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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.83K- 65.81% |
$382K - $448K
|
953
$188K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.89K- 2.15% |
$393K - $460K
|
85.8K
$16.9M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.1K- 23.27% |
$437K - $511K
|
6.91K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.14K- 47.95% |
$446K - $522K
|
2.32K
$459K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.2K- 0.87% |
$459K - $537K
|
252K
$49.8M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
SELL
|
- |
-2.22K- 22.83% |
$463K - $542K
|
7.51K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-2.36K- 3.61% |
$491K - $575K
|
62.9K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.47K- 1.85% |
$514K - $602K
|
131K
$25.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-2.48K- 6.44% |
$518K - $606K
|
36.1K
$7.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-2.52K- 20.57% |
$526K - $616K
|
9.74K
$1.92M
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-2.54K- 1.83% |
$530K - $621K
|
136K
$26.9M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.6K- 5.3% |
$542K - $635K
|
46.5K
$9.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.7K- 13.52% |
$562K - $658K
|
17.2K
$3.4M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.74K- 9.81% |
$571K - $669K
|
25.2K
$4.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.75K- 2.01% |
$574K - $671K
|
134K
$26.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.77K- 14.73% |
$578K - $677K
|
16K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.79K- 1.31% |
$582K - $681K
|
210K
$41.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-2.89K- 4.53% |
$601K - $704K
|
60.9K
$12M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-2.9K- 33.61% |
$604K - $707K
|
5.72K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-2.9K- 1.93% |
$605K - $708K
|
148K
$29.1M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-2.93K- 14.21% |
$610K - $714K
|
17.7K
$3.49M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.95K- 5.35% |
$616K - $721K
|
52.2K
$10.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.09K- 47.67% |
$645K - $755K
|
3.4K
$671K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-3.11K- 14.87% |
$649K - $760K
|
17.8K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-3.19K- 15.06% |
$666K - $779K
|
18K
$3.56M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.25K- 4.8% |
$678K - $794K
|
64.5K
$12.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.26K- 7.66% |
$679K - $795K
|
39.3K
$7.75M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.26K- 5.11% |
$680K - $796K
|
60.6K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.33K- 5.92% |
$694K - $812K
|
52.9K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.34K- 13.19% |
$695K - $814K
|
21.9K
$4.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.34K- 11.67% |
$697K - $816K
|
25.3K
$5M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-3.41K- 3.94% |
$711K - $832K
|
83.2K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3.42K- 60.42% |
$713K - $834K
|
2.24K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.42K- 5.39% |
$713K - $835K
|
60K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.47K- 13.09% |
$724K - $847K
|
23.1K
$4.55M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3.5K- 5.12% |
$730K - $854K
|
64.9K
$12.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.53K- 34.86% |
$736K - $861K
|
6.6K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-3.59K- 1.76% |
$748K - $876K
|
200K
$39.5M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.75K- 11.1% |
$782K - $916K
|
30K
$5.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-3.77K- 3.66% |
$786K - $920K
|
99.1K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.84K- 1.2% |
$801K - $938K
|
317K
$62.5M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.94K- 9.24% |
$821K - $961K
|
38.7K
$7.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-3.94K- 22.5% |
$822K - $962K
|
13.6K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
SELL
|
- |
-4.13K- 4.12% |
$861K - $1.01M
|
96K
$19M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-4.2K- 0.3% |
$876K - $1.02M
|
1.39M
$273M
|
|
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-4.32K- 4.15% |
$900K - $1.05M
|
99.7K
$19.7M
|
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-4.42K- 2.05% |
$920K - $1.08M
|
211K
$41.6M
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-4.57K- 74.41% |
$952K - $1.11M
|
1.57K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.67K- 5.44% |
$973K - $1.14M
|
81.1K
$16M
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-4.67K- 19.31% |
$974K - $1.14M
|
19.5K
$3.85M
|