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 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.75K- 3.88% |
$370K - $426K
|
43.3K
$8.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-1.8K- 7.34% |
$382K - $440K
|
22.7K
$4.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-1.88K- 10.44% |
$399K - $459K
|
16.1K
$3.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.9K- 23.86% |
$402K - $463K
|
6.05K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.92K- 60.68% |
$407K - $469K
|
1.24K
$246K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
SELL
|
- |
-1.99K- 1.36% |
$422K - $486K
|
144K
$28.4M
|
|
|
Aug 12, 2025
Q2 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-2K- 45.45% |
$424K - $489K
|
2.4K
$474K
|
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
SELL
|
- |
-2.02K- 99.02% |
$428K - $493K
|
20
$3.95K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.06K- 23.58% |
$438K - $504K
|
6.69K
$1.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-2.06K- 6.3% |
$438K - $504K
|
30.7K
$6.06M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.07K- 6.15% |
$439K - $506K
|
31.6K
$6.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.08K- 17.45% |
$441K - $508K
|
9.84K
$1.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-2.1K- 0.69% |
$445K - $513K
|
302K
$59.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-2.15K- 22.08% |
$456K - $525K
|
7.59K
$1.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.16K- 8.47% |
$458K - $528K
|
23.3K
$4.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.18K- 41.24% |
$462K - $532K
|
3.1K
$612K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.2K- 11.15% |
$467K - $538K
|
17.5K
$3.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.21K- 1.01% |
$468K - $539K
|
216K
$42.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-2.23K- 2.25% |
$473K - $545K
|
96.8K
$19.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.26K- 3.0% |
$478K - $551K
|
73K
$14.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Ycg, LLC
|
SELL
|
- |
-2.31K- 1.06% |
$490K - $564K
|
216K
$42.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.31K- 1.77% |
$491K - $565K
|
128K
$25.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-2.32K- 2.57% |
$492K - $567K
|
87.9K
$17.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-2.34K- 82.67% |
$496K - $571K
|
490
$96.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.35K- 0.44% |
$499K - $575K
|
537K
$106M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.52K- 7.35% |
$533K - $614K
|
31.7K
$6.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.52K- 1.64% |
$535K - $616K
|
151K
$29.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.57K- 0.82% |
$545K - $628K
|
312K
$61.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.6K- 16.12% |
$551K - $634K
|
13.5K
$2.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
SELL
|
- |
-2.64K- 73.01% |
$560K - $644K
|
975
$192K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-2.69K- 0.78% |
$570K - $656K
|
342K
$67.5M
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.69K- 0.43% |
$571K - $657K
|
626K
$124M
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-2.7K- 33.01% |
$573K - $660K
|
5.48K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.76K- 11.26% |
$585K - $673K
|
21.7K
$4.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.86K- 6.03% |
$607K - $699K
|
44.6K
$8.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.91K- 10.37% |
$616K - $710K
|
25.1K
$4.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-3K- 54.55% |
$636K - $733K
|
2.5K
$494K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.15K- 3.23% |
$667K - $769K
|
94.4K
$18.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-3.17K- 64.4% |
$673K - $775K
|
1.75K
$346K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-3.22K- 20.32% |
$683K - $787K
|
12.6K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.24K- 0.7% |
$687K - $791K
|
458K
$90.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.28K- 3.35% |
$697K - $802K
|
94.7K
$18.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-3.29K- 1.3% |
$697K - $802K
|
249K
$49.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-3.48K- 13.32% |
$739K - $851K
|
22.7K
$4.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-3.5K- 4.32% |
$743K - $855K
|
77.6K
$15.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.55K- 51.33% |
$753K - $867K
|
3.36K
$664K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.62K- 1.56% |
$767K - $884K
|
228K
$45M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.64K- 1.73% |
$771K - $888K
|
206K
$40.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-3.71K- 88.85% |
$786K - $905K
|
465
$91.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.76K- 14.98% |
$797K - $917K
|
21.3K
$4.21M
|