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 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-677- 3.15% |
$144K - $165K
|
20.8K
$4.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-710- 63.96% |
$151K - $173K
|
400
$84.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-762- 50.73% |
$162K - $186K
|
740
$156K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-820- 2.48% |
$174K - $200K
|
32.3K
$6.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-958- 28.66% |
$203K - $234K
|
2.39K
$502K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-977- 4.62% |
$207K - $239K
|
20.2K
$4.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1K- 1.27% |
$213K - $245K
|
78K
$16.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.09K- 22.97% |
$232K - $267K
|
3.67K
$771K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.09K- 37.11% |
$232K - $267K
|
1.85K
$390K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.2K- 0.89% |
$254K - $292K
|
133K
$28M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.21K- 11.29% |
$257K - $296K
|
9.51K
$2M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.26K- 19.1% |
$267K - $308K
|
5.34K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.36K- 6.26% |
$288K - $331K
|
20.3K
$4.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.38K- 2.86% |
$294K - $338K
|
47K
$9.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.58K- 25.06% |
$336K - $387K
|
4.74K
$996K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.72K- 10.84% |
$364K - $419K
|
14.1K
$2.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.06K- 23.58% |
$438K - $504K
|
6.69K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.16K- 8.47% |
$458K - $528K
|
23.3K
$4.91M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.18K- 41.24% |
$462K - $532K
|
3.1K
$652K
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-3K- 54.55% |
$636K - $733K
|
2.5K
$526K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.62K- 1.56% |
$767K - $884K
|
228K
$47.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-4K- 6.57% |
$849K - $977K
|
56.9K
$12M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-5.8K- 36.96% |
$1.23M - $1.42M
|
9.89K
$2.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.43K- 32.61% |
$1.57M - $1.81M
|
15.3K
$3.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-13.8K- 6.71% |
$2.93M - $3.38M
|
192K
$40.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-14.4K- 12.1% |
$3.06M - $3.52M
|
105K
$22M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-46.2K- 52.53% |
$9.79M - $11.3M
|
41.7K
$8.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-88.9K- 4.5% |
$18.9M - $21.7M
|
1.89M
$397M
|