Marsh & McLennan Companies (MRSH)

Outperform Recap: Q1 2026

Marsh Risk Re-Accelerates and the Market Looks Through a $425M Charge: Thesis on Track

Outperform Recap: Q4 2025

Quality on Sale: A Stable 2026 Guide and a Data-Center Growth Leg Meet an 18x Multiple

Hold Recap: Q3 2025

An EPS Beat Met an 8.5% Sell-Off: The De-Rating Arrives as Growth Resets Lower

Hold Recap: Q2 2025

Quality Compounder Beats Again, But a Faded Pop and 4% Organic Cap the Upside