Purchases and Sales Made in Q4 2025 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
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 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
351New |
$62K - $72.7K
|
351
$63.5K
|
|
|
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
|
|