Marsh & McLennan Companies, Inc. (MMC)
Quantitative Summary
DeterministicMMC trades at 21.9x earnings, roughly in line with its sector average of 19.2x.
Generated deterministically from quant metrics and financial statements. Not a recommendation.
Valuation Context
Price Chart with Moving Averages
Technical Setup
AI GeneratedMarsh & McLennan Companies, Inc. is currently trading significantly below its key moving averages, with the price situated 10.7% beneath the 200-day simple moving average and under the 50-day level as well. This positioning suggests a sustained downward trend where short-term momentum has failed to reclaim longer-term support levels, indicating that recent price action is structurally bearish rather than merely corrective. The relative strength index reading of 37.5 places the asset in oversold territory, which often signals potential mean reversion but simultaneously highlights an environment of suppressed buying pressure and lingering negative sentiment within the financial services sector. The combination of a deep discount to long-term averages and low momentum creates a dynamic where downside risk remains elevated despite the technical exhaustion evident at current levels. While the RSI suggests the asset may be approaching a floor, the substantial gap below the 200-day average implies that any upward movement must overcome significant structural headwinds before establishing a stable trend reversal. This setup reflects a fragile equilibrium; while volatility might compress due to oversold conditions, the lack of support from major moving averages means that further fundamental deterioration or market-wide weakness could easily trigger additional declines without immediate technical resistance to arrest them.
Underwater (Drawdown from Peak)
How far below the all-time high the price has been over time. Deeper = more pain for holders.
Rolling 60-Day Beta vs S&P 500 (VOO)
How the stock's sensitivity to market moves changes over time. β > 1 = more volatile than the market.
Fama-French 5-Factor Exposure
Academic factor model decomposition — what's really driving this stock's returns.
Fama-French 5-Factor Model. Data: Kenneth French Data Library. Regression over 3 years of daily returns.
Fundamentals
Passive Flow Attribution
ETF Draft EffectWhen investors buy or sell ETFs like DGRW or SCHV, the fund manager is mechanically forced to buy or sell MMC shares regardless of Marsh & McLennan Companies, Inc.'s individual fundamentals. We estimate $2.2B of passive capital is structurally linked to MMC through 8 tracked ETFs. Index rebalances and ETF creation/redemption cycles can create noticeable volume spikes unrelated to company news.
Passive exposure = Σ (ETF AUM × stock weight in ETF) across 8 tracked ETFs. Actual passive ownership is larger (includes mutual funds). Not investment advice.
ETF Contagion Visualizer
Simulate a price drop in Marsh & McLennan Companies, Inc. to visualize passive redemption contagion across ETFs and collateral stocks.
If Marsh & McLennan Companies, Inc. (MMC) experiences a significant drawdown, ETF redemptions can create collateral selling pressure on co-held stocks. Our model identifies NVIDIA Corp. (NVDA) as the most exposed collateral stock, sharing 2 ETFs with MMC. This is the "Passive Contagion" effect described in the Inelastic Market Hypothesis.
Contagion model based on shared ETF exposure and constituent weights across 12 tracked ETFs. Estimated selling pressure is a simplified model — actual impact depends on market liquidity, ETF redemption mechanics, and market-maker activity.
MMC Ownership Dynamics
Passive funds hold 1 in every 44 MMC shares, reducing daily market volatility.
Marsh & McLennan Companies, Inc. (MMC) exerts measurable gravity on the passive index market, currently representing 0.8% of the DGRW (DGRW) and 0.3% of the SCHV (SCHV). Across 14 tracked ETFs, approximately 12M shares (2.3% of float) are held by passive funds and rarely trade on the open market. As passive ownership grows, index inclusion changes may increasingly drive price discovery.
ETFs with Highest MMC Exposure
Float lock-up computed from 14 ETFs tracked by SecuritiesDB. Actual passive ownership is higher (includes mutual funds, pension funds, etc.).
MMC Institutional Volume Profile
252-day volume distribution by price level. The Point of Control (POC) marks — the price where the most institutional volume transacted — an implicit support/resistance floor.
The highest-volume price zone for Marsh & McLennan Companies, Inc. over the past year sits near $179.64 (13% of 252-day volume). The current price of $173.97 sits 3.2% below the POC — suggesting potential mean-reversion upside if institutional demand reasserts at this level. The highly concentrated volume profile (13% at POC) indicates strong consensus on fair value — institutional participants have repeatedly transacted near this price.
Volume Profile computed from 252 trading days of OHLCV data. Volume allocated to price bins proportionally based on daily high-low range. Not investment advice.
Fails-to-Deliver (FTD) History
SEC-reported settlement failures. Elevated FTDs can indicate high short-selling pressure, operational settlement issues, or naked shorting activity.
| Date | Failed Shares | Close Price | Notional Value |
|---|---|---|---|
| 2026-01-09 | 2 | $186.90 | $373.8 |
| 2026-01-02 | 2 | $185.52 | $371.04 |
| 2025-12-22 | 580 | $184.70 | $107,126 |
| 2025-12-17 | 581 | $187.17 | $108,745.77 |
| 2025-12-11 | 7 | $180.93 | $1,266.51 |
| 2025-11-06 | 76,268 | $178.40 | $13.6M |
| 2025-11-04 | 1,716 | $177.13 | $303,955.08 |
| 2025-10-21 | 3 | $189.91 | $569.73 |
| 2025-10-14 | 212 | $205.36 | $43,536.32 |
| 2025-10-08 | 1 | $203.84 | $203.84 |
| 2025-10-06 | 156,753 | $201.14 | $31.5M |
| 2025-10-03 | 175,350 | $199.57 | $35.0M |
| 2025-10-02 | 204,576 | $201.29 | $41.2M |
Source: SEC Regulation SHO FTD data. Data is reported with a ~30 day delay. High FTD quantities relative to average daily volume may indicate settlement stress.
Price Correlations
Statistical correlation of daily returns with other stocks. High correlations indicate stocks that move together; negative correlations can offer diversification.
| Peer | 252-Day (1Y) | 126-Day (6M) | Direction |
|---|---|---|---|
| WTGXX | NaN | NaN | |
| MRSH | 1.000 | 1.000 | High co-movement |
| AJG | 0.755 | 0.750 | High co-movement |
| AON | 0.749 | 0.786 | High co-movement |
| BRO | 0.704 | 0.738 | High co-movement |
| HIG | 0.636 | 0.534 | Moderate |
| ACGL | 0.636 | 0.581 | Moderate |
| AFL | 0.625 | 0.524 | Moderate |
| CB | 0.619 | 0.520 | Moderate |
| TRV | 0.602 | 0.516 | Moderate |
Pearson correlation of daily log returns. 252d ≈ 1 trading year. Computed from price history. Not investment advice.
Compare MMC to Peers
Quant metrics computed deterministically from financial statements and price data. Updated: 2026-03-11.
SecuritiesDB provides programmatic data aggregation for informational purposes only. None of the metrics, summaries, or algorithmic flags constitute a recommendation to buy or sell any security.