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 | |
|---|---|---|---|---|
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 44,570 | 7.7M $ | 1.85 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust | 44,104 | 8.2M $ | 0.56 % | as of Feb 28, 2026 ↗ |
| DWS International Opportunities Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 43,573 | 8.1M $ | 1.65 % | as of Feb 28, 2026 ↗ |
| iShares ESG Optimized MSCI USA ETF iShares Trust | 43,151 | 7.2M $ | 0.19 % | as of Apr 30, 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 | 7.2M $ | 1.08 % | as of Mar 31, 2026 ↗ |
| BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 41,553 | 7M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Fidelity Low Volatility Factor ETF Fidelity Covington Trust | 41,349 | 6.9M $ | 0.50 % | as of Apr 30, 2026 ↗ |
| Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 40,866 | 7.1M $ | 0.27 % | as of Mar 31, 2026 ↗ |
| JNL/BlackRock Global Allocation Fund JNL Series Trust | 40,544 | 7M $ | 0.29 % | as of Mar 31, 2026 ↗ |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 40,537 | 7M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 40,140 | 7M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Institutional Large-Cap Core Growth Fund T. Rowe Price Equity Funds, Inc. | 40,103 | 7M $ | 0.28 % | as of Mar 31, 2026 ↗ |
| Capital Group U.S. Equity Fund Capital Group U.S. Equity Fund | 40,093 | 6.7M $ | 1.63 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 39,941 | 7.5M $ | 0.14 % | as of Feb 28, 2026 ↗ |
| Blue Chip Growth Trust John Hancock Variable Insurance Trust | 39,657 | 6.9M $ | 0.32 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World ETF iShares, Inc. | 39,418 | 7.4M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| Running Oak Efficient Growth ETF Strategic Trust | 39,303 | 7.3M $ | 1.90 % | as of Feb 28, 2026 ↗ |
| U.S. Sector Rotation Fund John Hancock Funds II | 39,295 | 7.3M $ | 0.15 % | as of Feb 28, 2026 ↗ |
| JNL/Invesco Diversified Dividend Fund JNL Series Trust | 39,170 | 6.8M $ | 0.85 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra S&P500 ProShares Trust | 38,965 | 7.3M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Blue Chip Growth Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 38,587 | 6.7M $ | 0.29 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 38,349 | 7.2M $ | 0.20 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Income Builder Fund GOLDMAN SACHS TRUST | 37,822 | 6.3M $ | 0.23 % | as of Apr 30, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 37,733 | 7M $ | 0.14 % | as of Feb 28, 2026 ↗ |
| Scharf Global Opportunity ETF Advisors Series Trust | 37,656 | 6.5M $ | 4.38 % | as of Mar 31, 2026 ↗ |
| Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds | 37,476 | 6.3M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price All-Cap Opportunities Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 36,898 | 6.4M $ | 1.28 % | as of Mar 31, 2026 ↗ |
| EQ/ClearBridge Large Cap Growth ESG Portfolio EQ Advisors Trust | 36,896 | 6.4M $ | 1.61 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB | 36,476 | 60.3M SEK | 0.13 % | as of Mar 31, 2026 ↗ |
| PSF PGIM Flexible Managed Portfolio Prudential Series Fund | 36,400 | 6.3M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 36,388 | 6.8M $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Venerable Large Cap Index Fund Venerable Variable Insurance Trust | 36,371 | 6.3M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Avanza Global Avanza Fonder AB | 36,319 | 60M SEK | 0.14 % | as of Mar 31, 2026 ↗ |
| iShares Russell Top 200 Growth ETF iShares Trust | 36,089 | 6.3M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Defensive Market Strategies Fund GuideStone Funds | 36,012 | 6.2M $ | 0.53 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust | 35,776 | 6.2M $ | 0.19 % | as of Mar 31, 2026 ↗ |
| Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust | 35,731 | 6.7M $ | 0.24 % | as of Feb 27, 2026 ↗ |
| Global Equity Fund RUSSELL INVESTMENT CO | 35,697 | 6M $ | 0.16 % | as of Apr 30, 2026 ↗ |
| SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 35,681 | 6.7M $ | 0.15 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Large Cap Value Fund Goldman Sachs Trust | 35,533 | 6.6M $ | 1.48 % | as of Feb 28, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 35,380 | 6.1M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 35,344 | 6.1M $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Large Cap Core Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 35,318 | 6.1M $ | 0.80 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 34,778 | 6.5M $ | 0.15 % | as of Feb 28, 2026 ↗ |
| Schwab Core Equity Fund SCHWAB CAPITAL TRUST | 34,710 | 5.8M $ | 0.38 % | as of Apr 30, 2026 ↗ |
| LVIP American Century Select Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 34,541 | 6M $ | 1.37 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series S Portfolio Voya Investors Trust | 34,111 | 5.9M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| VIP Growth and Income Portfolio Variable Insurance Products Fund III | 34,042 | 5.9M $ | 0.22 % | as of Mar 31, 2026 ↗ |
| PGIM Jennison Value Fund Prudential Investment Portfolios 7 | 33,750 | 6.3M $ | 0.87 % | as of Feb 27, 2026 ↗ |
| AB Wealth Appreciation Strategy AB PORTFOLIOS | 33,623 | 6.3M $ | 0.44 % | as of Feb 28, 2026 ↗ |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 33,431 | 5.6M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Handelsbanken USA Index Criteria Handelsbanken Fonder AB | 33,314 | 55M SEK | 0.13 % | as of Mar 31, 2026 ↗ |
| DIVERSIFIED VALUE PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 33,100 | 5.7M $ | 0.41 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 33,033 | 5.5M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust | 32,748 | 5.5M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 32,713 | 5.7M $ | 0.28 % | as of Mar 31, 2026 ↗ |
| Swedbank Robur Access USA Swedbank Robur Fonder AB | 32,698 | 54M SEK | 0.18 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Blue Chip Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. | 32,582 | 5.7M $ | 0.31 % | as of Mar 31, 2026 ↗ |
| Skandia USA Skandia Fonder AB | 32,044 | 52.9M SEK | 1.17 % | as of Mar 31, 2026 ↗ |
| iShares Paris-Aligned Climate Optimized MSCI USA ETF iShares Trust | 31,980 | 6M $ | 0.26 % | as of Feb 28, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 31,594 | 5.3M $ | 0.12 % | as of Apr 30, 2026 ↗ |
| AMF Aktiefond Världen AMF Fonder AB | 31,441 | 52M SEK | 0.10 % | as of Mar 31, 2026 ↗ |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | 30,200 | 5.2M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Financials ProShares Trust | 29,946 | 5.6M $ | 0.80 % | as of Feb 28, 2026 ↗ |
| AB US Large Cap Strategic Equities ETF AB Active ETFs, Inc. | 29,940 | 5.6M $ | 0.71 % | as of Feb 28, 2026 ↗ |
| MML Focused Equity Fund MML SERIES INVESTMENT FUND | 29,920 | 5.2M $ | 2.56 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST | 29,755 | 5.2M $ | 1.75 % | as of Mar 31, 2026 ↗ |
| LVIP American Century Large Company Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 29,470 | 5.1M $ | 3.36 % | as of Mar 31, 2026 ↗ |
| Fidelity Disciplined Equity Fund Fidelity Capital Trust | 29,450 | 4.9M $ | 0.22 % | as of Apr 30, 2026 ↗ |
| Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II | 29,396 | 5.1M $ | 0.45 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Large Cap Value Fund Goldman Sachs Variable Insurance Trust | 29,020 | 5M $ | 1.97 % | as of Mar 31, 2026 ↗ |
| Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust | 28,771 | 5.4M $ | 0.23 % | as of Feb 27, 2026 ↗ |
| State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST | 28,554 | 5M $ | 0.34 % | as of Mar 31, 2026 ↗ |
| SpareBank 1 Global ODIN Forvaltning AS | 28,488 | 48.1M SEK | 0.67 % | as of Mar 31, 2026 ↗ |
| PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. | 28,143 | 5.3M $ | 0.48 % | as of Feb 27, 2026 ↗ |
| Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS | 27,896 | 4.8M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| iShares Climate Conscious & Transition MSCI USA ETF iShares Trust | 27,894 | 5.2M $ | 0.24 % | as of Feb 28, 2026 ↗ |
| Dividend Value Fund VALIC Co I | 27,600 | 5.2M $ | 0.70 % | as of Feb 28, 2026 ↗ |
| SEB USA Exposure SEB Funds AB | 27,524 | 45.5M SEK | 0.17 % | as of Mar 31, 2026 ↗ |
| Large Cap Growth Fund ULTRA SERIES FUND | 27,375 | 4.7M $ | 2.97 % | as of Mar 31, 2026 ↗ |
| SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 26,931 | 4.7M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| ClearBridge Variable Large Cap Value Portfolio Legg Mason Partners Variable Equity Trust | 26,580 | 4.6M $ | 1.74 % | as of Mar 31, 2026 ↗ |
| T.Rowe Price Large Cap Growth Portfolio Brighthouse Funds Trust II | 26,400 | 4.6M $ | 0.24 % | as of Mar 31, 2026 ↗ |
| Madison Covered Call & Equity Income Fund MADISON FUNDS | 26,300 | 4.4M $ | 3.12 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. | 26,192 | 4.5M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| iShares ESG Advanced MSCI USA ETF iShares Trust | 26,113 | 4.9M $ | 0.40 % | as of Feb 28, 2026 ↗ |
| SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST | 25,918 | 4.3M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Nomura VIP Value Series Ivy Variable Insurance Portfolios | 25,563 | 4.4M $ | 2.95 % | as of Mar 31, 2026 ↗ |
| PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. | 25,507 | 4.8M $ | 3.30 % | as of Feb 27, 2026 ↗ |
| BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. | 25,483 | 4.4M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust | 25,271 | 4.7M $ | 0.16 % | as of Feb 28, 2026 ↗ |
| NYLI Balanced Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 25,255 | 4.2M $ | 0.94 % | as of Apr 30, 2026 ↗ |
| Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS | 25,097 | 4.7M $ | 0.56 % | as of Feb 28, 2026 ↗ |
| Pacer Trendpilot US Large Cap ETF Pacer Funds Trust | 25,072 | 4.2M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds | 24,900 | 4.2M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Rising Dividend Growth Fund GOLDMAN SACHS TRUST | 24,900 | 4.2M $ | 1.04 % | as of Apr 30, 2026 ↗ |
| BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. | 24,839 | 4.3M $ | 0.18 % | as of Mar 31, 2026 ↗ |
| Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 24,783 | 4.6M $ | 0.15 % | as of Feb 28, 2026 ↗ |
| Global X S&P 500 Covered Call ETF GLOBAL X FUNDS | 24,708 | 4.1M $ | 0.13 % | as of Apr 30, 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