Marsh & McLennan (MMC)

• Market cap: $119B
• 1 day: -0.42%
• 5 days: 3.66%
• 1 month: 1.91%
• 3 months: 14.35%
• 6 months: 8.65%
• Year to date: 14.69%
• 1 year: 17.68%
• 5 years: 170.68%
• 10 years: 328.63%
• Sector: Financials
• Industry: Insurance Agents, Brokers & Service

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

59% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 109

29% more repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 488

2.11% more ownership

Funds ownership: 87.84% [Q3] → 89.95% (+2.11%) [Q4]

2% more funds holding

Funds holding: 1,505 [Q3] → 1,530 (+25) [Q4]

2% less call options, than puts

Call options by funds: $106M | Put options by funds: $107M

2% less capital invested

Capital invested by funds: $96.3B [Q3] → $94.2B (-$2.1B) [Q4]

17% less funds holding in top 10

Funds holding in top 10: 24 [Q3] → 20 (-4) [Q4]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $210 13% downside
• Avg. target: $230 5% downside
• High target: $250 3% upside

4 analyst ratings

• positive: 1 25%
• neutral: 2 50%
• negative: 1 25%

Raymond James C. Gregory Peters 84% 1-year accuracy 31 / 37 met price target	3% upside $250	Outperform Reiterated	6 Feb 2025
Keefe, Bruyette & Woods Meyer Shields 77% 1-year accuracy 85 / 111 met price target	13% downside $210	Underperform Maintained	3 Feb 2025
Wells Fargo Elyse Greenspan 69% 1-year accuracy 82 / 119 met price target	8% downside $223	Equal-Weight Maintained	31 Jan 2025
JP Morgan Jimmy Bhullar 65% 1-year accuracy 22 / 34 met price target	3% downside $235	Neutral Maintained	3 Jan 2025