Marsh & McLennan Companies, Inc. (MMC)

Over the past six months, Marsh & McLennan's stock price has experienced a decrease, ranging from approximately 15% to 16%. In Q3 2025, the company reported earnings per share of $1.85, surpassing estimates, but organic growth in the Risk and Insurance Services segment was lower than anticipated. In Q2 2025, the company reported a 12% increase in consolidated revenue and 4% underlying revenue growth. In October 2025, Marsh McLennan announced that it will change its name and brand to Marsh, effective January 2026, and its stock ticker symbol will change from MMC to MRSH.

Demand for Marsh & McLennan's products and services is primarily influenced by broader macroeconomic conditions, evolving global risks, and changes in insurance rates rather than strict seasonal patterns. The company benefits from increased demand for risk management and transfer services, particularly in an uncertain global environment. Potential tariff uncertainties could increase risk mitigation costs, which may benefit Marsh & McLennan's business. The company's performance is regularly assessed through quarterly earnings reports and business insurance market observations, indicating a continuous rather than seasonal demand cycle.

Marsh & McLennan Cos., Inc. (MMC) is a global professional services firm providing advice and solutions in the areas of risk, strategy, and people, operating within the Finance sector, specifically in the Insurance Brokers/Services and Professional Services industries. The company's major products and services are delivered through its four primary operating companies: Marsh, which offers risk management and insurance services; Guy Carpenter, which serves as a reinsurance intermediary and advisor; Mercer, which provides consulting for health insurance, retirement plans, and pension plans; and Oliver Wyman, which delivers management consulting services. In 2024, Risk and Insurance Services accounted for 63% of revenues, while Consulting contributed 37%.

Marsh & McLennan has a significant global presence, with over 90,000 colleagues operating across 130 countries worldwide.

Marsh & McLennan maintains a strong brand reputation as a global leader in professional services, specializing in risk, insurance, and consulting solutions. The company is recognized for its long-standing industry presence and its ability to provide enduring value and consistent execution in a complex and dynamic environment. The company's ongoing financial performance, strategic acquisitions, and its role in addressing global risks contribute to its perceived leadership and expertise.

Institutional investors hold a substantial portion of Marsh & McLennan's stock, with approximately 87.99% owned by hedge funds and other institutional investors. Whittier Trust Co. increased its position by 7.4% in the second quarter of 2025, holding 170,160 shares. Fjarde AP Fonden Fourth Swedish National Pension Fund increased its holdings by 18.7% in the second quarter of 2025, owning 218,131 shares. DekaBank Deutsche Girozentrale grew its position by 1.5% in the second quarter of 2025, holding 1,193,291 shares.