Grid › Insurance Agents, Brokers & Service

MRSH Marsh & Mclennan Companies, Inc.

NYSE, CIK 0000062709, fiscal year ends 12/31. Last price 197.48 on 2026-10-23, market value 93.9 billion dollars.

Machine-readable: MRSH.json, MRSH.md. Librarian dossier (cited facts, written 2026-10-17): MRSH dossier. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.

Philosophy	Score	Status	Current inputs as of	History used	Price	Verification	Rules
Graham Defensive	n/a	not scored (financial)	—	—	—	—	method
Magic Formula	n/a	not scored	—	—	—	—	method
Momentum	55	ok	2026-10-23	—	2026-10-23	—	method
Insider	0	ok	2026-10-23	—	—	—	method
Buffett Quality	n/a	not scored (financial)	—	—	—	—	method
Lynch GARP	n/a	not scored (financial)	—	—	—	—	method
Graham Enterprising	n/a	not scored (financial)	—	—	—	—	method
Piotroski F-Score	n/a	not scored (financial)	—	—	—	—	method

Market value, source trail

market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used

Input	Value	Unit	Period / date	Source
Traded price	197.48	USD per traded unit (share or ADS)	2026-10-23	Yahoo Finance
SEC shares outstanding	475,514,327	underlying shares	2026-10-12	SEC cover page 10-Q 0000062709-26-000258 (475,514,327 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/62709/000006270926000258/mrsh-20260930.htm 0000062709-26-000258
Depositary ratio	1.0	underlying shares per traded unit		domestic 10-K filer; SEC shares are the traded units
Market value price date × latest reported shares	93,904,569,296	USD	2026-10-23 shares at 2026-10-12	197.48 (price 2026-10-23) / 1 x 475,514,327 (shares at 2026-10-12) = 93,904,569,296

Graham Defensive

not scored (financial). How this is scored.

not scored (financial).

Magic Formula

not scored. How this is scored.

not scored.

Momentum

55 of 100. ok. How this is scored.

Test or factor	Value	Points
12-1 month return	-8.0 % (percentile 28.8)	14.4 / 50
6 month return	14.8 % (percentile 72.4)	14.5 / 20
Price / 52-week high	0.991	14.9 / 15
Volatility penalty (60d annualised)	21.6 %	11.4 / 15

Inputs, 1 numbers with their sources

Input	Value	Period	Source	Check
Adjusted close series (14 months)	197.48	2026-10-23	Yahoo Finance / Alpaca Market Data daily history	not cross-checked

Insider

0 of 100. ok. How this is scored. Form 4 data loaded through 2026-10-23

Test or factor	Value	Points
Open-market buy value / market cap (percentile among buyers)	0.0 bp	0.0 / 35
Distinct buyers	0	0.0 / 25
Buyer seniority	0.0	0.0 / 20
Recency (half-life 30d)	0.0	0.0 / 10
Sales penalty (excludes 10b5-1 plan sales)	0.3 bp	-4.7 / 0

Inputs, 5 numbers with their sources

Input	Value	Period	Source	Check
Form 4 S Brennan Katherine 2026-09-02	224916.30000000002	2026-09-02	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 S Jones John Jude 2026-08-06	1247740.0	2026-08-06	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 S South Martin 2026-07-28	1348929.0	2026-07-28	SEC Form 4 (insider transactions data set)	not cross-checked
excluded 2026-09-02 S	10b5-1 plan		rule	not cross-checked
excluded 2026-07-29 S	10b5-1 plan		rule	not cross-checked

Buffett Quality

not scored (financial). How this is scored.

not scored (financial).

Lynch GARP

not scored (financial). How this is scored.

not scored (financial).

Graham Enterprising

not scored (financial). How this is scored.

not scored (financial).

Piotroski F-Score

not scored (financial). How this is scored.

not scored (financial).

Earnings record

SEC XBRL, by fiscal year (named by the calendar year it ends in); EPS split-adjusted to today's shares; each row links to the filing.

FY	Ended	Revenue, $M	Net income, $M	EPS diluted	Dividend	Filing
2013	2013-12-31		1,357	2.43	paid	0000062709-16-000040
2014	2014-12-31		1,465	2.65	paid	0000062709-17-000008
2015	2015-12-31		1,599	2.98	paid	0000062709-18-000020
2016	2016-12-31		1,768	3.38	paid	0000062709-19-000010
2017	2017-12-31		1,492	2.87	paid	0000062709-20-000010
2018	2018-12-31		1,650	3.23	paid	0000062709-21-000008
2019	2019-12-31		1,742	3.41	paid	0000062709-22-000009
2020	2020-12-31		2,016	3.94	paid	0000062709-23-000014
2021	2021-12-31		3,143	6.13	paid	0000062709-24-000016
2022	2022-12-31	20,720	3,050	6.04	paid	0000062709-25-000015
2023	2023-12-31	22,736	3,756	7.53	paid	0000062709-26-000022
2024	2024-12-31	24,458	4,060	8.18	paid	0000062709-26-000022
2025	2025-12-31	26,981	4,160	8.43	paid	0000062709-26-000022

Insider transactions

SEC Form 4 open-market purchases and sales from the insider data sets; latest 20.

Date	Insider	Role	Type	Shares	Price	Value
2026-09-02	Doyle John Q	CEO	sale plan	16,656	188.51	3,139,823
2026-09-02	Brennan Katherine	officer	sale	1,197	187.90	224,916
2026-08-06	Jones John Jude	officer	sale	6,500	191.96	1,247,740
2026-07-29	Beswick Paul	officer	sale plan	713	198.00	141,174
2026-07-28	South Martin	officer	sale	7,100	189.99	1,348,929
2026-07-23	Yates Lloyd M	director	sale	12,000	175.65	2,107,800
2026-06-02	Doyle John Q	CEO	sale	16,656	161.71	2,693,442

Filings and links

Third-party sites are linked only; nothing from them is stored here.

SEC: filing index, 8-K, Form 4, XBRL companyfacts
Prices: Yahoo Finance, Stooq
Elsewhere: morningstar, finviz, stockanalysis, seeking alpha, openinsider, google news

Cite as: The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/MRSH; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23. Data last checked 2026-10-26.