Purchases and Sales Made in Q2 2025 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.62M+ 48212.88% |
$556M - $641M
|
2.63M
$552M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
793K+ 5035.89% |
$168M - $194M
|
809K
$170M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
559KNew |
$119M - $137M
|
559K
$117M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
245K+ 37.56% |
$51.9M - $59.8M
|
897K
$188M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
157K+ 6.63% |
$33.3M - $38.4M
|
2.53M
$531M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
125KNew |
$26.5M - $30.5M
|
125K
$26.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
116K+ 53.5% |
$24.6M - $28.3M
|
333K
$69.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
104K+ 100.39% |
$22.2M - $25.5M
|
209K
$43.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
54.2K+ 23.32% |
$11.5M - $13.2M
|
287K
$60.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
39.5K+ 35.85% |
$8.39M - $9.66M
|
150K
$31.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37.5K+ 36.19% |
$7.95M - $9.15M
|
141K
$29.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
31.4K+ 47.04% |
$6.65M - $7.66M
|
98K
$20.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
22.4K+ 18.82% |
$4.75M - $5.47M
|
141K
$29.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19.3KNew |
$4.09M - $4.71M
|
19.3K
$4.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
14.7K+ 11.98% |
$3.11M - $3.59M
|
137K
$28.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
10.9KNew |
$2.32M - $2.67M
|
10.9K
$2.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
10.1K+ 16.02% |
$2.15M - $2.48M
|
73.4K
$15.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
8.53K+ 4.03% |
$1.81M - $2.08M
|
220K
$46.2M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
7.99K+ 12.38% |
$1.69M - $1.95M
|
72.5K
$15.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
7.64K+ 6.77% |
$1.62M - $1.87M
|
120K
$25.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
6.92K+ 17.86% |
$1.47M - $1.69M
|
45.7K
$9.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.5K+ 91.2% |
$1.38M - $1.59M
|
13.6K
$2.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5.64K+ 44.02% |
$1.2M - $1.38M
|
18.4K
$3.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
5.58K+ 6.33% |
$1.18M - $1.36M
|
93.7K
$19.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.46K+ 9.25% |
$1.16M - $1.33M
|
64.6K
$13.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.53K+ 41.9% |
$961K - $1.11M
|
15.3K
$3.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
4.48K+ 113.37% |
$949K - $1.09M
|
8.42K
$1.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
3.94KNew |
$837K - $963K
|
3.94K
$828K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
3.77KNew |
$799K - $920K
|
3.77K
$791K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
3.6KNew |
$764K - $880K
|
3.6K
$756K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3.6K+ 1.99% |
$764K - $879K
|
184K
$38.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.5KNew |
$743K - $855K
|
3.5K
$735K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
3.41KNew |
$722K - $832K
|
3.41K
$715K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.05K+ 89.81% |
$647K - $745K
|
6.45K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.81K+ 294.85% |
$595K - $686K
|
3.76K
$789K
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
2.56K+ 6.52% |
$542K - $624K
|
41.7K
$8.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.4KNew |
$509K - $586K
|
2.4K
$504K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.32K+ 2.14% |
$492K - $567K
|
111K
$23.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.13K+ 2.11% |
$452K - $520K
|
103K
$21.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.79KNew |
$379K - $437K
|
1.79K
$375K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.6K+ 663.9% |
$339K - $391K
|
1.84K
$387K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.43K+ 41.41% |
$303K - $349K
|
4.88K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.31K+ 58.66% |
$279K - $321K
|
3.55K
$746K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.3K+ 6.25% |
$275K - $316K
|
22K
$4.63M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
1.29KNew |
$274K - $316K
|
1.29K
$272K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.22K+ 21.68% |
$259K - $299K
|
6.87K
$1.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.2KNew |
$255K - $293K
|
1.2K
$252K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.15KNew |
$243K - $280K
|
1.15K
$241K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
1.08K+ 0.94% |
$228K - $263K
|
115K
$24.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.07K+ 14.96% |
$227K - $261K
|
8.21K
$1.72M
|