Nykredit's Q2 13F Filing
Nykredit A/S opened a new position in Marsh & McLennan Companies, Inc. (NYSE:MRSH) during the second quarter, according to a 13F filing made public on September 4, 2026. The Danish institutional investor disclosed the purchase of 170,509 shares of the financial services provider, valued at approximately $28.42 million based on the reported share count and price.
Marsh & McLennan's Ownership Profile
The Nykredit disclosure arrived alongside wider institutional activity in MRSH. Other firms reported second- and first-quarter moves in the period covered by recent 13F amendments, including EP Wealth Advisors, which lifted its holdings by 0.8% to 8,337 shares worth about $1.82 million, and Continuum Advisory, Clearstead Trust, GRIMES & Co Wealth Management, and Boyd Watterson Asset Management, each of which added small blocks. Across these filings, institutional investors were reported to own 87.99% of Marsh & McLennan's stock.
Recent Insider Sales at the Insurer
Separate SEC disclosures show two directors trimming their holdings earlier in the summer. Director Lloyd Yates sold 12,000 shares on July 23 at an average price of $175.65, reducing his direct position by 50.00% to 12,001 shares. Insider Martin South sold 7,100 shares on July 28 at an average price of $189.99, a 29.92% reduction that left him with 16,632 shares. Insiders had sold 19,813 shares in the prior three months, leaving insider ownership at 0.38%.
Trading Levels and Recent Earnings
MRSH opened at $188.42 on the September 4 trading session, inside a 52-week range of $156.60 to $207.82, with a market capitalization of $89.92 billion and a P/E ratio of 23.03. The 50-day moving average stood at $184.77. The company last reported quarterly earnings on July 21, posting EPS of $2.96 against a $2.89 consensus estimate, with revenue of $7.28 billion, up 6.2% year over year. Sell-side analysts were tracking toward $10.44 EPS for the current year, with an average price target of $203.50 and a consensus "Hold" rating.
Dividend Step-Up
Marsh & McLennan raised its quarterly dividend to $0.99 per share, an annualized $3.96, equivalent to a 2.1% yield at the disclosed trading level. The increase was reported alongside the most recent quarterly results.
Next Verifiable Milestone
Marsh & McLennan's next scheduled earnings release will be the focal data point for institutional holders and analysts tracking the stock following the Q2 13F cycle.
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