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 | |
|---|---|---|---|---|
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 94,319 | 15.1M $ | 0.27 % | as of May 31, 2026 ↗ |
| T. Rowe Price Dividend Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. | 92,891 | 15.5M $ | 1.13 % | as of Jun 30, 2026 ↗ |
| JNL/T. Rowe Price Value Fund JNL Series Trust | 92,458 | 15.4M $ | 0.35 % | as of Jun 30, 2026 ↗ |
| Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I | 92,337 | 15.4M $ | 0.60 % | as of Jun 30, 2026 ↗ |
| AQR Large Cap Defensive Style Fund AQR Funds | 92,211 | 15.4M $ | 1.41 % | as of Jun 30, 2026 ↗ |
| Value Fund American Century Capital Portfolios, Inc. | 92,139 | 15.4M $ | 0.81 % | as of Jun 30, 2026 ↗ |
| Allspring Opportunity Fund ALLSPRING FUNDS TRUST | 90,118 | 15M $ | 0.80 % | as of Jun 30, 2026 ↗ |
| Scharf ETF Advisors Series Trust | 89,066 | 14.8M $ | 2.28 % | as of Jun 30, 2026 ↗ |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 84,939 | 13.6M $ | 0.12 % | as of May 31, 2026 ↗ |
| Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust | 83,370 | 15.8M $ | 0.27 % | as of Jul 31, 2026 ↗ |
| Natixis Oakmark Fund Natixis Funds Trust II | 83,300 | 13.9M $ | 1.50 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. | 82,678 | 13.8M $ | 0.34 % | as of Jun 30, 2026 ↗ |
| PSF Stock Index Portfolio Prudential Series Fund | 81,700 | 13.6M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust | 81,300 | 13.6M $ | 0.19 % | as of Jun 30, 2026 ↗ |
| American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 81,213 | 15.4M $ | 0.52 % | as of Jul 31, 2026 ↗ |
| iShares Dynamic Equity Active ETF BlackRock ETF Trust | 79,709 | 15.1M $ | 0.50 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 79,524 | 12.7M $ | 0.11 % | as of May 31, 2026 ↗ |
| Guardian Equity Income VIP Fund Guardian Variable Products Trust | 79,413 | 13.2M $ | 1.50 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 79,036 | 15M $ | 0.12 % | as of Jul 31, 2026 ↗ |
| JOHNSON EQUITY INCOME FUND Johnson Mutual Funds Trust | 78,800 | 13.1M $ | 1.93 % | as of Jun 30, 2026 ↗ |
| PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds | 78,000 | 14.8M $ | 0.32 % | as of Jul 31, 2026 ↗ |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 77,973 | 13M $ | 0.94 % | as of Jun 30, 2026 ↗ |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 77,921 | 13M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| NYLIM WMC Value Fund NYLIM FUNDS | 77,857 | 14.8M $ | 1.64 % | as of Jul 31, 2026 ↗ |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 77,280 | 12.4M $ | 0.17 % | as of May 31, 2026 ↗ |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 77,264 | 12.9M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| American Beacon Ninety One Global Franchise Fund AMERICAN BEACON FUNDS | 77,164 | 12.3M $ | 3.07 % | as of May 31, 2026 ↗ |
| AST Large-Cap Value Portfolio Advanced Series Trust | 76,883 | 12.8M $ | 0.32 % | as of Jun 30, 2026 ↗ |
| Optimum Large Cap Value Fund Optimum Fund Trust | 76,434 | 12.7M $ | 0.68 % | as of Jun 30, 2026 ↗ |
| Eaton Vance Atlanta Capital Focused Growth Fund Eaton Vance Growth Trust | 76,091 | 12.7M $ | 2.72 % | as of Jun 30, 2026 ↗ |
| Storebrand Global Plus Storebrand Asset Management AS | 75,467 | 124.7M SEK | 0.28 % | as of Mar 31, 2026 ↗ |
| Torray Equity Income Fund RBB Fund Trust | 75,000 | 12M $ | 3.37 % | as of May 31, 2026 ↗ |
| CTIVP - Wellington Large Cap Value Fund Columbia Funds Variable Series Trust II | 74,381 | 12.4M $ | 1.17 % | as of Jun 30, 2026 ↗ |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 74,158 | 14.1M $ | 0.26 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 73,766 | 12.3M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| JNL/WMC Equity Income Fund JNL Series Trust | 73,733 | 12.3M $ | 1.34 % | as of Jun 30, 2026 ↗ |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 71,522 | 11.9M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Franklin Rising Dividends VIP Fund Franklin Templeton Variable Insurance Products Trust | 71,016 | 11.8M $ | 0.73 % | as of Jun 30, 2026 ↗ |
| VALUE EQUITY FUND GuideStone Funds | 70,581 | 11.8M $ | 1.34 % | as of Jun 30, 2026 ↗ |
| LVIP ClearBridge Dividend Strategy Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 70,000 | 11.7M $ | 2.55 % | as of Jun 30, 2026 ↗ |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 68,976 | 11M $ | 0.12 % | as of May 31, 2026 ↗ |
| iShares Russell Top 200 Value ETF iShares Trust | 67,342 | 11.2M $ | 0.32 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 67,302 | 10.8M $ | 0.12 % | as of May 31, 2026 ↗ |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 65,946 | 12.5M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Capital Group Conservative Equity ETF Capital Group Conservative Equity ETF | 65,229 | 10.4M $ | 0.60 % | as of May 31, 2026 ↗ |
| Large Cap Equity Fund American Century Mutual Funds, Inc. | 64,990 | 12.3M $ | 0.41 % | as of Jul 31, 2026 ↗ |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 64,810 | 12.3M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| AQR Equity Market Neutral Fund AQR Funds | 62,874 | 10.5M $ | 0.36 % | as of Jun 30, 2026 ↗ |
| Mid Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 62,024 | 10.3M $ | 1.46 % | as of Jun 30, 2026 ↗ |
| JNL/T. Rowe Price Growth Stock Fund JNL Series Trust | 61,613 | 10.3M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 61,287 | 10.2M $ | 0.16 % | as of Jun 30, 2026 ↗ |
| Storebrand USA Storebrand Asset Management AS | 61,110 | 101M SEK | 0.21 % | as of Mar 31, 2026 ↗ |
| LVIP ClearBridge Appreciation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 60,639 | 10.1M $ | 0.92 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 60,443 | 11.5M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 60,332 | 10.1M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 59,112 | 9.5M $ | 0.20 % | as of May 31, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 58,750 | 9.8M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| AB US Large Cap Strategic Equities ETF AB Active ETFs, Inc. | 58,622 | 9.4M $ | 0.75 % | as of May 31, 2026 ↗ |
| EQ/American Century Mid Cap Value Portfolio EQ Advisors Trust | 58,425 | 9.7M $ | 1.46 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 58,268 | 9.7M $ | 0.85 % | as of Jun 30, 2026 ↗ |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 57,405 | 9.6M $ | 0.26 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 55,819 | 8.9M $ | 0.06 % | as of May 31, 2026 ↗ |
| LVIP American Century Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 55,298 | 9.2M $ | 0.81 % | as of Jun 30, 2026 ↗ |
| EQ/500 Managed Volatility Portfolio EQ Advisors Trust | 54,695 | 9.1M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Dividend Growth Portfolio PACIFIC SELECT FUND | 54,672 | 9.1M $ | 1.16 % | as of Jun 30, 2026 ↗ |
| Storebrand Global All Countries Storebrand Asset Management AS | 54,077 | 89.4M SEK | 0.19 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Mid-Cap ETF iShares Trust | 53,916 | 10.2M $ | 0.62 % | as of Jul 31, 2026 ↗ |
| Blue Chip Growth Trust John Hancock Variable Insurance Trust | 53,133 | 8.9M $ | 0.34 % | as of Jun 30, 2026 ↗ |
| Disciplined U.S. Growth Equity Portfolio GLENMEDE FUND INC | 52,586 | 10M $ | 0.75 % | as of Jul 31, 2026 ↗ |
| AMF Aktiefond Global AMF Fonder AB | 52,528 | 86.8M SEK | 0.22 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Institutional Large-Cap Core Growth Fund T. Rowe Price Equity Funds, Inc. | 52,506 | 8.8M $ | 0.33 % | as of Jun 30, 2026 ↗ |
| Stock Index Fund VALIC Co I | 52,462 | 8.4M $ | 0.12 % | as of May 31, 2026 ↗ |
| Swedbank Robur Access Global Swedbank Robur Fonder AB | 51,778 | 85.6M SEK | 0.15 % | as of Mar 31, 2026 ↗ |
| EQUITY INDEX FUND GuideStone Funds | 51,698 | 8.6M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Blue Chip Growth Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 50,602 | 8.4M $ | 0.33 % | as of Jun 30, 2026 ↗ |
| Equity Index Portfolio PACIFIC SELECT FUND | 50,268 | 8.4M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. | 50,017 | 8.3M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| PRIMECAP PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 49,800 | 8.3M $ | 0.27 % | as of Jun 30, 2026 ↗ |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 49,432 | 8.2M $ | 0.39 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 49,300 | 9.4M $ | 0.33 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 48,923 | 8.2M $ | 1.78 % | as of Jun 30, 2026 ↗ |
| Invesco V.I. Main Street Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 48,867 | 8.1M $ | 1.56 % | as of Jun 30, 2026 ↗ |
| Madison Large Cap Fund MADISON FUNDS | 48,551 | 9.2M $ | 2.94 % | as of Jul 31, 2026 ↗ |
| NYLIM VP Epoch U.S. Equity Yield Portfolio NYLIM VP FUNDS TRUST | 48,342 | 8.1M $ | 0.85 % | as of Jun 30, 2026 ↗ |
| NYLIM VP S&P 500 Index Portfolio NYLIM VP FUNDS TRUST | 47,802 | 8M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Dividend Value Fund VALIC Co I | 47,500 | 7.6M $ | 0.83 % | as of May 31, 2026 ↗ |
| NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | 47,357 | 7.9M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Blue Chip Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. | 47,293 | 7.9M $ | 0.36 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Mid-Cap Value ETF iShares Trust | 46,558 | 8.8M $ | 0.78 % | as of Jul 31, 2026 ↗ |
| Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust | 46,500 | 7.4M $ | 0.13 % | as of May 31, 2026 ↗ |
| Goldman Sachs Large Cap Value Fund Goldman Sachs Trust | 46,352 | 7.4M $ | 1.62 % | as of May 31, 2026 ↗ |
| Skandia Världen Sverige Skandia Fonder AB | 46,076 | 76.1M SEK | 0.98 % | as of Mar 31, 2026 ↗ |
| AB Wealth Appreciation Strategy AB PORTFOLIOS | 45,376 | 7.6M $ | 0.49 % | as of Jun 30, 2026 ↗ |
| Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds | 44,661 | 8.5M $ | 0.19 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. | 44,285 | 7.4M $ | 0.14 % | as of Jun 30, 2026 ↗ |
| MOA EQUITY INDEX FUND MoA Funds Corp | 44,151 | 7.4M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust | 43,875 | 7M $ | 0.45 % | as of May 31, 2026 ↗ |
| DWS International Opportunities Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 43,573 | 7M $ | 1.40 % | as of May 31, 2026 ↗ |
| iShares ESG Optimized MSCI USA ETF iShares Trust | 43,497 | 8.3M $ | 0.20 % | as of Jul 31, 2026 ↗ |
| iShares MSCI World ETF iShares, Inc. | 43,058 | 6.9M $ | 0.09 % | as of May 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