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 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-201- 27.09% |
$42.6K - $49.1K
|
541
$107K
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-204- 5.17% |
$43.3K - $49.8K
|
3.74K
$738K
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-206- 18.8% |
$43.7K - $50.3K
|
890
$176K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-208- 0.2% |
$44.1K - $50.8K
|
105K
$20.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-209- 0.62% |
$44.3K - $51.1K
|
33.8K
$6.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-210- 0.85% |
$44.5K - $51.3K
|
24.6K
$4.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-210Closed |
$44.5K - $51.3K
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-213- 5.08% |
$45.2K - $52K
|
3.98K
$786K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-216- 3.06% |
$45.8K - $52.8K
|
6.84K
$1.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-217- 1.26% |
$46K - $53K
|
17K
$3.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-218- 14.99% |
$46.2K - $53.3K
|
1.24K
$244K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-220- 6.4% |
$46.7K - $53.7K
|
3.22K
$635K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-221- 0.85% |
$46.9K - $54K
|
25.8K
$5.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-222- 15.98% |
$47.1K - $54.2K
|
1.17K
$230K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-224- 4.81% |
$47.5K - $54.7K
|
4.43K
$874K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-235- 2.54% |
$49.8K - $57.4K
|
9.01K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-236- 5.55% |
$50.1K - $57.6K
|
4.02K
$793K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-237- 15.29% |
$50.3K - $57.9K
|
1.31K
$259K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-242- 35.07% |
$51.3K - $59.1K
|
448
$88.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-250- 6.89% |
$53K - $61.1K
|
3.38K
$666K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-251- 4.24% |
$53.2K - $61.3K
|
5.67K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-257- 8.68% |
$54.5K - $62.8K
|
2.7K
$534K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-258- 3.44% |
$54.7K - $63K
|
7.24K
$1.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-258- 3.87% |
$54.7K - $63K
|
6.41K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-262- 14.94% |
$55.6K - $64K
|
1.49K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-263- 18.26% |
$55.8K - $64.2K
|
1.18K
$232K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-272- 1.57% |
$57.7K - $66.4K
|
17K
$3.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-275- 2.88% |
$58.3K - $67.2K
|
9.26K
$1.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-275- 1.35% |
$58.3K - $67.2K
|
20.1K
$3.97M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-283- 4.65% |
$60K - $69.1K
|
5.8K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-283- 8.83% |
$60K - $69.1K
|
2.92K
$577K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-292- 6.92% |
$61.9K - $71.3K
|
3.93K
$775K
|
|
|
Aug 13, 2025
Q2 2025
|
Brentview Investment Management LLC
Northfield, IL |
SELL
|
- |
-293- 1.63% |
$62.1K - $71.6K
|
17.7K
$3.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-294- 2.19% |
$62.4K - $71.8K
|
13.1K
$2.59M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-298- 98.68% |
$63.2K - $72.8K
|
4
$790
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-300- 12.79% |
$63.6K - $73.3K
|
2.05K
$404K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-300- 2.5% |
$63.6K - $73.3K
|
11.7K
$2.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-303- 0.86% |
$64.3K - $74K
|
35.1K
$6.92M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-304- 2.36% |
$64.5K - $74.3K
|
12.6K
$2.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-306- 4.42% |
$64.9K - $74.7K
|
6.62K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-311- 1.0% |
$66K - $76K
|
30.7K
$6.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-311- 13.27% |
$66K - $76K
|
2.03K
$401K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-312- 6.54% |
$66.2K - $76.2K
|
4.46K
$880K
|
|
|
Jul 21, 2025
Q2 2025
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-315- 0.16% |
$66.8K - $76.9K
|
200K
$39.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-320- 3.12% |
$67.9K - $78.2K
|
9.93K
$1.96M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-334- 3.2% |
$70.8K - $81.6K
|
10.1K
$1.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-340- 1.03% |
$72.1K - $83.1K
|
32.6K
$6.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-343- 0.7% |
$72.8K - $83.8K
|
48.4K
$9.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-347- 0.43% |
$73.6K - $84.8K
|
81.2K
$16M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-348- 2.79% |
$73.8K - $85K
|
12.1K
$2.4M
|