Latest Institutional Transactions on Marsh & Mclennan Companies, Inc. (MMC)
This table provides information on the latest institutional transactions involving Marsh & Mclennan Companies, Inc. (MMC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.59K- 7.05% |
$311K - $345K
|
20.9K
$3.78M
|
|
|
Dec 16, 2025
Q3 2025
|
Lindenwold Advisors
|
BUY
|
- |
62+ 0.42% |
$12.2K - $13.5K
|
15K
$2.71M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-479- 19.62% |
$94K - $104K
|
1.96K
$355K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 3.05% |
$137K - $152K
|
22.2K
$4.02M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
73+ 1.06% |
$14.3K - $15.9K
|
6.98K
$1.26M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
481+ 10.34% |
$94.3K - $105K
|
5.13K
$929K
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-235- 8.69% |
$46.1K - $51.2K
|
2.47K
$447K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
150New |
$29.4K - $32.7K
|
150
$27.1K
|
|
|
Nov 24, 2025
Q3 2025
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-74- 2.7% |
$14.5K - $16.1K
|
2.67K
$482K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.6% |
$196 - $218
|
167
$30.2K
|
|
|
Nov 21, 2025
Q3 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
1.22K+ 4.23% |
$239K - $265K
|
30K
$5.42M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 2.04% |
$785 - $871
|
192
$34.7K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-56.2K- 43.09% |
$11M - $12.2M
|
74.2K
$13.4M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.12K+ 6.72% |
$613K - $681K
|
49.6K
$8.97M
|
|
|
Nov 20, 2025
Q3 2025
|
Mayport, LLC
|
BUY
|
- |
1+ 0.06% |
$196 - $218
|
1.77K
$321K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-243- 19.15% |
$47.7K - $52.9K
|
1.03K
$186K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.33K- 32.78% |
$653K - $725K
|
6.82K
$1.23M
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
4.88KNew |
$958K - $1.06M
|
4.88K
$883K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
465+ 156.04% |
$91.2K - $101K
|
763
$138K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-423- 4.38% |
$83K - $92.1K
|
9.24K
$1.67M
|
|
|
Nov 19, 2025
Q3 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
4.16K+ 2.07% |
$816K - $906K
|
205K
$37.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-755- 5.56% |
$148K - $164K
|
12.8K
$2.32M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.91K- 5.65% |
$570K - $633K
|
48.6K
$8.78M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
391+ 14.01% |
$76.7K - $85.2K
|
3.18K
$576K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-93- 78.81% |
$18.2K - $20.3K
|
25
$4.52K
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
BUY
|
- |
95+ 1.74% |
$18.6K - $20.7K
|
5.55K
$1M
|
|
|
Nov 19, 2025
Q3 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-149- 0.44% |
$29.2K - $32.5K
|
33.6K
$6.08M
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
27.7K+ 5.22% |
$5.43M - $6.03M
|
558K
$101M
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 0.95% |
$785 - $871
|
427
$77.2K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.11K- 12.82% |
$218K - $242K
|
7.54K
$1.36M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-36- 0.85% |
$7.06K - $7.84K
|
4.18K
$756K
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
637+ 10.64% |
$125K - $139K
|
6.62K
$1.2M
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
58.4KNew |
$11.5M - $12.7M
|
58.4K
$10.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
210K+ 17.71% |
$41.2M - $45.8M
|
1.4M
$253M
|
|
|
Nov 17, 2025
Q3 2025
|
Caxton Associates LLP
London, |
SELL
|
- |
-422- 22.76% |
$82.8K - $91.9K
|
1.43K
$259K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
91New |
$17.8K - $19.8K
|
91
$16.5K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1- 0.04% |
$196 - $218
|
2.82K
$510K
|
|
|
Nov 17, 2025
Q3 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-3.56K- 56.21% |
$698K - $776K
|
2.77K
$502K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
208+ 1.84% |
$40.8K - $45.3K
|
11.5K
$2.08M
|
|
|
Nov 17, 2025
Q3 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
48+ 4.39% |
$9.42K - $10.5K
|
1.14K
$206K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
8.59K+ 7.65% |
$1.68M - $1.87M
|
121K
$21.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6.8KNew |
$1.33M - $1.48M
|
6.8K
$1.23M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-286- 1.77% |
$56.1K - $62.3K
|
15.9K
$2.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-5.18K- 48.33% |
$1.02M - $1.13M
|
5.53K
$1M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-745- 5.29% |
$146K - $162K
|
13.3K
$2.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.79K- 14.18% |
$352K - $390K
|
10.8K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
58+ 2.58% |
$11.4K - $12.6K
|
2.31K
$418K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-8.56K- 21.83% |
$1.68M - $1.87M
|
30.7K
$5.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.7K+ 9.8% |
$2.11M - $2.34M
|
120K
$21.7M
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-4.31K- 1.58% |
$846K - $939K
|
268K
$48.5M
|
|