MRSH monthly performance report
Explore MRSH's monthly returns, drawdown, and seasonality trends — updated every month.
MRSH monthly report
—
Key takeaways
- Marsh & McLennan Companies, Inc. (MRSH) closed November 2026 at $207.78, up 3.57% for the month and +13.02% over the trailing 12 months.
- Year-to-date, MRSH is +12.00%, outperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +16.38% versus its 200-day moving average ($178.54), a bullish technical signal.
- Over the past three years, MRSH has underperformed the S&P 500 by −67.57%, with a relative strength index reading of 60.6.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
Marsh & McLennan Companies, Inc. ended November 2026 at $207.78, posting a monthly return of +3.57%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +3.75%.
The current quarter stands at +21.70% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +16.38% versus the 200-day moving average ($178.54).
Year-to-date, MRSH is +12.00% against SPY +10.62%, a gap of +1.37%. The stock is currently −2.90% below its 52-week high, with maximum 3-year drawdown at −35.60%.
| Period | MRSH | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.02% | −0.36% | +1.38% |
| 1 Week | +1.45% | +2.59% | −1.15% |
| 1 Month | +3.57% | −0.18% | +3.75% |
| 3 Months | +12.80% | −2.37% | +15.16% |
| 6 Months | +29.85% | +0.83% | +29.02% |
| YTD | +12.00% | +10.62% | +1.37% |
| 12 Months | +13.02% | +12.25% | +0.77% |
| 3 Years | +3.80% | +71.37% | −67.57% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2026 | +17.51% |
| #2 | Jul 2026 | +13.81% |
| #3 | Feb 2025 | +9.66% |
| #4 | Nov 2024 | +6.87% |
| #5 | Jul 2024 | +5.62% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2025 | −11.60% |
| #2 | Sep 2026 | −10.05% |
| #3 | Dec 2024 | −8.93% |
| #4 | Jul 2025 | −8.89% |
| #5 | Apr 2025 | −7.61% |
| Quarter | Return |
|---|---|
| Q3 2025 | −7.83% |
| Q4 2025 | −7.94% |
| Q1 2026 | −6.51% |
| Q2 2026 | −3.91% |
| Q3 2026 | +2.44% |
| Q4 2026 (QTD) | +21.70% |
| Year | Return |
|---|---|
| 2023 | +14.50% |
| 2024 | +12.11% |
| 2025 | −12.66% |
| 2026 | +12.00% |
| Metric | Value |
|---|---|
| 52-Week High | $213.99 (2026-11-05) |
| 52-Week Low | $156.60 (2026-06-03) |
| Current Price | $207.78 |
| 200-Day Moving Average | $178.54 |
| Price vs 200DMA | +16.38% |
| 3-Year Maximum Drawdown | −35.60% (2026-06-03) |
| Current Drawdown from 52W High | −2.90% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 60.6 |
| 3-Year Excess Return vs S&P 500 | −67.57% |
| RS Peak | 100.2 (Apr 2025) |
| RS Trough | 45.9 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was MRSH's return for this report period?
MRSH returned +3.57% in the latest monthly window ending 2026-11-13.
Has MRSH outperformed SPY year to date?
YTD MRSH: +12.00% vs SPY: +10.62%.
What is MRSH's 12-month return?
+13.02% over the trailing 12 months.
Is MRSH above or below its 200-day moving average?
Price is +16.38% versus 200DMA ($178.54).
What is the maximum drawdown in the 3-year window?
−35.60% on 2026-06-03.