Marsh & McLennan Companies Inc. (MRSH)

MRSH · Financials · United States

Marsh & McLennan Companies Inc. (MRSH) is a company in the Financials sector, based in United States. The stock is held in 21 ETFs we track – with its largest weight of 1.10 % in XUFI (msci-usa-financials). Anyone holding one of these ETFs also owns a small indirect stake in Marsh & McLennan Companies.

Above-average ETF coverage: 21 of the 95 ETFs we cover hold Marsh & McLennan Companies, spread across 10 indices. That puts the stock in more ETFs than 85.2 % of the 4,334 stocks we cover.

Held in21 ETFs

Highest weight1.10 %

Indices10

SectorFinancials

CountryUnited States

ISINUS5717481023

Data note 1

Price chart

Data note 2

Performance

Performance
Year to date	-4.7 %	1 year	-10.2 %
1 month	-4.0 %	3 months	+7.6 %
Calendar year 2025	-12.7 %

52W

Data note 3

Measured in euros, Marsh & McLennan Companies returned -3.0 % year to date and -8.1 % over one year. The gap to the dollar figures above comes from the exchange rate alone: each daily price is converted at the ECB euro reference rate for the same day.

Data note 4

Risk metrics

Max drawdown-35.6 %

Volatility p.a.22.5 %

Data note 5

Below peak-27.6 %

Beta to S&P 500-0.28

Correlation to S&P 500-0.14

The close on Sep 16, 2026 was 27.6 % below the highest close since Sep 10, 2024, reached on Apr 3, 2025. Over the last 252 trading days, on days when the S&P 500 rose or fell 1 %, Marsh & McLennan Companies moved on average 0.28 % in the opposite direction. The correlation of -0.14 shows how reliable that average is: the broad market explained only a small share of the daily moves.

Data note 6

Correlated with

The strongest co-movers on top, the most inverse below. Low or negative values improve portfolio diversification.

Correlated with
Instrument	r	−1 … +1
Brown & Brown Inc.	+0.91
Arthur J. Gallagher & Co.	+0.85
Aon Plc Class A	+0.76
Paychex Inc.	+0.71
Willis Towers Watson Public Limited Company	+0.71
Arch Capital Group Ltd.	+0.68
Teradyne Inc.	-0.67
Lam Research Corporation	-0.66
nVent Electric plc	-0.65

Data note 7

Key financials

Latest reported fiscal year (FY2025, period end 2025-12-31) as filed with the SEC.

Revenue27.0 bn $

Net income4.2 bn $

Diluted EPS8.43 $

Net margin15.4 %

Revenue growth+10.3 %

Revenue and profit by fiscal year
Fiscal year	Revenue	Net income	Margin
FY2023	22.7	3.8	16.5 %
FY2024	24.5	4.1	16.6 %
FY2025	27.0	4.2	15.4 %

Data note 8

Held in these ETFs

Held in these ETFs
ETF	Index	Weight	per €1,000 in the ETF
XUFI / XUFN	msci-usa-financials	1.10 %	€11.00
XDEB	msci-world-minimum-volatility	0.71 %	€7.10
XDWF	msci-world-financials	0.58 %	€5.80
WFIN	msci-world-financials	0.57 %	€5.70
XDEQ	msci-world-quality	0.30 %	€3.00
SPYL / SPY5	sp500	0.13 %	€1.30
SXR8	sp500	0.13 %	€1.30
XD9U / XD9D	msci-usa	0.13 %	€1.30
SWWD	msci-world	0.10 %	€1.00
SPPW	msci-world	0.10 %	€1.00
EUNL	msci-world	0.09 %	€0.90
XDWD / XDWL	msci-world	0.09 %	€0.90
WIMI	msci-world-imi	0.08 %	€0.80
SPYY	msci-acwi	0.08 %	€0.80
IUSQ	msci-acwi	0.08 %	€0.80
SPYI / SPSA	msci-acwi-imi	0.07 %	€0.70

Data note 9

The last column turns the weight into euros: this much of €1,000 invested in one of these funds is allocated to Marsh & McLennan Companies as of the fund's latest holdings list.

How much Marsh & McLennan Companies Inc. overlaps with other holdings in a portfolio is shown by the Portfolio X-Ray and the ETF overlap check.

Stocks with similar ETF exposure

Names that reach a portfolio through largely the same funds as Marsh & McLennan Companies — the figure counts the ETFs holding both.

Data note 10

Key figures side by side

Key figures compared with stocks of similar ETF exposure
Stock	1 year	Volatility p.a.	Net margin	Revenue growth
Marsh & McLennan Companies	-10.2 %	22.5 %	15.4 %	+10.3 %
Aon Plc	-15.7 %	24.3 %	21.5 %	+9.4 %
Brown & Brown	-27.5 %	27.1 %	17.9 %	+22.8 %
Chubb Limited	+25.6 %	19.7 %	17.4 %	+6.5 %
CME Group	+4.9 %	21.1 %	62.5 %	+6.4 %
Mastercard Incorporated	-3.2 %	22.0 %	45.6 %	+16.4 %
W. R. Berkley Corporation	-2.1 %	22.1 %	12.1 %	+7.8 %
Cboe Global Markets Inc	+15.7 %	28.3 %	–	–
Progressive Corporation	-11.4 %	25.7 %	12.9 %	+16.3 %

Return and volatility from our daily closing prices in US dollars; margin and growth from the latest SEC annual filing. Fiscal years do not all end on the same date.