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 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.09KNew |
$443K - $510K
|
2.09K
$412K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.06KNew |
$437K - $503K
|
2.06K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2KNew |
$425K - $490K
|
2K
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.99K+ 2.92% |
$421K - $485K
|
70.2K
$13.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.96K+ 3.95% |
$416K - $479K
|
51.6K
$10.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.89K+ 58.87% |
$402K - $463K
|
5.11K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
1.85KNew |
$393K - $453K
|
1.85K
$366K
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
1.85KNew |
$393K - $452K
|
1.85K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.84K+ 4.65% |
$390K - $449K
|
41.4K
$8.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
1.8KNew |
$382K - $440K
|
1.8K
$356K
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
BUY
|
- |
1.8K+ 8.18% |
$382K - $440K
|
23.8K
$4.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.8KNew |
$381K - $439K
|
1.8K
$355K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.79KNew |
$379K - $437K
|
1.79K
$353K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.78K+ 2.76% |
$378K - $436K
|
66.5K
$13.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.78KNew |
$377K - $434K
|
1.78K
$351K
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.77K+ 112.73% |
$376K - $433K
|
3.34K
$660K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
1.69K+ 29.58% |
$359K - $413K
|
7.41K
$1.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.69KNew |
$357K - $412K
|
1.69K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.67KNew |
$354K - $407K
|
1.67K
$329K
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.66K+ 129.33% |
$352K - $405K
|
2.94K
$580K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.65K+ 14.82% |
$350K - $403K
|
12.8K
$2.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.61K+ 6.92% |
$341K - $392K
|
24.8K
$4.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.6K+ 663.9% |
$339K - $391K
|
1.84K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.5K+ 42.86% |
$318K - $366K
|
5K
$987K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.48KNew |
$313K - $361K
|
1.48K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.46K+ 30.4% |
$310K - $357K
|
6.27K
$1.24M
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
1.46KNew |
$309K - $356K
|
1.46K
$287K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.44K+ 1.36% |
$306K - $353K
|
108K
$21.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.43K+ 44.06% |
$304K - $350K
|
4.69K
$926K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.43K+ 41.41% |
$303K - $349K
|
4.88K
$963K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.41K+ 9.1% |
$300K - $345K
|
16.9K
$3.34M
|
|
|
Aug 14, 2025
Q2 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
1.41K+ 0.47% |
$299K - $344K
|
302K
$59.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
1.35K+ 1.69% |
$286K - $329K
|
81.2K
$16M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.33K+ 20.71% |
$282K - $325K
|
7.75K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
1.33K+ 8.02% |
$281K - $324K
|
17.9K
$3.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
1.32K+ 20.66% |
$280K - $322K
|
7.7K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.31K+ 58.66% |
$279K - $321K
|
3.55K
$702K
|
|
|
Aug 08, 2025
Q2 2025
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
1.3KNew |
$276K - $318K
|
1.3K
$257K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.3K+ 6.25% |
$275K - $316K
|
22K
$4.35M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
1.29KNew |
$274K - $316K
|
1.29K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.28K+ 37.69% |
$272K - $313K
|
4.69K
$925K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.25K+ 9.54% |
$266K - $306K
|
14.4K
$2.84M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.25K+ 1.72% |
$264K - $304K
|
73.8K
$14.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.24K+ 18.46% |
$263K - $303K
|
7.96K
$1.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.24KNew |
$263K - $302K
|
1.24K
$244K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.23K+ 9.94% |
$261K - $300K
|
13.6K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.23K+ 0.23% |
$260K - $299K
|
530K
$105M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.22K+ 21.68% |
$259K - $299K
|
6.87K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.2KNew |
$255K - $293K
|
1.2K
$237K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.2K+ 5.14% |
$253K - $292K
|
24.5K
$4.83M
|