Should You Consider Adding Marsh & McLennan Companies (MMC) to Your Portfolio?

ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter showed strong performance for the stock market and ClearBridge Dividend Strategy. Although the strategy lagged its S&P 500 Index benchmark in the quarter, it gained from its exposure to AI. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, ClearBridge Dividend Strategy highlighted stocks such as Marsh & McLennan Companies, Inc. (NYSE:MMC). Marsh & McLennan Companies, Inc. (NYSE:MMC) is a professional services company that provides advisory services and insurance solutions. The one-month return of Marsh & McLennan Companies, Inc. (NYSE:MMC) was 2.55%, and its shares lost 10.11% of their value over the last 52 weeks. On October 7, 2025, Marsh & McLennan Companies, Inc. (NYSE:MMC) stock closed at $203.84 per share, with a market capitalization of $100.213 billion.

ClearBridge Dividend Strategy stated the following regarding Marsh & McLennan Companies, Inc. (NYSE:MMC) in its third quarter 2025 investor letter:

"We initiated new positions in global insurance broker Marsh & McLennan Companies, Inc. (NYSE:MMC), and Old Dominion Freight Line, a less-than-truckload (LTL) shipping company. Marsh & McLennan is a high-quality compounder, overly discounted due to transitory softness in industry pricing."

Marsh & McLennan Companies, Inc. (NYSE:MMC) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 60 hedge fund portfolios held Marsh & McLennan Companies, Inc. (NYSE:MMC) at the end of the second quarter, up from 56 in the previous quarter.  While we acknowledge the potential of MARSH & MCLENNAN COMPANIES, INC. (NYSE:MMC) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Marsh & McLennan Companies, Inc. (NYSE:MMC) and shared the list of top large cap stocks to buy at 52-week lows. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.