$MRSH

Marsh McLennan is rebranding its reinsurance broking arm, Guy Carpenter, to Marsh Re as part of a broader simplification of its corporate structure. The change, announced in 2025 and implemented in 2026, aligns with the company's strategy to unify its brands. Guy Carpenter, founded in 1922, is a significant player in the reinsurance industry, placing $75 billion in ceded premium in 2025. The rebranding is part of a broader industry trend towards unified branding.

Doyle John Q (President and CEO) sold 16,656 shares of MARSH & MCLENNAN COMPANIES, INC. (MRSH) at $188.51 ($3.14M total) on 2026-09-02 under a Rule 10b5-1 trading plan.

Brennan Katherine (SVP and General Counsel) sold 1,197 shares of MARSH & MCLENNAN COMPANIES, INC. (MRSH) at $187.90 ($0.22M total) on 2026-09-02.

Marsh & McLennan (MRSH) reported moderate 2027 pay hikes, with average merit raises at 3.2% and total salary increases at 3.5%. High Tech and Banking sectors lead in merit budgets, while AI adoption in compensation planning remains basic. Marsh and Resilience launched Cyber Protect in Asia, addressing low cyber risk confidence. MRSH shares gained 2.3% YTD, outperforming the industry.

Marsh & McLennan (MRSH) reported Q2 2026 earnings with revenue up 6.2% YoY to $7.4B and adjusted EPS up 8.8% to $2.96, beating estimates. Shares fell 3.1% post-earnings due to segment weakness. Analysts expect 7% YoY EPS growth for FY2026, with a consensus 'Moderate Buy' rating and mean price target of $202.54.

Goldman Sachs says investors have focused on AI infrastructure more than AI productivity beneficiaries. It reports Q2 S&P 500 EPS growth of 31% YoY, with infrastructure about half. Only 11% of S&P 500 firms quantified AI productivity impacts. Goldman estimates AI inference is <0.5% of S&P 500 revenues and has screened 20 stocks, including EBAY and CS GP.

Marsh McLennan Agency (MMA) will acquire Accel Group, a privately held Iowa-based insurance broker founded in 1936, with seven offices and 130+ employees. Accel’s services include commercial and personal insurance, employee benefits, agribusiness coverage, and wealth and retirement advisory. MMA said the deal expands rural and agribusiness capacity, following similar regional acquisitions.

Jones John Jude (Chief Marketing Officer) sold 6,500 shares of MARSH & MCLENNAN COMPANIES, INC. (MRSH) at $191.96 ($1.25M total) on 2026-08-06.

South Martin (Chief Client Officer) sold 7,100 shares of MARSH & MCLENNAN COMPANIES, INC. (MRSH) at $189.99 ($1.35M total) on 2026-07-28.

Yates Lloyd M sold 12,000 shares of MARSH & MCLENNAN COMPANIES, INC. (MRSH) at $175.65 ($2.11M total) on 2026-07-23.