Fund shareholders of Marsh & McLennan Cos Inc
ISIN US5717481023 · United States · LEI 549300XMP3KDCKJXIU47
- Fund shareholders
- 1,012
- Of which ETFs
- 254 758 other funds
- Value held
- 34.8B $ 4.2B SEK · 33.8M €
1,012 funds hold this company. This table lists the 1,010 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. They are not in the table.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VIP Equity-Income Portfolio Variable Insurance Products Fund | 288,800 | 50.1M $ | 0.73 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 286,589 | 48.1M $ | 0.12 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 286,570 | 48.1M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 285,422 | 47.9M $ | 0.12 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 284,797 | 53.2M $ | 0.14 % | as of Feb 28, 2026 ↗ |
| Nuveen Dividend Value Fund Nuveen Investment Funds, Inc. | 276,495 | 46.4M $ | 1.33 % | as of Apr 30, 2026 ↗ |
| Nomura Value Fund Delaware Group Equity Funds II | 274,400 | 51.2M $ | 2.61 % | as of Feb 27, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 272,567 | 47.3M $ | 0.08 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Financials ETF iShares Trust | 267,775 | 44.9M $ | 1.32 % | as of Apr 30, 2026 ↗ |
| New Economy Fund New Economy Fund | 262,104 | 48.9M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| JPMorgan Value Advantage Fund JPMorgan Trust I | 261,170 | 45.3M $ | 0.56 % | as of Mar 31, 2026 ↗ |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 261,056 | 43.8M $ | 0.18 % | as of Apr 30, 2026 ↗ |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 258,166 | 48.2M $ | 0.19 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 258,116 | 48.2M $ | 0.31 % | as of Feb 28, 2026 ↗ |
| ELFUN TRUSTS ELFUN TRUSTS | 254,300 | 44.1M $ | 1.06 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 253,320 | 47.3M $ | 0.25 % | as of Feb 28, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 251,268 | 42.1M $ | 0.12 % | as of Apr 30, 2026 ↗ |
| MFS Value Portfolio Brighthouse Funds Trust II | 248,862 | 43.2M $ | 1.71 % | as of Mar 31, 2026 ↗ |
| College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund | 243,151 | 42.2M $ | 0.21 % | as of Mar 31, 2026 ↗ |
| BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. | 238,287 | 40M $ | 0.23 % | as of Apr 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 232,830 | 40.4M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| iShares Russell 1000 Growth ETF iShares Trust | 232,256 | 40.3M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage Large Cap Core Fund BlackRock Large Cap Series Funds, Inc. | 226,050 | 42.2M $ | 1.19 % | as of Feb 27, 2026 ↗ |
| ClearBridge Large Cap Value Fund Legg Mason Partners Investment Trust | 224,312 | 37.6M $ | 1.58 % | as of Apr 30, 2026 ↗ |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 220,737 | 38.3M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 214,645 | 37.2M $ | 2.13 % | as of Mar 31, 2026 ↗ |
| LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 211,107 | 36.6M $ | 1.71 % | as of Mar 31, 2026 ↗ |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 198,707 | 34.5M $ | 0.58 % | as of Mar 31, 2026 ↗ |
| MFS Value Series MFS VARIABLE INSURANCE TRUST | 195,199 | 33.9M $ | 1.72 % | as of Mar 31, 2026 ↗ |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 194,996 | 33.8M $ | 0.42 % | as of Mar 31, 2026 ↗ |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 193,600 | 33.6M $ | 0.20 % | as of Mar 31, 2026 ↗ |
| Fidelity Value Discovery Fund Fidelity Puritan Trust | 188,700 | 31.6M $ | 0.83 % | as of Apr 30, 2026 ↗ |
| State Street U.S. Core Equity Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 185,674 | 32.2M $ | 0.86 % | as of Mar 31, 2026 ↗ |
| AQR Long-Short Equity Fund AQR Funds | 181,899 | 31.6M $ | 0.39 % | as of Mar 31, 2026 ↗ |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 179,219 | 31.1M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 178,883 | 30M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Invesco Rising Dividends Fund AIM Equity Funds (Invesco Equity Funds) | 177,334 | 29.7M $ | 0.87 % | as of Apr 30, 2026 ↗ |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 174,168 | 29.2M $ | 0.22 % | as of Apr 30, 2026 ↗ |
| Fidelity Growth and Income Portfolio Fidelity Securities Fund | 173,336 | 29.1M $ | 0.20 % | as of Apr 30, 2026 ↗ |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 173,108 | 29M $ | 0.39 % | as of Apr 30, 2026 ↗ |
| VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND VANGUARD WHITEHALL FUNDS | 170,786 | 28.6M $ | 2.72 % | as of Apr 30, 2026 ↗ |
| VANGUARD GLOBAL WELLINGTON FUND VANGUARD WORLD FUND | 170,430 | 31.8M $ | 1.03 % | as of Feb 28, 2026 ↗ |
| MFS Massachusetts Investors Growth Stock Fund MFS Massachusetts Investors Growth Stock Fund | 170,257 | 31.8M $ | 0.32 % | as of Feb 28, 2026 ↗ |
| Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds | 166,793 | 28M $ | 0.43 % | as of Apr 30, 2026 ↗ |
| THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC | 166,142 | 27.9M $ | 0.45 % | as of Apr 30, 2026 ↗ |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 165,264 | 27.7M $ | 0.22 % | as of Apr 30, 2026 ↗ |
| EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 161,389 | 28M $ | 1.18 % | as of Mar 31, 2026 ↗ |
| Value Fund American Century Capital Portfolios, Inc. | 160,147 | 27.8M $ | 1.59 % | as of Mar 31, 2026 ↗ |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 154,642 | 25.9M $ | 0.12 % | as of Apr 30, 2026 ↗ |
| iShares MSCI ACWI ETF iShares Trust | 154,211 | 25.9M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Select Insurance Portfolio Fidelity Select Portfolios | 153,900 | 28.7M $ | 4.28 % | as of Feb 28, 2026 ↗ |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 152,792 | 26.5M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 151,626 | 28.3M $ | 0.12 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 148,810 | 25M $ | 0.22 % | as of Apr 30, 2026 ↗ |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 147,665 | 25.6M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Columbia Intrinsic Value Fund Columbia Funds Series Trust II | 147,200 | 27.5M $ | 0.95 % | as of Feb 28, 2026 ↗ |
| Invesco Dividend Income Fund AIM Sector Funds (Invesco Sector Funds) | 147,017 | 24.7M $ | 0.65 % | as of Apr 30, 2026 ↗ |
| Horizon Kinetics Inflation Beneficiaries ETF Listed Funds Trust | 145,160 | 25.2M $ | 1.71 % | as of Mar 31, 2026 ↗ |
| PACE Large Co Value Equity Investments PACE SELECT ADVISORS TRUST | 143,338 | 24M $ | 3.07 % | as of Apr 30, 2026 ↗ |
| Stock Index Fund Northern Funds | 138,550 | 24M $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 138,093 | 23.2M $ | 0.12 % | as of Apr 30, 2026 ↗ |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 136,878 | 23.7M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| HARTFORD STOCK HLS FUND HARTFORD SERIES FUND INC | 136,054 | 23.6M $ | 2.12 % | as of Mar 31, 2026 ↗ |
| First Trust Growth Strength ETF First Trust Exchange-Traded Fund | 135,237 | 23.5M $ | 2.02 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 134,388 | 22.5M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| DAVENPORT VALUE & INCOME FUND Williamsburg Investment Trust | 133,620 | 23.2M $ | 2.29 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 131,797 | 22.9M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 131,672 | 22.1M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| iShares ESG Aware MSCI USA ETF iShares Trust | 130,289 | 24.3M $ | 0.15 % | as of Feb 28, 2026 ↗ |
| iShares MSCI Global Min Vol Factor ETF iShares, Inc. | 129,877 | 24.3M $ | 0.68 % | as of Feb 28, 2026 ↗ |
| Distillate U.S. Fundamental Stability & Value ETF ETF Series Solutions | 129,618 | 22.5M $ | 1.25 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 128,283 | 21.5M $ | 0.97 % | as of Apr 30, 2026 ↗ |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 122,587 | 20.6M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II | 120,543 | 22.5M $ | 8.12 % | as of Feb 28, 2026 ↗ |
| JNL/T. Rowe Price Growth Stock Fund JNL Series Trust | 120,200 | 20.8M $ | 0.26 % | as of Mar 31, 2026 ↗ |
| Brown Advisory - Beutel Goodman Large-Cap Value Fund Brown Advisory Funds | 116,428 | 20.2M $ | 2.02 % | as of Mar 31, 2026 ↗ |
| Sterling Capital Equity Income Fund Sterling Capital Funds | 115,860 | 20.1M $ | 3.20 % | as of Mar 31, 2026 ↗ |
| AST Large-Cap Value Portfolio Advanced Series Trust | 115,609 | 20.1M $ | 0.54 % | as of Mar 31, 2026 ↗ |
| Victory 500 Index Fund Victory Portfolios III | 115,258 | 19.3M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Nuveen ESG Large-Cap Value ETF NuShares ETF Trust | 114,785 | 19.3M $ | 0.93 % | as of Apr 30, 2026 ↗ |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 112,306 | 21M $ | 0.32 % | as of Feb 28, 2026 ↗ |
| ALPS | OShares U.S. Quality Dividend ETF ALPS ETF TRUST | 112,061 | 20.9M $ | 2.64 % | as of Feb 28, 2026 ↗ |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 110,083 | 18.5M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 108,744 | 20.3M $ | 0.17 % | as of Feb 28, 2026 ↗ |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 108,494 | 18.8M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| JPMorgan Equity Index Fund JPMorgan Trust II | 106,971 | 18.6M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| JNL/ClearBridge Large Cap Growth Fund JNL Series Trust | 106,734 | 18.5M $ | 1.57 % | as of Mar 31, 2026 ↗ |
| iShares Global 100 ETF iShares Trust | 106,360 | 18.4M $ | 0.24 % | as of Mar 31, 2026 ↗ |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 106,164 | 17.8M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 105,560 | 19.7M $ | 0.19 % | as of Feb 28, 2026 ↗ |
| Eaton Vance Atlanta Capital Focused Growth Fund Eaton Vance Growth Trust | 102,242 | 17.7M $ | 2.74 % | as of Mar 31, 2026 ↗ |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 101,940 | 17.1M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 101,869 | 17.7M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I | 101,090 | 17.5M $ | 0.76 % | as of Mar 31, 2026 ↗ |
| PSF PGIM Jennison Value Portfolio Prudential Series Fund | 100,344 | 17.4M $ | 0.86 % | as of Mar 31, 2026 ↗ |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 100,279 | 17.4M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 99,935 | 18.7M $ | 0.13 % | as of Feb 28, 2026 ↗ |
| Handelsbanken Global Index Criteria Handelsbanken Fonder AB | 99,262 | 164M SEK | 0.11 % | as of Mar 31, 2026 ↗ |
| 500 Index Trust John Hancock Variable Insurance Trust | 98,487 | 17.1M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Capital Group Global Equity ETF Capital Group Global Equity ETF | 98,126 | 18.3M $ | 0.84 % | as of Feb 28, 2026 ↗ |
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 | 8.12 % | as of Feb 28, 2026 ↗ |
| Large Company Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 4.59 % | as of Mar 31, 2026 ↗ |
| Artisan Select Equity Fund Artisan Partners Funds Inc. | 4.58 % | as of Mar 31, 2026 ↗ |
| Focused Large Cap Value Fund American Century Capital Portfolios, Inc. | 4.57 % | as of Mar 31, 2026 ↗ |
| Scharf Global Opportunity ETF Advisors Series Trust | 4.38 % | as of Mar 31, 2026 ↗ |
| American Century Focused Large Cap Value ETF American Century ETF Trust | 4.33 % | as of Feb 28, 2026 ↗ |
| Select Insurance Portfolio Fidelity Select Portfolios | 4.28 % | as of Feb 28, 2026 ↗ |
| Value Line Select Growth Fund, Inc. Value Line Select Growth Fund, Inc. | 4.16 % | as of Mar 31, 2026 ↗ |
| The Jensen Quality Growth Fund Inc The Jensen Quality Growth Fund Inc. | 4.00 % | as of Feb 28, 2026 ↗ |
| Torray Equity Income Fund RBB Fund Trust | 3.81 % | as of Feb 28, 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 |
|---|---|---|---|---|
| 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 |
Declared shareholders of Marsh & McLennan Cos Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 7.52 % | 36,418,783 | as of Mar 31, 2026 · SCHEDULE 13G |
Funds holding the debt of Marsh & McLennan Cos Inc
401 funds declare 1,320 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