Latest Institutional Purchases of Marsh & Mclennan Companies, Inc. (MMC)
This list provides information on the latest institutional transactions involving Marsh & Mclennan Companies, Inc. (MMC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.5M+ 9455.37% |
$266M - $311M
|
1.52M
$275M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
414K+ 419.03% |
$73.1M - $85.7M
|
513K
$92.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Scharf Investments, LLC
|
BUY
|
- |
358KNew |
$63.2M - $74.1M
|
358K
$64.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
27.5K+ 19.69% |
$4.85M - $5.69M
|
167K
$30.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
19.8K+ 11.42% |
$3.49M - $4.09M
|
193K
$34.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
17.2K+ 18.44% |
$3.04M - $3.56M
|
110K
$20M
|
|
|
Jan 12, 2026
Q4 2025
|
Viking Fund Management LLC
|
BUY
|
- |
17KNew |
$3M - $3.52M
|
17K
$3.07M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
14.6K+ 524.47% |
$2.57M - $3.02M
|
17.4K
$3.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
9.08KNew |
$1.6M - $1.88M
|
9.08K
$1.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
8.28K+ 0.89% |
$1.46M - $1.71M
|
935K
$169M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
5.89K+ 3.16% |
$1.04M - $1.22M
|
192K
$34.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.8K+ 3.14% |
$848K - $995K
|
158K
$28.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.32K+ 3.46% |
$763K - $894K
|
129K
$23.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.01K+ 66.4% |
$708K - $830K
|
10.1K
$1.82M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.04K+ 164.68% |
$537K - $629K
|
4.89K
$884K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.87K+ 91.52% |
$507K - $594K
|
6.01K
$1.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
2.39K+ 29912.5% |
$423K - $495K
|
2.4K
$434K
|
|
|
Jan 13, 2026
Q4 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
2.3K+ 1.12% |
$405K - $475K
|
208K
$37.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.96KNew |
$346K - $406K
|
1.96K
$354K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.57K+ 7.28% |
$278K - $325K
|
23.2K
$4.19M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.25K+ 37.35% |
$220K - $258K
|
4.59K
$829K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.21K+ 32.97% |
$214K - $251K
|
4.89K
$885K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.18K+ 15.27% |
$207K - $243K
|
8.87K
$1.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
1.15K+ 13.75% |
$204K - $239K
|
9.55K
$1.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.14KNew |
$201K - $236K
|
1.14K
$206K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
889+ 56.77% |
$157K - $184K
|
2.46K
$444K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
656+ 53.77% |
$116K - $136K
|
1.88K
$339K
|
|
|
Jan 12, 2026
Q4 2025
|
Harrington Investments, Inc
|
BUY
|
- |
605+ 2.48% |
$107K - $125K
|
25K
$4.52M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
601+ 11.46% |
$106K - $124K
|
5.85K
$1.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
579+ 10.43% |
$102K - $120K
|
6.13K
$1.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
525+ 19.04% |
$92.7K - $109K
|
3.28K
$594K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
446+ 13.92% |
$78.8K - $92.3K
|
3.65K
$660K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
439+ 11.69% |
$77.5K - $90.9K
|
4.2K
$759K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
406New |
$71.7K - $84.1K
|
406
$73.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
388+ 7.52% |
$68.5K - $80.3K
|
5.55K
$1M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
377+ 11.53% |
$66.6K - $78K
|
3.65K
$660K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
339+ 48.43% |
$59.9K - $70.2K
|
1.04K
$188K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
322+ 14.82% |
$56.9K - $66.7K
|
2.5K
$451K
|
|
|
Jan 08, 2026
Q4 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
305+ 0.83% |
$53.9K - $63.1K
|
37.2K
$6.73M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
305+ 3.55% |
$53.9K - $63.1K
|
8.89K
$1.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
297+ 1.16% |
$52.4K - $61.5K
|
26K
$4.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
281+ 5.31% |
$49.6K - $58.2K
|
5.57K
$1.01M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
255+ 1.9% |
$45K - $52.8K
|
13.7K
$2.47M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
212+ 1927.27% |
$37.4K - $43.9K
|
223
$40.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
199+ 4.19% |
$35.1K - $41.2K
|
4.95K
$896K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
195+ 11.37% |
$34.4K - $40.4K
|
1.91K
$345K
|
|
|
Jan 09, 2026
Q4 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
190+ 0.56% |
$33.6K - $39.3K
|
34.3K
$6.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
148+ 24.79% |
$26.1K - $30.6K
|
745
$135K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
144+ 2.52% |
$25.4K - $29.8K
|
5.87K
$1.06M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
123+ 7.65% |
$21.7K - $25.5K
|
1.73K
$313K
|
|