd. This represents a $3.96 dividend on an annualized basis and a yield of 2.1%. Marsh & McLennan Companies’s dividend payout ratio is currently 48.41%.

Insiders Place Their Bets

In other news, SVP Paul Beswick sold 713 shares of the firm’s stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $198.00, for a total value of $141,174.00. Following the completion of the sale, the senior vice president directly owned 16,376 shares in the company, valued at approximately $3,242,448. This trade represents a 4.17% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lloyd M. Yates sold 12,000 shares of the company’s stock in a transaction dated Thursday, July 23rd. The stock was sold at an average price of $175.65, for a total transaction of $2,107,800.00. Following the transaction, the director owned 12,001 shares in the company, valued at approximately $2,107,975.65. This trade represents a 50.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 36,469 shares of company stock valued at $6,291,345. Company insiders own 0.38% of the company’s stock.

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.