Fund shareholders of Marsh & McLennan Cos Inc
ISIN US5717481023 · United States · LEI 549300XMP3KDCKJXIU47
- Fund shareholders
- 983
- Of which ETFs
- 258 725 other funds
- Value held
- ≈ 35B $ 34.5B $ · 4.2B SEK · 33.8M €
983 funds hold this company. This table lists the 981 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 292,066 | 55.4M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 286,788 | 45.9M $ | 0.11 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 286,589 | 54.4M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 281,709 | 47M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| JPMorgan Value Advantage Fund JPMorgan Trust I | 278,292 | 46.4M $ | 0.54 % | as of Jun 30, 2026 ↗ |
| ClearBridge Value Fund Legg Mason Global Asset Management Trust | 275,000 | 52.2M $ | 1.22 % | as of Jul 31, 2026 ↗ |
| Nomura Value Fund Delaware Group Equity Funds II | 274,400 | 43.9M $ | 2.49 % | as of May 29, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 272,662 | 43.6M $ | 0.20 % | as of May 31, 2026 ↗ |
| LORD ABBETT AFFILIATED FUND INC LORD ABBETT AFFILIATED FUND INC | 269,056 | 51M $ | 0.75 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 262,268 | 49.7M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 260,959 | 43.5M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 257,860 | 43M $ | 0.23 % | as of Jun 30, 2026 ↗ |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 252,000 | 40.3M $ | 0.14 % | as of May 31, 2026 ↗ |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 244,068 | 39M $ | 0.25 % | as of May 31, 2026 ↗ |
| HARTFORD DIVIDEND AND GROWTH HLS FUND HARTFORD SERIES FUND INC | 242,306 | 40.4M $ | 1.17 % | as of Jun 30, 2026 ↗ |
| College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund | 235,146 | 39.2M $ | 0.18 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 230,436 | 38.4M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| MFS Value Portfolio Brighthouse Funds Trust II | 223,503 | 37.3M $ | 1.44 % | as of Jun 30, 2026 ↗ |
| ClearBridge Large Cap Value Fund Legg Mason Partners Investment Trust | 218,612 | 41.5M $ | 1.71 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 214,645 | 35.8M $ | 1.90 % | as of Jun 30, 2026 ↗ |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 213,760 | 35.6M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. | 206,043 | 39.1M $ | 0.23 % | as of Jul 31, 2026 ↗ |
| Brown Advisory - Beutel Goodman Large-Cap Value Fund Brown Advisory Funds | 204,767 | 34.1M $ | 3.88 % | as of Jun 30, 2026 ↗ |
| Invesco Dividend Income Fund AIM Sector Funds (Invesco Sector Funds) | 198,421 | 37.6M $ | 0.98 % | as of Jul 31, 2026 ↗ |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 195,747 | 32.6M $ | 0.41 % | as of Jun 30, 2026 ↗ |
| LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 195,294 | 32.5M $ | 1.43 % | as of Jun 30, 2026 ↗ |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 190,560 | 36.1M $ | 0.25 % | as of Jul 31, 2026 ↗ |
| Fidelity Value Discovery Fund Fidelity Puritan Trust | 186,400 | 35.4M $ | 0.85 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 183,655 | 34.8M $ | 0.09 % | as of Jul 31, 2026 ↗ |
| AQR Long-Short Equity Fund AQR Funds | 181,895 | 30.3M $ | 0.39 % | as of Jun 30, 2026 ↗ |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 179,219 | 29.9M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| MFS Value Series MFS VARIABLE INSURANCE TRUST | 178,327 | 29.7M $ | 1.45 % | as of Jun 30, 2026 ↗ |
| State Street U.S. Core Equity Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 178,325 | 29.7M $ | 0.72 % | as of Jun 30, 2026 ↗ |
| Invesco Rising Dividends Fund AIM Equity Funds (Invesco Equity Funds) | 177,334 | 33.6M $ | 0.97 % | as of Jul 31, 2026 ↗ |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 176,422 | 33.5M $ | 0.25 % | as of Jul 31, 2026 ↗ |
| Fidelity Growth and Income Portfolio Fidelity Securities Fund | 173,336 | 32.9M $ | 0.22 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 168,451 | 26.9M $ | 0.11 % | as of May 31, 2026 ↗ |
| Columbia Intrinsic Value Fund Columbia Funds Series Trust II | 167,824 | 26.8M $ | 0.78 % | as of May 31, 2026 ↗ |
| Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds | 166,793 | 31.6M $ | 0.54 % | as of Jul 31, 2026 ↗ |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 166,340 | 31.6M $ | 0.38 % | as of Jul 31, 2026 ↗ |
| THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC | 166,142 | 31.5M $ | 0.52 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 162,816 | 30.9M $ | 0.25 % | as of Jul 31, 2026 ↗ |
| HARTFORD STOCK HLS FUND HARTFORD SERIES FUND INC | 157,970 | 26.3M $ | 2.23 % | as of Jun 30, 2026 ↗ |
| EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 157,779 | 26.3M $ | 1.05 % | as of Jun 30, 2026 ↗ |
| MFS Massachusetts Investors Growth Stock Fund MFS Massachusetts Investors Growth Stock Fund | 154,816 | 24.8M $ | 0.27 % | as of May 31, 2026 ↗ |
| VANGUARD GLOBAL WELLINGTON FUND VANGUARD WORLD FUND | 154,030 | 24.6M $ | 0.78 % | as of May 31, 2026 ↗ |
| iShares MSCI ACWI ETF iShares Trust | 153,883 | 29.2M $ | 0.09 % | as of Jul 31, 2026 ↗ |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 153,283 | 29.1M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Select Insurance Portfolio Fidelity Select Portfolios | 152,500 | 24.4M $ | 4.24 % | as of May 31, 2026 ↗ |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 152,080 | 25.3M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Distillate U.S. Fundamental Stability & Value ETF ETF Series Solutions | 148,026 | 24.7M $ | 1.16 % | as of Jun 30, 2026 ↗ |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 147,665 | 24.6M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 146,396 | 27.8M $ | 0.48 % | as of Jul 31, 2026 ↗ |
| iShares ESG Aware MSCI USA ETF iShares Trust | 144,707 | 23.1M $ | 0.13 % | as of May 31, 2026 ↗ |
| PACE Large Co Value Equity Investments PACE SELECT ADVISORS TRUST | 143,814 | 27.3M $ | 3.41 % | as of Jul 31, 2026 ↗ |
| Stock Index Fund Northern Funds | 143,058 | 23.8M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| First Trust Growth Strength ETF First Trust Exchange-Traded Fund | 141,177 | 23.5M $ | 1.88 % | as of Jun 30, 2026 ↗ |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 140,872 | 26.7M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 137,666 | 26.1M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 136,878 | 22.8M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND VANGUARD WHITEHALL FUNDS | 136,613 | 25.9M $ | 2.29 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 135,144 | 25.6M $ | 0.12 % | as of Jul 31, 2026 ↗ |
| DAVENPORT VALUE & INCOME FUND Williamsburg Investment Trust | 133,620 | 22.3M $ | 2.18 % | as of Jun 30, 2026 ↗ |
| Horizon Kinetics Inflation Beneficiaries ETF Listed Funds Trust | 131,968 | 22M $ | 1.49 % | as of Jun 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 129,387 | 21.6M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 129,269 | 24.5M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 126,538 | 24M $ | 1.01 % | as of Jul 31, 2026 ↗ |
| Blue Chip Growth Fund John Hancock Funds II | 123,285 | 19.7M $ | 0.33 % | as of May 31, 2026 ↗ |
| Capital Group Global Equity ETF Capital Group Global Equity ETF | 119,248 | 19.1M $ | 0.68 % | as of May 31, 2026 ↗ |
| Nuveen ESG Large-Cap Value ETF NuShares ETF Trust | 115,847 | 22M $ | 1.00 % | as of Jul 31, 2026 ↗ |
| Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II | 113,090 | 18.1M $ | 7.47 % | as of May 31, 2026 ↗ |
| Victory 500 Index Fund Victory Portfolios III | 112,819 | 21.4M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 111,270 | 17.8M $ | 0.27 % | as of May 31, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 109,844 | 17.6M $ | 0.13 % | as of May 31, 2026 ↗ |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 107,989 | 18M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 107,031 | 20.3M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| ALPS | OShares U.S. Quality Dividend ETF ALPS ETF TRUST | 106,364 | 17M $ | 2.29 % | as of May 31, 2026 ↗ |
| iShares Global 100 ETF iShares Trust | 103,551 | 17.3M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| JPMorgan Equity Index Fund JPMorgan Trust II | 102,372 | 17.1M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Sterling Capital Equity Income Fund Sterling Capital Funds | 101,921 | 17M $ | 2.93 % | as of Jun 30, 2026 ↗ |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 100,631 | 19.1M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 100,489 | 19.1M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| American Century Focused Large Cap Value ETF American Century ETF Trust | 99,394 | 15.9M $ | 4.51 % | as of May 31, 2026 ↗ |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 99,300 | 18.8M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Handelsbanken Global Index Criteria Handelsbanken Fonder AB | 99,262 | 164M SEK | 0.11 % | as of Mar 31, 2026 ↗ |
| LVIP State Street S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 99,169 | 16.5M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| PSF PGIM Jennison Value Portfolio Prudential Series Fund | 98,599 | 16.4M $ | 0.71 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | 98,589 | 16.4M $ | 0.40 % | as of Jun 30, 2026 ↗ |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 98,585 | 16.4M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| 500 Index Trust John Hancock Variable Insurance Trust | 98,353 | 16.4M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| iShares MSCI Global Min Vol Factor ETF iShares, Inc. | 98,302 | 15.7M $ | 0.48 % | as of May 31, 2026 ↗ |
| YCG Enhanced Fund YCG Mutual Funds | 98,033 | 15.7M $ | 3.10 % | as of May 31, 2026 ↗ |
| VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 97,362 | 15.6M $ | 0.14 % | as of May 31, 2026 ↗ |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 96,750 | 18.4M $ | 0.40 % | as of Jul 31, 2026 ↗ |
| Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB | 96,655 | 159.7M SEK | 0.13 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 96,206 | 16M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 95,385 | 18.1M $ | 0.46 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 95,163 | 15.2M $ | 0.03 % | as of May 31, 2026 ↗ |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | 95,140 | 15.9M $ | 0.19 % | as of Jun 30, 2026 ↗ |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 94,936 | 18M $ | 0.77 % | as of Jul 31, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight in fund | |
|---|---|---|
| Edmond de Rothschild Fund - Human Capital Edmond de Rothschild Asset Management (Luxembourg) | 2.79 % | as of Mar 31, 2026 ↗ |
| Amundi Dynamique Climat Amundi Asset Management | 0.04 % | as of Sep 30, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II | 7.47 % | as of May 31, 2026 ↗ |
| Oakmark Select Fund HARRIS ASSOCIATES INVESTMENT TRUST | 5.65 % | as of Jun 30, 2026 ↗ |
| Artisan Select Equity Fund Artisan Partners Funds Inc. | 4.83 % | as of Jun 30, 2026 ↗ |
| American Century Focused Large Cap Value ETF American Century ETF Trust | 4.51 % | as of May 31, 2026 ↗ |
| Select Insurance Portfolio Fidelity Select Portfolios | 4.24 % | as of May 31, 2026 ↗ |
| The Jensen Quality Growth Fund Inc The Jensen Quality Growth Fund Inc. | 4.10 % | as of May 31, 2026 ↗ |
| Focused Large Cap Value Fund American Century Capital Portfolios, Inc. | 3.98 % | as of Jun 30, 2026 ↗ |
| Large Company Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 3.97 % | as of Jun 30, 2026 ↗ |
| Brown Advisory - Beutel Goodman Large-Cap Value Fund Brown Advisory Funds | 3.88 % | as of Jun 30, 2026 ↗ |
| Madison Covered Call & Equity Income Fund MADISON FUNDS | 3.64 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 901 | -29 | 200,114,665 | +0.0 % |
| 2026Q2 | 930 | +19 | 200,066,306 | +8.3 % |
| 2026Q1 | 911 | -42 | 184,666,727 | -5.0 % |
| 2025Q4 | 953 | -3 | 194,397,411 | -2.6 % |
| 2025Q3 | 956 | -44 | 199,623,899 | +0.8 % |
| 2025Q2 | 1,000 | +57 | 198,135,979 | +3.6 % |
| 2025Q1 | 943 | -32 | 191,186,551 | -1.4 % |
| 2024Q4 | 975 | +9 | 193,972,756 | -1.8 % |
| 2024Q3 | 966 | -8 | 197,563,185 | -0.2 % |
| 2024Q2 | 974 | +13 | 198,053,179 | +7.0 % |
| 2024Q1 | 961 | -9 | 185,035,316 | -7.0 % |
| 2023Q4 | 970 | 199,047,160 |
Institutional managers
1,513 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 42,061,676 | 7.3B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 22,070,945 | 3.8B $ | as of Mar 31, 2026 |
| Capital World Investors | 17,969,182 | 3.1B $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 17,370,709 | 3B $ | as of Mar 31, 2026 |
| Capital International Investors | 15,713,853 | 2.7B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 13,404,172 | 2.3B $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 11,301,188 | 2B $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 10,976,286 | 1.9M $ | as of Mar 31, 2026 |
| FMR LLC | 10,180,705 | 1.8B $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8,200,309 | 1.4B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 6,473,992 | 1.1B $ | as of Mar 31, 2026 |
| Clearbridge Investments, LLC | 6,423,531 | 1.1B $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 6,093,392 | 1.1B $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 5,488,537 | 951.6M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5,182,517 | 898.9M $ | as of Mar 31, 2026 |
| HARRIS ASSOCIATES L P | 5,169,119 | 896.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 4,965,079 | 861.2M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 4,939,614 | 856.8M $ | as of Mar 31, 2026 |
| Artisan Partners Limited Partnership | 4,875,857 | 845.7M $ | as of Mar 31, 2026 |
| UBS Group AG | 4,721,091 | 818.9M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 4,234,327 | 734.4M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 4,167,487 | 722.9M $ | as of Mar 31, 2026 |
| Ninety One UK Ltd | 4,029,142 | 698.9M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 3,884,778 | 673.8M $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 3,704,174 | 642.5M $ | as of Mar 31, 2026 |
Funds holding the debt of Marsh & McLennan Cos Inc
375 funds declare 1,264 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Fund shareholders of Marsh & McLennan Cos Inc". https://titelia.com/en/stocks/marsh-mclennan-cos-inc-US5717481023