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Marsh & McLennan
MMC

Overview Fund Activity

1,576 hedge funds and large institutions have $96.6B invested in Marsh & McLennan in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 609 increasing their positions, 581 reducing their positions, and 123 closing their positions.

Holders
1,576
Holders Change
-29
Holders Change %
-1.81%
% of All Funds
21.16%
Holding in Top 10
19
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-47.22%
% of All Funds
0.26%
New
126
Increased
609
Reduced
581
Closed
123
Calls
$129M
Puts
$70.7M
Net Calls
+$58M
Net Calls Change
+$43.6M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.33B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.14B
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$500M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.2B
5
Amundi
5
Amundi
France
$615M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.38B
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$111M
3
Ameriprise
3
Ameriprise
Minnesota
$1.49B
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.91M
5
AIM
5
Alphinity Investment Management
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CC
276
Cadinha & Co
Hawaii
$18.1M 82,727 +82,727 New
MAM
277
Martingale Asset Management
Massachusetts
$18M 82,254 -993 -1%
WAS
278
Wesleyan Assurance Society
United Kingdom
$17.9M 81,926 – –
URS
279
Utah Retirement Systems
Utah
$17.8M 81,210 -347 -0.4%
UIM
280
USS Investment Management
United Kingdom
$17.8M 81,192 +1,347 +2%
AA
281
ALPS Advisors
Colorado
$17.8M 81,201 -405 -0.5%
GC
282
Guggenheim Capital
Illinois
$17.7M 80,937 +6,131 +8%
Rockefeller Capital Management
283
Rockefeller Capital Management
New York
$17.6M 78,665 +14,211 +22%
FMI
284
Factory Mutual Insurance
Massachusetts
$17.4M 79,400 – –
OAM
285
Oppenheimer Asset Management
New York
$17.3M 79,089 -1,578 -2%
AI
286
Atria Investments
North Carolina
$17.1M 78,073 -5,044 -6%
SWM
287
Segment Wealth Management
Texas
$17.1M 78,036 -1,003 -1%
OPCM
288
Osborne Partners Capital Management
California
$17M 77,560 -3,502 -4%
BCIM
289
British Columbia Investment Management
British Columbia, Canada
$17M 77,530 -16,398 -17%
TC
290
TwinBeech Capital
New York
$16.7M 76,513 +76,513 New
PFSRSONJ
291
Police & Firemen's Retirement System of New Jersey
New Jersey
$16.4M 74,976 +3,390 +5%
Daiwa Securities Group
292
Daiwa Securities Group
Japan
$16.3M 74,523 +3,951 +6%
NYLIM
293
New York Life Investment Management
New York
$16.1M 73,780 +1,246 +2%
AAS
294
Annex Advisory Services
Wisconsin
$16.1M 73,440 +10,140 +16%
NPT
295
Nixon Peabody Trust
Massachusetts
$16M 73,171 -873 -1%
BIM
296
Bridges Investment Management
Nebraska
$16M 73,019 -2,255 -3%
Kovitz Investment Group Partners
297
Kovitz Investment Group Partners
Illinois
$15.9M 72,768 -8,376 -10%
WTB
298
Washington Trust Bank
Washington
$15.9M 72,513 +4,924 +7%
SOADOR
299
State of Alaska Department of Revenue
Alaska
$15.8M 72,460 +7,985 +12%
ROC
300
Running Oak Capital
Minnesota
$15.8M 72,442 +5,803 +9%
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