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 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-375- 1.24% |
$79.5K - $91.6K
|
29.8K
$6.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-381- 1.67% |
$80.8K - $93.1K
|
22.4K
$4.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-382- 10.11% |
$81K - $93.3K
|
3.4K
$707K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 1.52% |
$84.8K - $97.7K
|
26K
$5.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-428- 16.54% |
$90.8K - $105K
|
2.16K
$450K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-456- 6.26% |
$96.7K - $111K
|
6.83K
$1.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-468- 0.71% |
$99.3K - $114K
|
65.7K
$13.7M
|
|
|
Jul 17, 2025
Q2 2025
|
James Hambro & Partners
|
SELL
|
- |
-485- 17.25% |
$103K - $118K
|
2.33K
$485K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-524- 2.12% |
$111K - $128K
|
24.2K
$5.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-576- 7.7% |
$122K - $141K
|
6.9K
$1.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-604- 25.61% |
$128K - $148K
|
1.75K
$365K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-616- 0.91% |
$131K - $150K
|
67.4K
$14M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-620- 9.82% |
$132K - $151K
|
5.69K
$1.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-656- 9.71% |
$139K - $160K
|
6.1K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-677- 3.15% |
$144K - $165K
|
20.8K
$4.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-710- 63.96% |
$151K - $173K
|
400
$83.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-762- 50.73% |
$162K - $186K
|
740
$154K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-820- 2.48% |
$174K - $200K
|
32.3K
$6.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-848- 45.89% |
$180K - $207K
|
1K
$208K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-921- 12.83% |
$195K - $225K
|
6.26K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-958- 28.66% |
$203K - $234K
|
2.39K
$497K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-977- 4.62% |
$207K - $239K
|
20.2K
$4.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1K- 1.27% |
$213K - $245K
|
78K
$16.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.05K- 4.17% |
$222K - $256K
|
24.1K
$5.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.09K- 22.97% |
$232K - $267K
|
3.67K
$764K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.09K- 37.11% |
$232K - $267K
|
1.85K
$386K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.2K- 0.89% |
$254K - $292K
|
133K
$27.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.21K- 11.29% |
$257K - $296K
|
9.51K
$1.98M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.26K- 19.1% |
$267K - $308K
|
5.34K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.36K- 6.26% |
$288K - $331K
|
20.3K
$4.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.38K- 2.86% |
$294K - $338K
|
47K
$9.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.48K- 5.86% |
$315K - $362K
|
23.8K
$4.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.49K- 2.45% |
$315K - $363K
|
59.1K
$12.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.5K- 28.31% |
$318K - $367K
|
3.8K
$792K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.58K- 25.06% |
$336K - $387K
|
4.74K
$987K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.72K- 10.84% |
$364K - $419K
|
14.1K
$2.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.06K- 23.58% |
$438K - $504K
|
6.69K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.16K- 8.47% |
$458K - $528K
|
23.3K
$4.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.18K- 41.24% |
$462K - $532K
|
3.1K
$646K
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-2.34K- 82.67% |
$496K - $571K
|
490
$102K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.52K- 1.64% |
$535K - $616K
|
151K
$31.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-2.7K- 33.01% |
$573K - $660K
|
5.48K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.76K- 11.26% |
$585K - $673K
|
21.7K
$4.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.86K- 6.03% |
$607K - $699K
|
44.6K
$9.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-3K- 54.55% |
$636K - $733K
|
2.5K
$521K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-3.48K- 13.32% |
$739K - $851K
|
22.7K
$4.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.55K- 51.33% |
$753K - $867K
|
3.36K
$701K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.62K- 1.56% |
$767K - $884K
|
228K
$47.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-4K- 6.57% |
$849K - $977K
|
56.9K
$11.8M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-5.8K- 36.96% |
$1.23M - $1.42M
|
9.89K
$2.06M
|