Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
JB Capital LLC Invests $4.18 Million in Marsh & McLennan Companies, Inc. $MMC
JB Capital LLC recently invested $4.18 million in Marsh & McLennan Companies (NYSE:MMC) by acquiring 20,742 shares. This significant purchase highlights institutional interest in Marsh & McLennan, which also reported strong Q3 earnings, beating analyst estimates with $1.85 EPS and $6.35 billion in revenue. Despite mixed analyst ratings, the company shows solid financial performance and substantial institutional ownership.
Dec 31, 2025 • MarketBeat
NEUTRAL
Calamos Advisors LLC Has $53.96 Million Stock Position in Marsh & McLennan Companies, Inc. $MMC
Calamos Advisors LLC has adjusted its stake in Marsh & McLennan Companies, reducing its holding by 3.1% to own 267,756 shares valued at approximately $53.96 million. The CEO, John Q. Doyle, also sold 21,079 shares, reducing his direct ownership. Analysts currently rate the stock as "Hold" with a consensus target price of $222.35, following the company's recent beat on quarterly EPS estimates.
Dec 31, 2025 • Insider Monkey
NEUTRAL
Bristol Gate US Equity Strategy Exited Its Stake in Marsh & McLennan (MMC)
Bristol Gate US Equity Strategy, in its Q3 2025 investor letter, reported underperforming the S&P 500® but surpassed it in dividend growth. The strategy exited its position in Marsh & McLennan Companies, Inc. (NYSE:MMC) due to anticipated headwinds in its insurance brokerage and consulting businesses, including declining commercial insurance rates and an uncertain macro environment impacting corporate spending. The firm subsequently built a position in Amphenol (APH), believing that some AI stocks offer greater potential for higher and faster returns.
Dec 30, 2025 • Beinsure
BEARISH
Howden US blames Brown & Brown culture for mass employee exits
Howden US refutes allegations of trade-secret theft and unfair competition from Brown & Brown, claiming that mass employee departures were due to Brown & Brown's poor corporate culture, low compensation, and management issues. Howden argues that employees resigned voluntarily and were simply offered jobs, emphasizing that client movement follows brokers. The dispute highlights intense competition and recruitment practices within the insurance brokerage industry, amidst reports of Howden hiring over 200 Brown & Brown employees.
Dec 30, 2025 • MarketBeat
NEUTRAL
Boston Trust Walden Corp Has $35.78 Million Stock Holdings in Marsh & McLennan Companies, Inc. $MMC
Boston Trust Walden Corp reduced its stake in Marsh & McLennan Companies (NYSE:MMC) by 8% in Q3, ending the quarter with 177,555 shares valued at $35.78 million. Despite this, institutional ownership remains high with other large investors increasing their positions. Marsh & McLennan beat Q3 earnings and revenue estimates, but analysts maintain a "Hold" rating with a target price of $222.35.
Dec 30, 2025 • MarketBeat
SOMEWHAT-BULLISH
Cwm LLC Has $7.36 Million Stake in Marsh & McLennan Companies, Inc. $MMC
Cwm LLC significantly increased its stake in Marsh & McLennan Companies (NYSE:MMC) during the third quarter, now holding shares worth $7.36 million. Many other large institutional investors also either initiated or substantially increased their positions, indicating strong institutional confidence in the financial services provider. Despite a recent share sale by CEO John Q. Doyle, the company surpassed Q3 earnings and revenue estimates, and analysts maintain a generally positive outlook.