Marsh & McLennan Companies Inc. (MRSH)

MRSH · Financials · United States United States

Marsh & McLennan Companies Inc. (MRSH) is a US company in the Financials sector. The stock has its largest weight in XUFI (MSCI USA Financials), at 1.21%. Anyone who holds an ETF containing Marsh & McLennan Companies also has an indirect stake in the company.

Data and Charts: Marsh & McLennan Companies

Key Data for Marsh & McLennan Companies

Held in22 ETFs
Highest weight1.21%
Indices11
SectorFinancials
CountryUnited States
ISINUS5717481023

Data note 1

Marsh & McLennan Companies Stock Price Chart

The Marsh & McLennan Companies chart shows daily closing prices and is set to the current year by default. The stock is up 8.1% year to date and up 12.3% over twelve months. The last recorded close on October 30, 2026, was $200.62, at 100% of the 52-week range.

Price series from our database since Sep 10, 2024, 538 daily values.

Data note 2

Marsh & McLennan Companies Stock Performance

Marsh & McLennan Companies stock performance
Year to date+8.1%1 year+12.3%
1 month+17.5%3 months+5.8%
Calendar year 2025-12.7%
52W

Data note 3

Measured in euros, Marsh & McLennan Companies is up 13.7% year to date and up 16.1% over twelve months. The difference from the dollar figures above comes from the exchange rate alone. Each daily price is converted at the ECB euro reference rate for that day.

Data note 4

Alysly Data Analysis: Marsh & McLennan Companies

What ETF Is Marsh & McLennan Companies In?

Marsh & McLennan Companies has above-average ETF coverage and is held by 22 of the 104 ETFs we track, which together follow 11 indices. That puts the stock in more ETFs than 85.1% of the 4,341 stocks we track.

Data note 5

What ETF is Marsh & McLennan Companies in
ETFIndexWeightper €1,000 in the ETF
XUFI / XUFNMSCI USA Financials1.21%€12.05
XDEBMSCI World Minimum Volatility0.77%€7.68
XDWFMSCI World Financials0.65%€6.48
WFINMSCI World Financials0.65%€6.47
XDEQMSCI World Quality0.34%€3.41
XDEWS&P 500 Equal Weight0.22%€2.17
SPYL / SPY5S&P 5000.14%€1.42
XD9U / XD9DMSCI USA0.14%€1.42
SXR8S&P 5000.14%€1.40
SWWDMSCI World0.11%€1.11
SPPWMSCI World0.11%€1.11
XDWD / XDWLMSCI World0.10%€1.05
EUNLMSCI World0.10%€1.00
WIMIMSCI World IMI0.09%€0.93
SPYYMSCI ACWI0.09%€0.93
IUSQMSCI ACWI0.09%€0.90
SPYI / SPSAMSCI ACWI IMI0.08%€0.82

Data note 6

The last column shows how much of €1,000 in one of these funds goes to Marsh & McLennan Companies, based on each fund's latest holdings list.

US-listed ETFs holding Marsh & McLennan Companies (weight per latest SEC filing): VYM 0.37%, IVV 0.12%, SPY 0.12%, VOO 0.12%, VTI 0.11%. These funds are registered in the US; retail investors in the EU usually cannot buy them.

What's Inside Your ETF Portfolio and the ETF overlap check show how much Marsh & McLennan Companies overlaps with the rest of a portfolio.

Which Tracked Investors Hold Marsh & McLennan Companies?

Marsh & McLennan Companies is not among the largest purchases in the quarter ending Jun 30, 2026. The list is led by GOOGL, DAL and NEBIUS GROUP N.V. The only manager we track that holds Marsh & McLennan Companies reduced its position.

Tracked investors holding this stock
InvestorSharesValueQuarter
Bridgewater Associates17,949$3Mreduced by 7,828

As of Jun 30, 2026. Based on quarterly filings with the US securities regulator, submitted up to 45 days after the reference date. The change counts shares, not price gains.

Data note 7

What Marsh & McLennan Companies Executives and Directors Traded Recently

Trades by executives and directors
DatePersonTypeSharesPrice
Oct 23, 2026Klisura Dean Michael Officer, President & CEO, Marsh RESell (plan)4,194$200.00
Oct 23, 2026Mills Stacy Officer, Vice President and ControllerSell (plan)1,215$200.00

The table shows open-market purchases and sales reported over the past 90 days. Directors, officers and shareholders owning more than ten percent must report such transactions within two trading days. Awards and option exercises are excluded.

“Plan” means the transaction follows a schedule set up in advance under Rule 10b5-1. Sales consistently outnumber purchases in these filings because a large part of executive pay is granted in shares. For comparison: over the period covered, executives and directors reported sales at 271 of 350 tracked companies and purchases at 32.

Data note 8

Stocks With ETF Exposure Similar to Marsh & McLennan Companies

Stocks with ETF exposure similar to Marsh & McLennan Companies
StockShared ETFsr1 yearAnnualized volatilityNet marginRevenue growth
Marsh & McLennan Companies––+12.3%22.7%15.4%+10.3%
Aon Plc22+0.75-2.0%24.6%21.5%+9.4%
CME Group22–+15.3%21.4%62.5%+6.4%
Mastercard Incorporated22–+15.2%21.9%45.6%+16.4%
Cboe Global Markets Inc22–+41.7%29.3%––
Progressive Corporation22–+11.7%25.6%12.9%+16.3%
Willis Towers Watson Public Limited Company22–+2.3%25.6%16.5%-2.2%
Brown & Brown22+0.90-13.3%27.8%17.9%+22.8%
Chubb Limited22–+31.0%19.6%17.4%+6.5%

These stocks reach a portfolio through largely the same funds as Marsh & McLennan Companies. “Shared ETFs” counts the funds that hold both.

Return and volatility are calculated from our daily closing prices in US dollars. Margin and growth come from each company's latest SEC annual filing. Because fiscal years do not end on the same date for every company, the underlying periods are not fully identical.

Data note 9

Fundamental Analysis: Marsh & McLennan Companies

Marsh & McLennan Companies Key Financials

Revenue$27.0B
Net income$4.2B
Diluted EPS$8.43
Net margin15.4%
Revenue growth+10.3%

Figures come from the SEC annual filing for the latest reported fiscal year (period end Dec 31, 2025).

Revenue and profit by fiscal year
Fiscal yearRevenueNet incomeMargin
FY ended Dec 202322.73.816.5%
FY ended Dec 202424.54.116.6%
FY ended Dec 202527.04.215.4%

Data note 10

Technical Analysis: Marsh & McLennan Companies

Marsh & McLennan Companies Risk Metrics

Max drawdown-35.6%
Annualized volatility22.7%

Data note 11

Below peak-17.9%
Beta to S&P 500-0.40
Correlation to S&P 500-0.20

The close on Oct 30, 2026, was 17.9% below the highest close since Sep 10, 2024. That high was reached on Apr 3, 2025. When the S&P 500 rose or fell 1%, Marsh & McLennan Companies moved 0.40% on average in the opposite direction (past 252 trading days). The correlation of -0.20, however, shows only a moderate link to the broad market. Accordingly, moves in the S&P 500 explain only a small part of the daily price moves of Marsh & McLennan Companies.

Data note 12

What Marsh & McLennan Companies Correlates With

The strongest co-movers are listed at the top, the strongest inverse movers at the bottom. Low or negative correlations can help spread risk more broadly across a portfolio.

Data note 13

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