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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
686+ 19.1% |
$135K - $149K
|
4.28K
$774K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
683+ 35.22% |
$134K - $149K
|
2.62K
$474K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
666+ 22.8% |
$131K - $145K
|
3.59K
$649K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
663+ 0.51% |
$130K - $144K
|
130K
$23.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
659+ 67.59% |
$129K - $144K
|
1.63K
$296K
|
|
|
Oct 30, 2025
Q3 2025
|
Jlb & Associates Inc
|
BUY
|
- |
648+ 1.14% |
$127K - $141K
|
57.5K
$10.4M
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
637+ 10.64% |
$125K - $139K
|
6.62K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
635+ 15.81% |
$125K - $138K
|
4.65K
$841K
|
|
|
Nov 14, 2025
Q3 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
630+ 1.03% |
$124K - $137K
|
61.6K
$11.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
625New |
$123K - $136K
|
625
$113K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
623New |
$122K - $136K
|
623
$113K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
621+ 2.59% |
$122K - $135K
|
24.6K
$4.45M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
613+ 1.17% |
$120K - $134K
|
52.8K
$9.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
604+ 3.41% |
$118K - $132K
|
18.3K
$3.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
596+ 9.72% |
$117K - $130K
|
6.73K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
577+ 6.13% |
$113K - $126K
|
9.98K
$1.81M
|
|
|
Nov 12, 2025
Q3 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
570+ 5.77% |
$112K - $124K
|
10.5K
$1.89M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
554+ 5.48% |
$109K - $121K
|
10.7K
$1.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
553+ 5.06% |
$108K - $120K
|
11.5K
$2.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
550+ 6.52% |
$108K - $120K
|
8.99K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
550+ 34.88% |
$108K - $120K
|
2.13K
$385K
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
548+ 2.52% |
$107K - $119K
|
22.3K
$4.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
548New |
$107K - $119K
|
548
$99.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
544+ 2.11% |
$107K - $118K
|
26.4K
$4.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
530+ 54.64% |
$104K - $115K
|
1.5K
$271K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
517+ 17.31% |
$101K - $113K
|
3.5K
$634K
|
|
|
Nov 13, 2025
Q3 2025
|
Clear Street Markets LLC
|
BUY
|
- |
515+ 155.12% |
$101K - $112K
|
847
$153K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
514+ 2.23% |
$101K - $112K
|
23.6K
$4.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
510+ 43.59% |
$100K - $111K
|
1.68K
$304K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
501+ 12.48% |
$98.3K - $109K
|
4.52K
$817K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
500+ 27.62% |
$98.1K - $109K
|
2.31K
$418K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
498+ 15.47% |
$97.7K - $108K
|
3.72K
$672K
|
|
|
Nov 13, 2025
Q3 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
497+ 45.39% |
$97.5K - $108K
|
1.59K
$288K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
488+ 1.73% |
$95.7K - $106K
|
28.7K
$5.2M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
481+ 10.34% |
$94.3K - $105K
|
5.13K
$929K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
467+ 108.86% |
$91.6K - $102K
|
896
$162K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
465+ 156.04% |
$91.2K - $101K
|
763
$138K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
460+ 1243.24% |
$90.2K - $100K
|
497
$89.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
449+ 6.79% |
$88.1K - $97.8K
|
7.07K
$1.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
435+ 17.54% |
$85.3K - $94.8K
|
2.92K
$527K
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
433+ 21.61% |
$84.9K - $94.3K
|
2.44K
$441K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
432+ 0.28% |
$84.7K - $94.1K
|
157K
$28.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
432New |
$84.7K - $94.1K
|
432
$78.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
420+ 39.89% |
$82.4K - $91.5K
|
1.47K
$266K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
420+ 25.83% |
$82.4K - $91.5K
|
2.05K
$370K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
410+ 12.81% |
$80.4K - $89.3K
|
3.61K
$653K
|
|
|
Nov 12, 2025
Q3 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
399+ 7.08% |
$78.3K - $86.9K
|
6.03K
$1.09M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
391+ 14.01% |
$76.7K - $85.2K
|
3.18K
$576K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
387+ 11.46% |
$75.9K - $84.3K
|
3.76K
$681K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
382+ 22.17% |
$74.9K - $83.2K
|
2.11K
$381K
|
|