Marsh
Marsh is classed by the SEC under Insurance Agents, Brokers & Service (industry code 6411), based in New York, NY. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $27 billion and a profit of $4.2 billion (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a brokerage business: prior from its industry code (SEC 6411, Insurance Agents, Brokers & Service); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 6.0 out of ten, 9 of 9 metrics filed: past 7.2 out of ten, present 6.3 out of ten, future 4.5 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 7.2 out of ten. No warning events in its filings since 2017. 72nd percentile among 30 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 6.6 out of ten. +9.2% a year over 4 filed years; profitable in 4 of 4. 66th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 8.3 out of ten. Share count shrank 0.7% a year. 62% of cash flow returned. Insiders: 11 sales, 0 purchases. 83rd percentile among 19 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 6.7 out of ten. ROE 27%: 27¢ of profit per shareholder dollar. Leverage 74%: owes 74¢ per asset dollar. 67th percentile among 30 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 6.7 out of ten. top 33% of 30 in its family; net margin 15.4%. 67th percentile among 30 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 4.8 out of ten. bottom 48% of 21 in its family for leadership; chief executive since 2023. 48th percentile among 21 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 3.9 out of ten. bottom 38% of 29 in its family for room to expand. 38th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 4.7 out of ten. bottom 47% of 29 in its family for growth drivers. 47th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 5.0 out of ten. top 50% of 25 in its family for expectations against reality. 50th percentile among 25 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-09 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-07-21 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-21 (on EDGAR). Newest filing: Form 25-NSE, 2026-09-21. Filings on record since 1994. Read from EDGAR 2026-10-12.
Where the revenue comes from
By geography: United States 49%, Other 37%, United Kingdom 14%. As tagged in its annual report (Form 10-K, filed 2026-02-09).
Who runs it
Doyle, John Q (President and CEO); Klisura, Dean Michael (President & CEO, Guy Carpenter); Studer, Nicholas Mark (President and CEO Marsh Risk); Tomlinson, Patrick (President and CEO, Mercer); Moynihan, Edward Francis (President & CEO, Oliver Wyman); Mills, Stacy (Vice President and Controller); Mcgivney, Mark C (EVP, CFO and COO); Jones, John Jude (Chief Marketing Officer); Beswick, Paul (SVP, Chief Information Officer); South, Martin (Chief Client Officer); and 14 more. 24 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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