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 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-354- 2.07% |
$75.1K - $86.5K
|
16.8K
$3.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-360- 0.52% |
$76.4K - $87.9K
|
68.6K
$13.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-366- 3.65% |
$77.6K - $89.4K
|
9.66K
$1.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-371- 5.94% |
$78.7K - $90.6K
|
5.87K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-375- 1.24% |
$79.5K - $91.6K
|
29.8K
$5.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-381- 1.67% |
$80.8K - $93.1K
|
22.4K
$4.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-382- 10.11% |
$81K - $93.3K
|
3.4K
$670K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-382- 9.37% |
$81K - $93.3K
|
3.7K
$729K
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-399- 1.42% |
$84.6K - $97.5K
|
27.7K
$5.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 1.52% |
$84.8K - $97.7K
|
26K
$5.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-400- 10.54% |
$84.8K - $97.7K
|
3.4K
$670K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-401- 4.64% |
$85.1K - $98K
|
8.25K
$1.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-405- 0.5% |
$85.9K - $98.9K
|
81.2K
$16M
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-419- 5.93% |
$88.9K - $102K
|
6.65K
$1.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-423- 3.3% |
$89.7K - $103K
|
12.4K
$2.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-428- 16.54% |
$90.8K - $105K
|
2.16K
$426K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-450- 20.76% |
$95.4K - $110K
|
1.72K
$339K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-456- 6.26% |
$96.7K - $111K
|
6.83K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-468- 0.71% |
$99.3K - $114K
|
65.7K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-469- 24.19% |
$99.5K - $115K
|
1.47K
$290K
|
|
|
Jul 17, 2025
Q2 2025
|
James Hambro & Partners
|
SELL
|
- |
-485- 17.25% |
$103K - $118K
|
2.33K
$459K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-486- 5.87% |
$103K - $119K
|
7.79K
$1.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-505- 8.55% |
$107K - $123K
|
5.4K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-524- 2.12% |
$111K - $128K
|
24.2K
$4.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-533- 35.94% |
$113K - $130K
|
950
$188K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-535- 2.79% |
$113K - $131K
|
18.6K
$3.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-537- 4.08% |
$114K - $131K
|
12.6K
$2.49M
|
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-540- 6.89% |
$115K - $132K
|
7.3K
$1.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-570- 4.13% |
$121K - $139K
|
13.2K
$2.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-576- 7.7% |
$122K - $141K
|
6.9K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-589- 8.44% |
$125K - $144K
|
6.39K
$1.26M
|
|
|
Aug 18, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-595- 17.85% |
$126K - $145K
|
2.74K
$541K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-600- 56.98% |
$127K - $147K
|
453
$89.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-602- 2.08% |
$128K - $147K
|
28.3K
$5.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-604- 25.61% |
$128K - $148K
|
1.75K
$346K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-608- 1.06% |
$129K - $149K
|
56.5K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-608- 15.97% |
$129K - $149K
|
3.2K
$632K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-616- 0.91% |
$131K - $150K
|
67.4K
$13.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-620- 9.82% |
$132K - $151K
|
5.69K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-622- 14.05% |
$132K - $152K
|
3.81K
$751K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-656- 9.71% |
$139K - $160K
|
6.1K
$1.2M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
SELL
|
- |
-666- 9.52% |
$141K - $163K
|
6.33K
$1.25M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-677- 3.15% |
$144K - $165K
|
20.8K
$4.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-684- 1.29% |
$145K - $167K
|
52.2K
$10.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-686- 5.84% |
$146K - $168K
|
11.1K
$2.18M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 0.5% |
$148K - $171K
|
140K
$27.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-710- 63.96% |
$151K - $173K
|
400
$79K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-710- 10.38% |
$151K - $173K
|
6.13K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-727- 1.18% |
$154K - $178K
|
61K
$12M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-734- 30.36% |
$156K - $179K
|
1.68K
$332K
|