Institutional Ownership Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC). We have compiled data on the 1,678 institutions that hold shares in the stock, with a total of 410 Million shares, which have been reported (via 13F filing form) to have a value of $93.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
1,939
shares
|
$442,188
0.05% of portfolio
|
Q2 2023
Added 0.36%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,935
shares
|
$441,276
0.17% of portfolio
|
Q3 2024
Added 51.05%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,920
shares
|
$437,856
0.05% of portfolio
|
Q2 2023
Reduced 0.78%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,912
shares
|
$436,031
0.02% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,910
shares
|
$435,575
0.05% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
1,910
shares
|
$435,575
0.06% of portfolio
|
Q2 2024
Reduced 17.17%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
1,910
shares
|
$435,575
0.29% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
1,886
shares
|
$430,102
0.07% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,885
shares
|
$429,874
0.0% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
1,881
shares
|
$428,962
0.13% of portfolio
|
Q1 2019
New holding
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,878
shares
|
$428,277
0.05% of portfolio
|
Q4 2024
Reduced 18.03%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
1,869
shares
|
$426,225
0.03% of portfolio
|
Q4 2024
Reduced 99.56%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
1,868
shares
|
$425,997
0.53% of portfolio
|
Q2 2022
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
1,865
shares
|
$425,313
0.01% of portfolio
|
Q4 2024
Added 26.7%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
1,865
shares
|
$425,313
0.02% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,861
shares
|
$424,401
0.01% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
1,860
shares
|
$424,173
0.13% of portfolio
|
Q3 2023
Reduced 15.84%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
1,852
shares
|
$422,348
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
1,851
shares
|
$422,120
0.01% of portfolio
|
Q4 2024
Added 60.12%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
1,846
shares
|
$420,980
0.06% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
1,843
shares
|
$420,296
0.09% of portfolio
|
Q4 2023
Added 2.96%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,841
shares
|
$419,840
0.15% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,825
shares
|
$416,191
0.01% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,809
shares
|
$412,542
0.18% of portfolio
|
Q4 2023
Added 14.2%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,807
shares
|
$412,086
0.01% of portfolio
|
Q4 2024
Added 31.51%
|