Purchases and Sales Made in Q1 2025 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q1 2025. The information is specifically focused on institutions that hold shares of MARSH & MCLENNAN COMPANIES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-816- 1.0% |
$170K - $199K
|
81.1K
$16M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-824- 2.35% |
$172K - $201K
|
34.2K
$6.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-849- 5.37% |
$177K - $207K
|
15K
$2.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-852- 2.68% |
$178K - $208K
|
31K
$6.11M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
SELL
|
- |
-893- 26.53% |
$186K - $218K
|
2.47K
$488K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-904- 11.13% |
$188K - $221K
|
7.22K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-939- 3.66% |
$196K - $229K
|
24.7K
$4.88M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-940- 46.21% |
$196K - $229K
|
1.09K
$216K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-946- 0.93% |
$197K - $231K
|
101K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-947- 13.33% |
$197K - $231K
|
6.16K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-953- 16.54% |
$199K - $233K
|
4.81K
$949K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-999- 75.45% |
$208K - $244K
|
325
$64.2K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.01K- 40.54% |
$210K - $246K
|
1.48K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.02K- 15.72% |
$213K - $249K
|
5.47K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.02K- 41.63% |
$213K - $249K
|
1.43K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-1.03K- 51.07% |
$215K - $251K
|
986
$195K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.05K- 34.35% |
$219K - $256K
|
2.01K
$396K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.05K- 61.75% |
$220K - $257K
|
653
$129K
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.07K- 6.41% |
$223K - $261K
|
15.6K
$3.08M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-1.09K- 8.56% |
$227K - $266K
|
11.6K
$2.29M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.12K- 15.6% |
$233K - $273K
|
6.06K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.14K- 47.28% |
$237K - $277K
|
1.27K
$250K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.18K- 39.4% |
$247K - $289K
|
1.82K
$359K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.21K- 52.85% |
$253K - $296K
|
1.08K
$214K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.27K- 1.88% |
$264K - $309K
|
66.2K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-1.27K- 2.62% |
$264K - $309K
|
47.1K
$9.29M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.27K- 7.34% |
$264K - $309K
|
16K
$3.16M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-1.33K- 1.96% |
$278K - $325K
|
66.5K
$13.1M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.36K- 43.74% |
$282K - $331K
|
1.74K
$344K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.36K- 84.42% |
$284K - $332K
|
251
$49.5K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.43K- 5.61% |
$298K - $349K
|
24K
$4.75M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.47K- 9.17% |
$307K - $359K
|
14.6K
$2.88M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.47K- 11.85% |
$307K - $360K
|
11K
$2.17M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.5K- 1.49% |
$313K - $366K
|
98.8K
$19.5M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-1.5K- 15.0% |
$313K - $366K
|
8.5K
$1.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.55K- 3.1% |
$323K - $378K
|
48.4K
$9.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-1.6K- 50.0% |
$334K - $390K
|
1.6K
$316K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-1.62K- 7.78% |
$337K - $395K
|
19.2K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.62K- 34.92% |
$339K - $396K
|
3.03K
$597K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.63K- 11.97% |
$339K - $397K
|
12K
$2.36M
|
|
|
Sep 17, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.65K- 1.68% |
$345K - $403K
|
97K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.66K- 1.5% |
$345K - $404K
|
109K
$21.5M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.66K- 1.55% |
$347K - $406K
|
106K
$20.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.69K- 6.9% |
$352K - $412K
|
22.8K
$4.5M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.72K- 2.92% |
$359K - $420K
|
57.1K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-1.73K- 33.95% |
$362K - $423K
|
3.37K
$666K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.75K- 4.17% |
$364K - $426K
|
40.2K
$7.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.76K- 31.47% |
$367K - $430K
|
3.84K
$757K
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-1.8KClosed |
$375K - $439K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.82K- 4.52% |
$380K - $445K
|
38.6K
$7.61M
|