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 | |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 42,870 | 7.1M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Large Company Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 42,716 | 7.1M $ | 3.97 % | as of Jun 30, 2026 ↗ |
| JNL/BlackRock Global Allocation Fund JNL Series Trust | 42,526 | 7.1M $ | 0.21 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 42,142 | 6.7M $ | 0.05 % | as of May 31, 2026 ↗ |
| LVIP American Century Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 41,889 | 7M $ | 1.46 % | as of Jun 30, 2026 ↗ |
| MFS Active Value ETF MFS Active Exchange Traded Funds Trust | 41,872 | 6.7M $ | 1.41 % | as of May 31, 2026 ↗ |
| Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB | 41,625 | 68.8M SEK | 0.18 % | as of Mar 31, 2026 ↗ |
| EQ/Capital Group Research Portfolio EQ Advisors Trust | 41,557 | 6.9M $ | 0.89 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 40,975 | 6.6M $ | 0.11 % | as of May 31, 2026 ↗ |
| ProShares Ultra S&P500 ProShares Trust | 40,922 | 6.5M $ | 0.08 % | as of May 31, 2026 ↗ |
| DIVERSIFIED VALUE PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 40,800 | 6.8M $ | 0.48 % | as of Jun 30, 2026 ↗ |
| Fidelity Low Volatility Factor ETF Fidelity Covington Trust | 40,658 | 7.7M $ | 0.54 % | as of Jul 31, 2026 ↗ |
| BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 40,194 | 7.6M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Capital Group U.S. Equity Fund Capital Group U.S. Equity Fund | 40,093 | 7.6M $ | 1.79 % | as of Jul 31, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 40,063 | 6.7M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Boston Partners All-Cap Value Fund RBB Fund, Inc. | 39,771 | 6.4M $ | 0.48 % | as of May 31, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 39,064 | 6.2M $ | 0.11 % | as of May 31, 2026 ↗ |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 38,193 | 6.4M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| U.S. Sector Rotation Fund John Hancock Funds II | 37,993 | 6.1M $ | 0.11 % | as of May 31, 2026 ↗ |
| Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust | 37,667 | 7.1M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price All-Cap Opportunities Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 37,170 | 6.2M $ | 1.13 % | as of Jun 30, 2026 ↗ |
| MML VIP Invesco Main Street Equity Fund MML SERIES INVESTMENT FUND | 36,836 | 6.1M $ | 1.64 % | as of Jun 30, 2026 ↗ |
| Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB | 36,476 | 60.3M SEK | 0.13 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Income Builder Fund GOLDMAN SACHS TRUST | 36,355 | 6.9M $ | 0.25 % | as of Jul 31, 2026 ↗ |
| Avanza Global Avanza Fonder AB | 36,319 | 60M SEK | 0.14 % | as of Mar 31, 2026 ↗ |
| Running Oak Efficient Growth ETF Strategic Trust | 36,264 | 5.8M $ | 1.68 % | as of May 31, 2026 ↗ |
| iShares Climate Conscious & Transition MSCI USA ETF iShares Trust | 35,366 | 5.7M $ | 0.19 % | as of May 31, 2026 ↗ |
| Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust | 35,190 | 5.9M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Schwab Core Equity Fund SCHWAB CAPITAL TRUST | 34,710 | 6.6M $ | 0.44 % | as of Jul 31, 2026 ↗ |
| Venerable Large Cap Index Fund Venerable Variable Insurance Trust | 34,583 | 5.8M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 34,538 | 5.5M $ | 0.12 % | as of May 31, 2026 ↗ |
| VIP Growth and Income Portfolio Variable Insurance Products Fund III | 34,042 | 5.7M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 33,971 | 6.4M $ | 0.34 % | as of Jul 31, 2026 ↗ |
| SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 33,581 | 5.4M $ | 0.12 % | as of May 31, 2026 ↗ |
| Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust | 33,509 | 5.4M $ | 0.19 % | as of May 29, 2026 ↗ |
| Handelsbanken USA Index Criteria Handelsbanken Fonder AB | 33,314 | 55M SEK | 0.13 % | as of Mar 31, 2026 ↗ |
| PGIM Jennison Value Fund Prudential Investment Portfolios 7 | 33,168 | 5.3M $ | 0.70 % | as of May 29, 2026 ↗ |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 33,030 | 5.3M $ | 0.13 % | as of May 31, 2026 ↗ |
| Global Equity Fund RUSSELL INVESTMENT CO | 32,927 | 6.2M $ | 0.16 % | as of Jul 31, 2026 ↗ |
| iShares Paris-Aligned Climate Optimized MSCI USA ETF iShares Trust | 32,776 | 5.2M $ | 0.20 % | as of May 31, 2026 ↗ |
| Swedbank Robur Access USA Swedbank Robur Fonder AB | 32,698 | 54M SEK | 0.18 % | as of Mar 31, 2026 ↗ |
| Large Cap Core Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 32,604 | 5.4M $ | 0.63 % | as of Jun 30, 2026 ↗ |
| Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 32,573 | 5.4M $ | 0.37 % | as of Jun 30, 2026 ↗ |
| Voya VACS Index Series S Portfolio Voya Investors Trust | 32,474 | 5.4M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 32,394 | 5.4M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Skandia USA Skandia Fonder AB | 32,044 | 52.9M SEK | 1.17 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 31,667 | 6M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| AMF Aktiefond Världen AMF Fonder AB | 31,441 | 52M SEK | 0.10 % | as of Mar 31, 2026 ↗ |
| LVIP American Century Select Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 31,151 | 5.2M $ | 1.12 % | as of Jun 30, 2026 ↗ |
| T.Rowe Price Large Cap Growth Portfolio Brighthouse Funds Trust II | 30,491 | 5.1M $ | 0.23 % | as of Jun 30, 2026 ↗ |
| ProShares Ultra Financials ProShares Trust | 29,845 | 4.8M $ | 0.69 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST | 29,304 | 4.9M $ | 0.32 % | as of Jun 30, 2026 ↗ |
| Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust | 29,046 | 4.6M $ | 0.14 % | as of May 29, 2026 ↗ |
| SpareBank 1 Global ODIN Forvaltning AS | 28,488 | 48.1M SEK | 0.67 % | as of Mar 31, 2026 ↗ |
| Artisan Select Equity Fund Artisan Partners Funds Inc. | 28,262 | 4.7M $ | 4.83 % | as of Jun 30, 2026 ↗ |
| PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. | 27,699 | 4.4M $ | 0.38 % | as of May 29, 2026 ↗ |
| SEB USA Exposure SEB Funds AB | 27,524 | 45.5M SEK | 0.17 % | as of Mar 31, 2026 ↗ |
| Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II | 27,511 | 4.6M $ | 0.36 % | as of Jun 30, 2026 ↗ |
| iShares ESG Advanced MSCI USA ETF iShares Trust | 27,413 | 4.4M $ | 0.29 % | as of May 31, 2026 ↗ |
| Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS | 27,381 | 4.6M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Invesco MSCI North America Climate ETF Invesco Exchange-Traded Fund Trust II | 26,982 | 4.3M $ | 0.19 % | as of May 31, 2026 ↗ |
| SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 26,931 | 4.5M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| WAYCROSS FOCUSED CORE EQUITY FUND Waycross Independent Trust | 26,818 | 4.3M $ | 2.42 % | as of May 31, 2026 ↗ |
| LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 26,774 | 4.5M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| iShares Core Dividend ETF iShares Trust | 26,766 | 5.1M $ | 0.30 % | as of Jul 31, 2026 ↗ |
| Madison Covered Call & Equity Income Fund MADISON FUNDS | 26,300 | 5M $ | 3.64 % | as of Jul 31, 2026 ↗ |
| Dimensional US High Profitability ETF Dimensional ETF Trust | 26,122 | 5M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Zacks Earnings Consistent Portfolio ETF Zacks Trust | 26,096 | 4.2M $ | 1.22 % | as of May 31, 2026 ↗ |
| LVIP ClearBridge Large Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 26,080 | 4.3M $ | 1.64 % | as of Jun 30, 2026 ↗ |
| PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. | 25,507 | 4.1M $ | 2.87 % | as of May 29, 2026 ↗ |
| Large Cap Growth Fund ULTRA SERIES FUND | 25,407 | 4.2M $ | 2.59 % | as of Jun 30, 2026 ↗ |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 25,242 | 4.2M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. | 24,737 | 4.1M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 24,674 | 4.7M $ | 0.08 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 24,618 | 4.1M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| NYLIM Balanced Fund NYLIM FUNDS TRUST | 24,560 | 4.7M $ | 1.04 % | as of Jul 31, 2026 ↗ |
| Pacer Trendpilot US Large Cap ETF Pacer Funds Trust | 24,505 | 4.6M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Global X S&P 500 Covered Call ETF GLOBAL X FUNDS | 24,479 | 4.6M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST | 24,177 | 4.6M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Rising Dividend Growth Fund GOLDMAN SACHS TRUST | 24,160 | 4.6M $ | 1.12 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Large Cap Value Fund Goldman Sachs Variable Insurance Trust | 24,104 | 4M $ | 1.42 % | as of Jun 30, 2026 ↗ |
| Fidelity Equity-Income K6 Fund Fidelity Devonshire Trust | 24,063 | 4.6M $ | 0.91 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust | 23,941 | 3.8M $ | 0.12 % | as of May 31, 2026 ↗ |
| Franklin ClearBridge Enhanced Income ETF Legg Mason ETF Investment Trust | 23,896 | 4M $ | 2.47 % | as of Jun 30, 2026 ↗ |
| MassMutual Blue Chip Growth Fund MASSMUTUAL SELECT FUNDS | 23,753 | 4M $ | 0.21 % | as of Jun 30, 2026 ↗ |
| BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. | 23,749 | 4M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Skandia Global Exponering Skandia Fonder AB | 23,500 | 38.8M SEK | 0.12 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Global Selektiv Handelsbanken Fonder AB | 23,000 | 38M SEK | 2.18 % | as of Mar 31, 2026 ↗ |
| Nomura VIP Value Series Ivy Variable Insurance Portfolios | 22,936 | 3.8M $ | 2.76 % | as of Jun 30, 2026 ↗ |
| Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 22,696 | 3.6M $ | 0.12 % | as of May 31, 2026 ↗ |
| World Selection Index Fund Northern Funds | 22,555 | 3.8M $ | 0.17 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Global Value Equity Fund T. ROWE PRICE GLOBAL FUNDS, INC. | 22,543 | 4.3M $ | 1.43 % | as of Jul 31, 2026 ↗ |
| First Trust Capital Strength Portfolio First Trust Variable Insurance Trust | 22,496 | 3.7M $ | 1.86 % | as of Jun 30, 2026 ↗ |
| Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust | 21,899 | 4.2M $ | 1.36 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Equity Income Fund Goldman Sachs Trust | 21,895 | 3.5M $ | 0.79 % | as of May 31, 2026 ↗ |
| VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust | 21,805 | 3.6M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Invesco V.I. Diversified Dividend Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 21,326 | 3.6M $ | 0.78 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST | 21,215 | 3.5M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 21,051 | 3.4M $ | 0.19 % | as of May 31, 2026 ↗ |
| MML VIP American Century Mid Cap Value Fund MML SERIES INVESTMENT FUND | 20,839 | 3.5M $ | 1.46 % | as of Jun 30, 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