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 | |
|---|---|---|---|---|
| YCG Enhanced Fund YCG Funds | 98,033 | 18.3M $ | 3.41 % | as of Feb 28, 2026 ↗ |
| Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB | 96,655 | 159.7M SEK | 0.13 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 96,469 | 18M $ | 0.04 % | as of Feb 28, 2026 ↗ |
| HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | 95,493 | 16.6M $ | 0.49 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | 95,484 | 16.6M $ | 0.43 % | as of Mar 31, 2026 ↗ |
| Blue Chip Growth Fund John Hancock Funds II | 94,985 | 17.7M $ | 0.32 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 94,924 | 16.5M $ | 0.14 % | as of Mar 31, 2026 ↗ |
| CTIVP - Wellington Large Cap Value Fund Columbia Funds Variable Series Trust II | 94,869 | 16.5M $ | 1.68 % | as of Mar 31, 2026 ↗ |
| American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 92,752 | 15.6M $ | 0.52 % | as of Apr 30, 2026 ↗ |
| Scharf ETF Advisors Series Trust | 92,741 | 16.1M $ | 2.39 % | as of Mar 31, 2026 ↗ |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 92,621 | 15.5M $ | 0.79 % | as of Apr 30, 2026 ↗ |
| AQR Large Cap Defensive Style Fund AQR Funds | 92,211 | 16M $ | 1.18 % | as of Mar 31, 2026 ↗ |
| Allspring Opportunity Fund ALLSPRING FUNDS TRUST | 91,744 | 15.9M $ | 0.94 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Dividend Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. | 90,392 | 15.7M $ | 1.29 % | as of Mar 31, 2026 ↗ |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 87,461 | 15.2M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 86,306 | 15M $ | 1.11 % | as of Mar 31, 2026 ↗ |
| NYLI WMC Value Fund NEW YORK LIFE INVESTMENTS FUNDS | 85,203 | 14.3M $ | 1.51 % | as of Apr 30, 2026 ↗ |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 83,845 | 15.7M $ | 0.15 % | as of Feb 28, 2026 ↗ |
| Optimum Large Cap Value Fund Optimum Fund Trust | 83,464 | 14.5M $ | 0.82 % | as of Mar 31, 2026 ↗ |
| LVIP American Century Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 83,283 | 14.4M $ | 1.57 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 82,858 | 13.9M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 82,730 | 15.4M $ | 0.15 % | as of Feb 28, 2026 ↗ |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 81,918 | 13.7M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| PSF Stock Index Portfolio Prudential Series Fund | 81,700 | 14.2M $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust | 81,300 | 14.1M $ | 0.23 % | as of Mar 31, 2026 ↗ |
| EQ/JPMorgan Value Opportunities Portfolio EQ Advisors Trust | 80,961 | 14M $ | 1.15 % | as of Mar 31, 2026 ↗ |
| JNL/WMC Equity Income Fund JNL Series Trust | 80,537 | 14M $ | 1.56 % | as of Mar 31, 2026 ↗ |
| Guardian Equity Income VIP Fund Guardian Variable Products Trust | 80,120 | 13.9M $ | 1.62 % | as of Mar 31, 2026 ↗ |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 80,066 | 15M $ | 0.27 % | as of Feb 28, 2026 ↗ |
| Natixis Oakmark Fund Natixis Funds Trust II | 80,000 | 13.9M $ | 1.28 % | as of Mar 31, 2026 ↗ |
| iShares Dynamic Equity Active ETF BlackRock ETF Trust | 79,013 | 13.3M $ | 0.48 % | as of Apr 30, 2026 ↗ |
| JOHNSON EQUITY INCOME FUND Johnson Mutual Funds Trust | 78,800 | 13.7M $ | 1.98 % | as of Mar 31, 2026 ↗ |
| JNL/WMC Value Fund JNL Series Trust | 78,724 | 13.7M $ | 1.55 % | as of Mar 31, 2026 ↗ |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 78,451 | 13.6M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| AST Large-Cap Growth Portfolio Advanced Series Trust | 77,458 | 13.4M $ | 0.19 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 77,223 | 13M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| American Century Focused Large Cap Value ETF American Century ETF Trust | 76,995 | 14.4M $ | 4.33 % | as of Feb 28, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 76,138 | 13.2M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Storebrand Global Plus Storebrand Asset Management AS | 75,467 | 124.7M SEK | 0.28 % | as of Mar 31, 2026 ↗ |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 74,731 | 12.5M $ | 0.24 % | as of Apr 30, 2026 ↗ |
| American Beacon Ninety One Global Franchise Fund AMERICAN BEACON FUNDS | 74,717 | 14M $ | 3.03 % | as of Feb 28, 2026 ↗ |
| Value Line Select Growth Fund, Inc. Value Line Select Growth Fund, Inc. | 74,700 | 13M $ | 4.16 % | as of Mar 31, 2026 ↗ |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 73,780 | 12.8M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 73,681 | 13.8M $ | 0.19 % | as of Feb 28, 2026 ↗ |
| VALUE EQUITY FUND GuideStone Funds | 72,800 | 12.6M $ | 1.57 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 71,973 | 12.5M $ | 0.22 % | as of Mar 31, 2026 ↗ |
| Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust | 71,478 | 12M $ | 0.22 % | as of Apr 30, 2026 ↗ |
| iShares Russell Top 200 Value ETF iShares Trust | 70,904 | 12.3M $ | 0.36 % | as of Mar 31, 2026 ↗ |
| Franklin Rising Dividends VIP Fund Franklin Templeton Variable Insurance Products Trust | 70,506 | 12.2M $ | 0.81 % | as of Mar 31, 2026 ↗ |
| Torray Equity Income Fund RBB Fund Trust | 70,000 | 13.1M $ | 3.81 % | as of Feb 28, 2026 ↗ |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 69,783 | 12.1M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Large Cap Equity Fund American Century Mutual Funds, Inc. | 68,841 | 11.5M $ | 0.37 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 67,029 | 12.5M $ | 0.15 % | as of Feb 28, 2026 ↗ |
| Mid Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 66,112 | 11.5M $ | 1.74 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | 64,901 | 11.3M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| AQR Equity Market Neutral Fund AQR Funds | 62,866 | 10.9M $ | 0.33 % | as of Mar 31, 2026 ↗ |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 62,677 | 10.5M $ | 0.56 % | as of Apr 30, 2026 ↗ |
| EQ/American Century Mid Cap Value Portfolio EQ Advisors Trust | 62,632 | 10.9M $ | 1.74 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 62,202 | 11.6M $ | 0.14 % | as of Feb 28, 2026 ↗ |
| Large-Cap Value Portfolio PACIFIC SELECT FUND | 62,185 | 10.8M $ | 1.73 % | as of Mar 31, 2026 ↗ |
| BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. | 61,629 | 10.7M $ | 0.28 % | as of Mar 31, 2026 ↗ |
| Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 61,315 | 10.6M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 61,287 | 10.6M $ | 0.19 % | as of Mar 31, 2026 ↗ |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 61,272 | 10.3M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Storebrand USA Storebrand Asset Management AS | 61,110 | 101M SEK | 0.21 % | as of Mar 31, 2026 ↗ |
| THRIVENT LARGE CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. | 60,573 | 10.5M $ | 0.31 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 60,443 | 10.1M $ | 0.12 % | as of Apr 30, 2026 ↗ |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 59,428 | 10.3M $ | 0.30 % | as of Mar 31, 2026 ↗ |
| ClearBridge Variable Appreciation Portfolio Legg Mason Partners Variable Equity Trust | 59,058 | 10.2M $ | 0.91 % | as of Mar 31, 2026 ↗ |
| THRIVENT LARGE CAP VALUE FUND Thrivent Mutual Funds | 58,761 | 9.9M $ | 0.28 % | as of Apr 30, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 58,750 | 10.2M $ | 0.14 % | as of Mar 31, 2026 ↗ |
| EQ/500 Managed Volatility Portfolio EQ Advisors Trust | 58,676 | 10.2M $ | 0.14 % | as of Mar 31, 2026 ↗ |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 57,138 | 9.9M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 57,071 | 9.6M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Capital Group Conservative Equity ETF Capital Group Conservative Equity ETF | 56,565 | 10.6M $ | 0.70 % | as of Feb 28, 2026 ↗ |
| ClearBridge Variable Dividend Strategy Portfolio Legg Mason Partners Variable Equity Trust | 55,300 | 9.6M $ | 2.15 % | as of Mar 31, 2026 ↗ |
| NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 55,214 | 9.3M $ | 0.80 % | as of Apr 30, 2026 ↗ |
| Stock Index Fund VALIC Co I | 55,109 | 10.3M $ | 0.15 % | as of Feb 28, 2026 ↗ |
| Dividend Growth Portfolio PACIFIC SELECT FUND | 54,672 | 9.5M $ | 1.31 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 54,256 | 9.4M $ | 0.64 % | as of Mar 31, 2026 ↗ |
| Storebrand Global All Countries Storebrand Asset Management AS | 54,077 | 89.4M SEK | 0.19 % | as of Mar 31, 2026 ↗ |
| Equity Index Portfolio PACIFIC SELECT FUND | 53,977 | 9.4M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Madison Large Cap Fund MADISON FUNDS | 53,143 | 8.9M $ | 2.72 % | as of Apr 30, 2026 ↗ |
| Disciplined U.S. Growth Equity Portfolio GLENMEDE FUND INC | 52,586 | 8.8M $ | 0.75 % | as of Apr 30, 2026 ↗ |
| AMF Aktiefond Global AMF Fonder AB | 52,528 | 86.8M SEK | 0.22 % | as of Mar 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 | 9M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| ClearBridge Large Cap Growth Select ETF Legg Mason ETF Investment Trust | 50,876 | 8.8M $ | 2.21 % | as of Mar 31, 2026 ↗ |
| MOA EQUITY INDEX FUND MoA Funds Corp | 49,972 | 8.7M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 49,300 | 8.3M $ | 0.28 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. | 48,353 | 8.4M $ | 0.40 % | as of Mar 31, 2026 ↗ |
| NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 47,967 | 8.3M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | 47,357 | 8.2M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 47,100 | 7.9M $ | 0.18 % | as of Apr 30, 2026 ↗ |
| ClearBridge Variable Large Cap Growth Portfolio Legg Mason Partners Variable Equity Trust | 46,801 | 8.1M $ | 1.55 % | as of Mar 31, 2026 ↗ |
| Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust | 46,500 | 8.7M $ | 0.15 % | as of Feb 28, 2026 ↗ |
| Skandia Världen Sverige Skandia Fonder AB | 46,076 | 76.1M SEK | 0.98 % | as of Mar 31, 2026 ↗ |
| LVIP American Century Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 45,445 | 7.9M $ | 1.74 % | as of Mar 31, 2026 ↗ |
| NYLIM VP Epoch U.S. Equity Yield Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 45,139 | 7.8M $ | 0.87 % | as of Mar 31, 2026 ↗ |
| Large Company Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 45,132 | 7.8M $ | 4.59 % | as of Mar 31, 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