Marsh & McLennan Companies Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BVL:MMC Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
31 Oct 24	SellUS$1,105,225	Oscar Fanjul Martin	Individual	5,000	US$221.55
14 Aug 24	SellUS$548,328	Oscar Fanjul Martin	Individual	2,500	US$219.33
13 Jun 24	SellUS$1,254,070	Oscar Fanjul Martin	Individual	6,000	US$209.03
07 Mar 24	SellUS$306,523	John Jones	Individual	1,505	US$203.67
05 Mar 24	SellUS$1,840,436	Martine Ferland	Individual	9,128	US$201.63

Insider Trading Volume

Insider Buying: MMC insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of MMC?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	106,780	0.0217%
State or Government	560,149	0.114%
Individual Insiders	576,710	0.117%
General Public	47,103,006	9.58%
Institutions	443,309,551	90.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 58.14% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.91%	The Vanguard Group, Inc.	43,798,034	US$8.8b	0.41%	0.15%
8.34%	BlackRock, Inc.	40,998,157	US$8.2b	1.07%	0.15%
8.24%	Capital Research and Management Company	40,515,995	US$8.1b	0.07%	0.43%
4.27%	State Street Global Advisors, Inc.	20,988,478	US$4.2b	1.35%	0.18%
3.5%	FMR LLC	17,202,875	US$3.4b	-0.11%	0.24%
2.56%	T. Rowe Price Group, Inc.	12,599,130	US$2.5b	21.6%	0.24%
2.52%	Wellington Management Group LLP	12,412,139	US$2.5b	-15.2%	0.39%
2.46%	Massachusetts Financial Services Company	12,110,217	US$2.4b	-2.02%	0.53%
2.04%	Geode Capital Management, LLC	10,019,020	US$2.0b	1.77%	0.17%
1.58%	Columbia Management Investment Advisers, LLC	7,748,126	US$1.6b	-6.41%	0.38%
1.53%	UBS Asset Management AG	7,543,791	US$1.5b	5.96%	0.22%
1.46%	Mawer Investment Management Ltd.	7,157,615	US$1.4b	-1.17%	3.13%
1.16%	Northern Trust Global Investments	5,703,257	US$1.1b	-4.62%	0.19%
1.13%	Norges Bank Investment Management	5,531,627	US$1.1b	38.9%	0.1%
1.09%	Managed Account Advisors LLC	5,338,802	US$1.1b	-2.94%	0.23%
0.87%	Parnassus Investments, LLC	4,259,567	US$853.2m	0.27%	1.82%
0.82%	Eaton Vance Management	4,019,124	US$805.0m	-4.41%	0.22%
0.76%	Lazard Asset Management LLC	3,748,923	US$750.9m	-0.35%	0.62%
0.74%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	3,635,732	US$728.2m	-1.02%	0.17%
0.74%	Legal & General Investment Management Limited	3,625,100	US$726.1m	0%	0.18%
0.71%	BNY Mellon Asset Management	3,499,990	US$701.1m	-1.57%	0.13%
0.7%	Artisan Partners Limited Partnership	3,450,461	US$691.1m	0.74%	0.57%
0.68%	Deutsche Asset & Wealth Management	3,358,303	US$672.7m	23.3%	0.35%
0.68%	ClearBridge Investments, LLC	3,335,923	US$668.2m	-0.14%	0.52%
0.66%	California Public Employees' Retirement System	3,246,459	US$650.3m	-0.95%	0.46%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/02/19 04:45
End of Day Share Price	2023/11/22 00:00
Earnings	2023/12/31
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Marsh & McLennan Companies, Inc. is covered by 42 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Jay Gelb	Barclays
Alex Scott	Barclays
null null	BMO Capital Markets Equity Research