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 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-762- 50.73% |
$162K - $186K
|
740
$146K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-777- 34.7% |
$165K - $190K
|
1.46K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-783- 44.54% |
$166K - $191K
|
975
$192K
|
|
|
Aug 05, 2025
Q2 2025
|
Torray LLC
|
SELL
|
- |
-800- 1.13% |
$170K - $195K
|
70K
$13.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-820- 2.48% |
$174K - $200K
|
32.3K
$6.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-848- 45.89% |
$180K - $207K
|
1K
$197K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-858- 14.99% |
$182K - $210K
|
4.87K
$961K
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-873- 1.18% |
$185K - $213K
|
73.2K
$14.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-890- 1.48% |
$189K - $217K
|
59.1K
$11.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-921- 12.83% |
$195K - $225K
|
6.26K
$1.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-924- 4.77% |
$196K - $226K
|
18.4K
$3.64M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-929- 6.48% |
$197K - $227K
|
13.4K
$2.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-958- 28.66% |
$203K - $234K
|
2.39K
$471K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-977- 4.62% |
$207K - $239K
|
20.2K
$3.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-979- 6.11% |
$208K - $239K
|
15K
$2.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-993- 1.19% |
$211K - $243K
|
82.3K
$16.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1K- 1.54% |
$212K - $244K
|
63.9K
$12.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1K- 1.27% |
$213K - $245K
|
78K
$15.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.01K- 9.29% |
$214K - $246K
|
9.85K
$1.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.05K- 4.17% |
$222K - $256K
|
24.1K
$4.76M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-1.07K- 53.12% |
$227K - $262K
|
946
$187K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-1.08K- 12.44% |
$228K - $263K
|
7.58K
$1.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.09K- 22.97% |
$232K - $267K
|
3.67K
$724K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.09K- 37.11% |
$232K - $267K
|
1.85K
$366K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.11K- 4.4% |
$235K - $271K
|
24.1K
$4.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.14K- 5.72% |
$241K - $278K
|
18.7K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.16K- 26.78% |
$247K - $284K
|
3.18K
$628K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.2K- 0.89% |
$254K - $292K
|
133K
$26.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.2K- 1.82% |
$254K - $293K
|
64.5K
$12.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-1.2K- 5.85% |
$255K - $294K
|
19.3K
$3.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.21K- 11.29% |
$257K - $296K
|
9.51K
$1.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.21K- 3.09% |
$257K - $296K
|
38.1K
$7.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.22K- 34.45% |
$259K - $298K
|
2.32K
$458K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.26K- 19.1% |
$267K - $308K
|
5.34K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-1.27K- 14.4% |
$268K - $309K
|
7.52K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.36K- 6.26% |
$288K - $331K
|
20.3K
$4.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.38K- 2.86% |
$294K - $338K
|
47K
$9.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.4K- 41.09% |
$296K - $341K
|
2K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.45K- 7.33% |
$307K - $353K
|
18.3K
$3.61M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.45K- 9.19% |
$307K - $354K
|
14.3K
$2.82M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.45K- 57.2% |
$307K - $354K
|
1.08K
$214K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.48K- 5.86% |
$315K - $362K
|
23.8K
$4.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.49K- 2.45% |
$315K - $363K
|
59.1K
$11.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.5K- 28.31% |
$318K - $367K
|
3.8K
$750K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.58K- 1.96% |
$335K - $385K
|
79.1K
$15.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.58K- 25.06% |
$336K - $387K
|
4.74K
$935K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-1.63K- 19.54% |
$345K - $398K
|
6.71K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.66K- 0.35% |
$353K - $406K
|
477K
$94.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.72K- 10.84% |
$364K - $419K
|
14.1K
$2.79M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.74K- 43.96% |
$369K - $425K
|
2.22K
$438K
|