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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
269+ 29.79% |
$57.1K - $65.7K
|
1.17K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
266New |
$56.4K - $65K
|
266
$52.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
265+ 0.26% |
$56.2K - $64.7K
|
101K
$20M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
248+ 1.45% |
$52.6K - $60.6K
|
17.4K
$3.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
247+ 4.75% |
$52.4K - $60.3K
|
5.45K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
247+ 1.88% |
$52.4K - $60.3K
|
13.4K
$2.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
246+ 5.56% |
$52.2K - $60.1K
|
4.67K
$922K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
244+ 0.4% |
$51.8K - $59.6K
|
60.9K
$12M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
242+ 16.89% |
$51.3K - $59.1K
|
1.68K
$331K
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
238+ 0.09% |
$50.5K - $58.1K
|
276K
$54.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
237+ 0.63% |
$50.3K - $57.9K
|
38K
$7.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
231+ 5.9% |
$49K - $56.4K
|
4.15K
$819K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
221+ 7.63% |
$46.9K - $54K
|
3.12K
$616K
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
218+ 14.46% |
$46.2K - $53.3K
|
1.73K
$341K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
209+ 70.37% |
$44.3K - $51.1K
|
506
$99.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
207+ 6.28% |
$43.9K - $50.6K
|
3.5K
$691K
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
205New |
$43.5K - $50.1K
|
205
$40.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
204+ 12.92% |
$43.3K - $49.8K
|
1.78K
$352K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
201+ 16.48% |
$42.6K - $49.1K
|
1.42K
$281K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
197+ 195.05% |
$41.8K - $48.1K
|
298
$58.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
192+ 0.18% |
$40.7K - $46.9K
|
106K
$20.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
190+ 4.84% |
$40.3K - $46.4K
|
4.12K
$813K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
188+ 26.29% |
$39.9K - $45.9K
|
903
$178K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
186+ 2.71% |
$39.5K - $45.4K
|
7.06K
$1.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
179New |
$38K - $43.7K
|
179
$35.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
178+ 14.35% |
$37.8K - $43.5K
|
1.42K
$280K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
177+ 5.15% |
$37.5K - $43.2K
|
3.61K
$713K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
170+ 0.91% |
$36.1K - $41.5K
|
19K
$3.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
166+ 1.23% |
$35.2K - $40.5K
|
13.6K
$2.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
161+ 10.9% |
$34.1K - $39.3K
|
1.64K
$323K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
160+ 8.7% |
$33.9K - $39.1K
|
2K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
BUY
|
- |
156+ 1.36% |
$33.1K - $38.1K
|
11.6K
$2.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
155+ 8.51% |
$32.9K - $37.9K
|
1.98K
$390K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
155+ 6.67% |
$32.9K - $37.9K
|
2.48K
$490K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
151+ 2.63% |
$32K - $36.9K
|
5.9K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
150+ 6.54% |
$31.8K - $36.6K
|
2.44K
$482K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
149+ 10.34% |
$31.6K - $36.4K
|
1.59K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
148+ 2.58% |
$31.4K - $36.2K
|
5.88K
$1.16M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
148New |
$31.4K - $36.2K
|
148
$29.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
147+ 16.52% |
$31.2K - $35.9K
|
1.04K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
146+ 15.42% |
$31K - $35.7K
|
1.09K
$216K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
145+ 690.48% |
$30.8K - $35.4K
|
166
$32.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
143+ 13.07% |
$30.3K - $34.9K
|
1.24K
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
138+ 16.22% |
$29.3K - $33.7K
|
989
$195K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
135+ 10.82% |
$28.6K - $33K
|
1.38K
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
134+ 9.88% |
$28.4K - $32.7K
|
1.49K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
134New |
$28.4K - $32.7K
|
134
$26.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
133+ 0.91% |
$28.2K - $32.5K
|
14.7K
$2.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
132+ 9.44% |
$28K - $32.2K
|
1.53K
$302K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
132+ 3.23% |
$28K - $32.2K
|
4.21K
$832K
|